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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

190 hedge funds and large institutions have $560M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

51% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 49

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

9% more capital invested

Capital invested by funds: $516M → $560M (+$44.5M)

2% more funds holding

Funds holding: 186 → 190 (+4)

0.04% more ownership

Funds ownership: 22.95% → 22.99% (+0.04%)

Holders
190
Holders Change
+4
Holders Change %
+2.15%
% of All Funds
2.5%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
74
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCMW
Cypress Capital Management (Wyoming)
Wyoming
+$2.35M
2
HBCM
Heron Bay Capital Management
Michigan
+$1.29M
3
Wells Fargo
Wells Fargo
California
+$1.09M
4
PS
Principal Securities
Iowa
+$1.09M
5
GC
Guggenheim Capital
Illinois
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$6.51M
2
Morgan Stanley
Morgan Stanley
New York
-$1.41M
3
KIM
Kane Investment Management
California
-$1.27M
4
CW
CreativeOne Wealth
Kansas
-$1.09M
5
Osaic Holdings
Osaic Holdings
Arizona
-$868K
Name Holding Trade Value Shares
Change 		Change in
Stake
MQWP
51
Morey & Quinn Wealth Partners
Nebraska
$759K +$94.5K +6,595 +16%
SIAS
52
Summit Investment Advisory Services
Minnesota
$736K +$11.1K +771 +2%
NAS
53
NWF Advisory Services
California
$724K -$2.84K -198 -0.4%
EM
54
ELCO Management
New York
$718K -$14.3K -1,000 -2%
Creative Planning
55
Creative Planning
Kansas
$713K +$193K +13,476 +41%
IP
56
Ignite Planners
California
$693K -$37.5K -2,614 -6%
Mariner
57
Mariner
Kansas
$685K +$109K +7,571 +21%
WE
58
Wealth Effects
Massachusetts
$678K -$82.6K -5,764 -12%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$672K – – –
Truist Financial
60
Truist Financial
North Carolina
$668K +$34.4K +2,402 +6%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$660K +$26.1K +1,819 +5%
FLPIM
62
F.L. Putnam Investment Management
Massachusetts
$657K -$3.48K -243 -0.6%
CF
63
Centaurus Financial
California
$652K -$80.6K -5,621 -12%
IAIM
64
International Assets Investment Management
Florida
$641K +$25.8K +1,800 +5%
DJYG
65
David J. Yvars Group
Florida
$628K +$6.92K +483 +1%
P
66
&Partners
Tennessee
$623K +$369K +25,728 +177%
NFSG
67
Newbridge Financial Services Group
Florida
$614K +$569K +39,668 New
GT
68
Greenleaf Trust
Michigan
$608K -$29.6K -2,064 -5%
SSWM
69
Strait & Sound Wealth Management
California
$592K +$1.52K +106 +0.3%
AAS
70
Ameritas Advisory Services
Nebraska
$576K -$205K -14,302 -28%
AIP
71
Ameritas Investment Partners
Nebraska
$543K +$38.7K +2,698 +8%
SWA
72
Stratos Wealth Advisors
Ohio
$530K – – –
FAM
73
Flaharty Asset Management
Florida
$528K +$19.5K +1,360 +4%
FAM
74
Formidable Asset Management
Ohio
$511K – – –
CB
75
Commerce Bank
Missouri
$476K – – –
1 2
3
4 5

ETY Hedge Fund Activity: Q2 2025 in Review

190 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2025, worth a combined $560M — up 8.6% from $516M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ETY positions and 12 closed out — a net gain of 4 holders — while 74 added to existing stakes and 49 trimmed.

The largest buyer was Cypress Capital Management (Wyoming), adding an estimated $2.35M. The largest seller was Ameriprise, cutting an estimated $6.51M.

  • 190 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2025, up from 186 in Q1 2025.
  • Funds reported $560M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2025, up 8.6% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2025 and 12 closed out, a net change of +4 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2025 was Cypress Capital Management (Wyoming), an estimated $2.35M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2025 was Ameriprise, an estimated $6.51M sold.

Based on aggregated 13F filings for Q2 2025.