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EVV

Eaton Vance Limited Duration Income Fund

146 hedge funds and large institutions have $389M invested in Eaton Vance Limited Duration Income Fund in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

4% more funds holding

Funds holding: 141146 (+5)

7% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 45

0.44% more ownership

Funds ownership: 33.3%33.74% (+0.44%)

1% less capital invested

Capital invested by funds: $393M → $389M (-$4.22M)

Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
48
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$2.26M -$292K -29,089 -11%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.1M -$675K -67,323 -24%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$2.08M -$89.1K -8,884 -4%
PIWA
29
Prevail Innovative Wealth Advisors
Kansas
$2.04M +$82.1K +8,186 +4%
SF
30
Summit Financial
New Jersey
$1.91M +$256K +25,559 +15%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$1.77M +$28.9K +2,878 +2%
EFG
32
Ethos Financial Group
Pennsylvania
$1.71M -$91.7K -9,149 -5%
Jane Street
33
Jane Street
New York
$1.51M +$1.21M +120,575 +380%
ACP
34
Aviance Capital Partners
Florida
$1.37M +$61.9K +6,173 +5%
KIG
35
Kennedy Investment Group
New Jersey
$1.36M -$586K -58,422 -30%
CCFM
36
Clear Creek Financial Management
Washington
$1.35M +$45.6K +4,549 +3%
CA
37
CoreCap Advisors
Michigan
$1.27M -$227K -22,630 -15%
MWM
38
Melfa Wealth Management
Massachusetts
$989K +$29.4K +2,937 +3%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$979K +$804K +80,188 +430%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$863K +$39.8K +3,972 +5%
WS
41
Wedbush Securities
California
$859K +$82.6K +8,233 +10%
NAS
42
NWF Advisory Services
California
$811K -$103K -10,300 -11%
IFG
43
Independent Financial Group
California
$716K
FHA
44
Flagship Harbor Advisors
Massachusetts
$682K -$3.66K -365 -0.5%
Lido Advisors
45
Lido Advisors
California
$680K +$384K +38,262 +129%
POIA
46
Pin Oak Investment Advisors
Texas
$629K +$23.1K +2,300 +4%
BEI
47
Benjamin Edwards Inc
Missouri
$605K -$99.3K -9,903 -14%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$600K -$7.89K -787 -1%
MFG
49
Merit Financial Group
Georgia
$568K -$2.77K -276 -0.5%
WAM
50
Wolverine Asset Management
Illinois
$509K +$473K +47,209 +1,144%