We are live on ! Find out more
EVM

Eaton Vance California Municipal Bond Fund
EVM

Delisted

EVM was delisted on the 24th of October, 2025.

Back to rankings

48 hedge funds and large institutions have $108M invested in Eaton Vance California Municipal Bond Fund in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

2% more capital invested

Capital invested by funds: $106M → $108M (+$2.06M)

0.42% more ownership

Funds ownership: 46.7% → 47.12% (+0.42%)

11% less funds holding

Funds holding: 54 → 48 (-6)

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
48
Holders Change
-6
Holders Change %
-11.11%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
17
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.28M
2
IA
Icon Advisers
Colorado
+$1.96M
3
SCM
Saba Capital Management
New York
+$1.73M
4
AAM
Advisors Asset Management
Colorado
+$506K
5
Wells Fargo
Wells Fargo
California
+$334K

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$3.33M
2
LSC
Logan Stone Capital
Illinois
-$891K
3
GC
Guggenheim Capital
Illinois
-$745K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$514K
5
WAM
Wolverine Asset Management
Illinois
-$458K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Melfa Wealth Management
Massachusetts
$393K – – –
QL
27
Quarry LP
New York
$377K – – –
Bank of America
28
Bank of America
North Carolina
$355K +$55.3K +5,900 +18%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$342K +$143K +15,270 +71%
Stifel Financial
30
Stifel Financial
Missouri
$265K -$29.5K -3,155 -10%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$190K +$25.3K +2,700 +15%
VCWA
32
Vanguard Capital Wealth Advisors
Colorado
$185K – – –
HighTower Advisors
33
HighTower Advisors
Illinois
$176K +$37K +3,951 +26%
SA
34
Sanctuary Advisors
Indiana
$168K -$296K -31,613 -64%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$140K – – –
MA
36
MKT Advisors
California
$112K – – –
RCG
37
Regatta Capital Group
California
$102K -$47.9K -5,113 -32%
HKAM
38
Horizon Kinetics Asset Management
New York
$99K – – –
ACM
39
Alethea Capital Management
Washington
$98.8K – – –
MFS
40
Madrona Financial Services
Washington
$98.2K +$1.31K +140 +1%
WANY
41
Wealthspire Advisors (New York)
New York
$95.8K – – –
OCM
42
One Capital Management
California
$95.6K – – –
VBWMG
43
Von Berge Wealth Management Group
California
$92.8K – – –
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$59.9K -$20.4K -2,178 -25%
HCM
45
Hollencrest Capital Management
California
$25.7K – – –
SPIA
46
Steward Partners Investment Advisory
New York
$21.3K – – –
RIL
47
Rothschild Investment LLC
Illinois
$13.9K +$178 +19 +1%
PA
48
Parallel Advisors
California
$3.34K – – –
LSC
49
Logan Stone Capital
Illinois
– -$891K -97,143 Closed
WAM
50
Wolverine Asset Management
Illinois
– -$458K -49,952 Closed
1
2
3

EVM Hedge Fund Activity: Q1 2025 in Review

48 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q1 2025, worth a combined $108M — up 1.9% from $106M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EVM and 1 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 17 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.28M. The largest seller was Deutsche Bank, cutting an estimated $3.33M.

  • 48 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q1 2025, down from 54 in Q4 2024.
  • Funds reported $108M of Eaton Vance California Municipal Bond Fund stock for Q1 2025, up 1.9% quarter-over-quarter.
  • 1 fund opened new Eaton Vance California Municipal Bond Fund positions in Q1 2025 and 7 closed out, a net change of -6 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q1 2025 was Sit Investment Associates, an estimated $2.28M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q1 2025 was Deutsche Bank, an estimated $3.33M sold.

Based on aggregated 13F filings for Q1 2025.