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Eaton Vance Tax-Managed Diversified Equity Income Fund

195 hedge funds and large institutions have $590M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

53% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 45

5% more capital invested

Capital invested by funds: $560M → $590M (+$29.9M)

3% more funds holding

Funds holding: 190195 (+5)

0.56% more ownership

Funds ownership: 22.99%23.55% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
195
Holders Change
+5
Holders Change %
+2.63%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
69
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$206M +$10.3M +654,632 +5%
Raymond James Financial
2
Raymond James Financial
Florida
$43M +$1M +63,650 +2%
Wells Fargo
3
Wells Fargo
California
$31.6M +$467K +29,636 +2%
Invesco
4
Invesco
Georgia
$24.1M -$11.4K -722 -0%
LPL Financial
5
LPL Financial
California
$18.9M +$212K +13,473 +1%
PS
6
Principal Securities
Iowa
$18.3M +$272K +17,259 +2%
GC
7
Guggenheim Capital
Illinois
$15.5M -$1.01M -63,927 -6%
Bank of America
8
Bank of America
North Carolina
$12.8M -$29.7K -1,885 -0.2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.7M -$613K -38,946 -5%
MPCG
10
Matrix Private Capital Group
New York
$10.6M +$627K +39,831 +6%
RA
11
RFG Advisory
Alabama
$9.78M -$4.94M -313,653 -34%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.76M +$19.6K +1,244 +0.2%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$8.64M +$394K +25,049 +5%
UBS Group
14
UBS Group
Switzerland
$8.47M +$1.03M +65,659 +14%
Ameriprise
15
Ameriprise
Minnesota
$7.22M +$219K +13,895 +3%
Stifel Financial
16
Stifel Financial
Missouri
$6.59M -$143K -9,069 -2%
PFA
17
Pathway Financial Advisers
Indiana
$6.49M +$355K +22,564 +6%
HBCM
18
Heron Bay Capital Management
Michigan
$6.43M -$33.6K -2,133 -0.5%
IWM
19
IHT Wealth Management
Illinois
$6.41M +$723K +45,935 +13%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$6.14M -$71K -4,507 -1%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$5.62M +$603K +38,308 +12%
AAM
22
Advisors Asset Management
Colorado
$5.08M +$420K +26,653 +9%
CA
23
CoreCap Advisors
Michigan
$5.01M -$328K -20,815 -6%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$4.75M -$33.1K -2,103 -0.7%
Cohen & Steers
25
Cohen & Steers
New York
$4.7M

ETY Hedge Fund Activity: Q3 2025 in Review

195 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2025, worth a combined $590M — up 5.3% from $560M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ETY positions and 9 closed out — a net gain of 9 holders — while 69 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was RFG Advisory, cutting an estimated $4.94M.

  • 195 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2025, up from 190 in Q2 2025.
  • Funds reported $590M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2025, up 5.3% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2025 and 9 closed out, a net change of +9 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2025 was Morgan Stanley, an estimated $10.3M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2025 was RFG Advisory, an estimated $4.94M sold.

Based on aggregated 13F filings for Q3 2025.