We are live on ! Find out more
EOT

Eaton Vance National Municipal Opportunities Trust

46 hedge funds and large institutions have $53.4M invested in Eaton Vance National Municipal Opportunities Trust in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

5% more capital invested

Capital invested by funds: $50.9M → $53.4M (+$2.48M)

0.5% more ownership

Funds ownership: 20.05%20.55% (+0.5%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less funds holding

Funds holding: 4746 (-1)

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$9.26M -$480K -29,336 -5%
Raymond James Financial
2
Raymond James Financial
Florida
$6.55M +$816K +49,927 +15%
GC
3
Guggenheim Capital
Illinois
$5.93M +$1.09M +66,785 +23%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$5.68M +$75.8K +4,638 +1%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$4.78M +$981K +60,003 +26%
UBS Group
6
UBS Group
Switzerland
$3.22M -$785K -48,032 -20%
Morgan Stanley
7
Morgan Stanley
New York
$1.92M -$40.6K -2,483 -2%
VanEck Associates
8
VanEck Associates
New York
$1.71M +$107K +6,552 +7%
LPL Financial
9
LPL Financial
California
$1.6M +$608K +37,220 +63%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.48M +$139K +8,525 +11%
Bank of America
11
Bank of America
North Carolina
$1.44M +$1.01K +62 +0.1%
MWM
12
Melfa Wealth Management
Massachusetts
$1.43M
Wells Fargo
13
Wells Fargo
California
$712K -$282K -17,231 -29%
Ameriprise
14
Ameriprise
Minnesota
$558K +$170K +10,385 +45%
ACA
15
Ackerman Capital Advisors
Texas
$528K +$262K +16,058 +103%
LFS
16
Legacy Financial Strategies
Kansas
$508K
CIA
17
Concurrent Investment Advisors
Florida
$442K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$441K +$5.38K +329 +1%
Invesco
19
Invesco
Georgia
$440K +$433K +26,464 New
RIA
20
Regal Investment Advisors
Michigan
$423K +$64.6K +3,951 +18%
BEI
21
Benjamin Edwards Inc
Missouri
$375K
Baird Financial Group
22
Baird Financial Group
Wisconsin
$373K +$132K +8,092 +56%
FAM
23
Formidable Asset Management
Ohio
$359K +$16.3K +1,000 +5%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$337K
NA
25
NewEdge Advisors
Louisiana
$310K -$65.4K -4,000 -18%

EOT Hedge Fund Activity: Q3 2025 in Review

46 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q3 2025, worth a combined $53.4M — up 4.9% from $50.9M a quarter earlier.

Fund positioning in EOT was balanced in Q3 2025: 6 funds opened new positions, 6 closed out, 18 added to existing stakes and 6 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.09M. The largest seller was Retirement Planning Group (Kansas), exiting entirely with an estimated $1.46M sold.

  • 46 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q3 2025, down from 47 in Q2 2025.
  • Funds reported $53.4M of Eaton Vance National Municipal Opportunities Trust stock for Q3 2025, up 4.9% quarter-over-quarter.
  • 6 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q3 2025 and 6 closed out, a net change of 0 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q3 2025 was Guggenheim Capital, an estimated $1.09M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q3 2025 was Retirement Planning Group (Kansas), an estimated $1.46M sold.

Based on aggregated 13F filings for Q3 2025.