EVM

Eaton Vance California Municipal Bond Fund
EVM

Overview Fund Activity

47 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, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-7
Holders Change %
-12.96%
% 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
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$2.26M
2
IA
Icon Advisers
Colorado
+$1.94M
3
SCM
Saba Capital Management
New York
+$1.72M
4
AAM
Advisors Asset Management
Colorado
+$501K
5
Wells Fargo
Wells Fargo
California
+$330K

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$3.29M
2
LSC
Logan Stone Capital
Illinois
-$891K
3
GC
Guggenheim Capital
Illinois
-$738K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$508K
5
WAM
Wolverine Asset Management
Illinois
-$458K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Melfa Wealth Management
Massachusetts
$393K – – –
QL
27
Quarry LP
New York
$377K – – –
Bank of America
28
Bank of America
North Carolina
$355K +$54.7K +5,900 +18%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$342K +$142K +15,270 +71%
Stifel Financial
30
Stifel Financial
Missouri
$265K -$29.2K -3,155 -10%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$190K +$25K +2,700 +15%
VCWA
32
Vanguard Capital Wealth Advisors
Colorado
$185K – – –
HighTower Advisors
33
HighTower Advisors
Illinois
$176K +$36.6K +3,951 +26%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$140K – – –
MA
35
MKT Advisors
California
$112K – – –
RCG
36
Regatta Capital Group
California
$102K -$47.4K -5,113 -32%
HKAM
37
Horizon Kinetics Asset Management
New York
$99K – – –
ACM
38
Alethea Capital Management
Washington
$98.8K – – –
MFS
39
Madrona Financial Services
Washington
$98.2K +$1.3K +140 +1%
WANY
40
Wealthspire Advisors (New York)
New York
$95.8K – – –
OCM
41
One Capital Management
California
$95.6K – – –
VBWMG
42
Von Berge Wealth Management Group
California
$92.8K – – –
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$59.9K -$20.2K -2,178 -25%
HCM
44
Hollencrest Capital Management
California
$25.7K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$21.3K – – –
RIL
46
Rothschild Investment LLC
Illinois
$13.9K +$176 +19 +1%
PA
47
Parallel Advisors
California
$3.34K – – –
LSC
48
Logan Stone Capital
Illinois
– -$891K -97,143 Closed
WAM
49
Wolverine Asset Management
Illinois
– -$458K -49,952 Closed
RAM
50
Readystate Asset Management
Illinois
– -$160K -17,433 Closed
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