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Eaton Vance Tax-Managed Diversified Equity Income Fund

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: 24 (+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: 186190 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$190M -$1.41M -98,111 -0.8%
Raymond James Financial
2
Raymond James Financial
Florida
$40.9M +$711K +49,567 +2%
Wells Fargo
3
Wells Fargo
California
$30.2M +$1.09M +75,983 +4%
Invesco
4
Invesco
Georgia
$23.4M -$135K -9,405 -0.6%
LPL Financial
5
LPL Financial
California
$18.2M +$612K +42,669 +4%
PS
6
Principal Securities
Iowa
$17.6M +$1.09M +75,819 +7%
GC
7
Guggenheim Capital
Illinois
$16M +$1.07M +74,658 +8%
RA
8
RFG Advisory
Alabama
$14.4M -$738K -51,457 -5%
Bank of America
9
Bank of America
North Carolina
$12.5M +$484K +33,787 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11M +$188K +13,095 +2%
MPCG
11
Matrix Private Capital Group
New York
$9.74M -$248K -17,269 -3%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.53M -$868K -60,531 -10%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$8.02M +$402K +28,018 +6%
UBS Group
14
UBS Group
Switzerland
$7.23M -$34K -2,370 -0.5%
Stifel Financial
15
Stifel Financial
Missouri
$6.55M +$452K +31,544 +8%
Ameriprise
16
Ameriprise
Minnesota
$6.33M -$6.51M -454,004 -53%
HBCM
17
Heron Bay Capital Management
Michigan
$6.29M +$1.29M +89,849 +28%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.04M -$717K -50,053 -11%
PFA
19
Pathway Financial Advisers
Indiana
$5.97M +$190K +13,226 +4%
IWM
20
IHT Wealth Management
Illinois
$5.53M +$205K +14,296 +4%
CA
21
CoreCap Advisors
Michigan
$5.2M +$161K +11,230 +3%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.87M +$71.6K +4,997 +2%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$4.66M +$105K +7,325 +2%
HighTower Advisors
24
HighTower Advisors
Illinois
$4.61M +$124K +8,645 +3%
Cohen & Steers
25
Cohen & Steers
New York
$4.57M

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.