We are live on ! Find out more
ETY icon

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
Corient Private Wealth
76
Corient Private Wealth
Florida
$471K -$33K -2,300 -7%
EWA
77
EP Wealth Advisors
California
$456K +$423K +29,485 New
Cerity Partners
78
Cerity Partners
New York
$445K +$114K +7,944 +38%
MML Investors Services
79
MML Investors Services
Massachusetts
$441K +$37.6K +2,622 +10%
CL
80
Choreo LLC
Illinois
$424K – – –
AWA
81
Arete Wealth Advisors
Illinois
$420K -$1.38K -96 -0.4%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$385K -$1.29K -90 -0.4%
JWCA
83
J.W. Cole Advisors
Florida
$381K -$22.9K -1,597 -6%
NAS
84
Nicolet Advisory Services
Wisconsin
$366K – – –
FA
85
Fiduciary Alliance
South Carolina
$347K +$322K +22,450 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$346K -$2.04K -142 -0.6%
BPA
87
Beacon Pointe Advisors
California
$339K – – –
CIA
88
Concurrent Investment Advisors
Florida
$337K +$312K +21,771 New
HI
89
Harbour Investments
Wisconsin
$335K +$36.7K +2,563 +13%
BB
90
Burford Brothers
Texas
$331K – – –
SF
91
Seek First
California
$325K +$63.8K +4,449 +27%
MCM
92
Mendel Capital Management
Arkansas
$312K -$56.8K -3,962 -16%
OC
93
Oppenheimer & Co
New York
$307K +$373 +26 +0.1%
CIAS
94
Capital Investment Advisory Services
North Carolina
$304K +$120K +8,393 +74%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$303K +$12.1K +846 +5%
OBWG
96
Onyx Bridge Wealth Group
New York
$301K +$5.56K +388 +2%
CWS
97
Confluence Wealth Services
Pennsylvania
$299K +$4.64K +324 +2%
WA
98
Wealth Alliance
New York
$297K +$12.3K +861 +5%
USCWA
99
U.S. Capital Wealth Advisors
Texas
$296K -$365K -25,470 -57%
LMKC
100
L.M. Kohn & Company
Ohio
$293K +$67.7K +4,720 +33%
2 3
4
5 6

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.