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EVV

Eaton Vance Limited Duration Income Fund

146 hedge funds and large institutions have $390M invested in Eaton Vance Limited Duration Income Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $372M → $390M (+$18.2M)

0.66% more ownership

Funds ownership: 32.05%32.71% (+0.66%)

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

3% less funds holding

Funds holding: 150146 (-4)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
146
Holders Change
-4
Holders Change %
-2.67%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
46
Reduced
47
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Clearstead Advisors
Ohio
$131K +$126K +12,770 New
HCM
102
Hollencrest Capital Management
California
$131K
HI
103
Harbour Investments
Wisconsin
$130K
CWG
104
Cornerstone Wealth Group
North Carolina
$128K
WA
105
WealthTrust Axiom
Pennsylvania
$121K -$14.8K -1,500 -11%
Focus Partners Wealth
106
Focus Partners Wealth
Massachusetts
$119K +$2.5K +253 +2%
OC
107
Oppenheimer & Co
New York
$114K +$1.4K +142 +1%
EB
108
Eastern Bank
Massachusetts
$113K
SI
109
Stephens Inc
Arkansas
$113K +$7.24K +732 +7%
Citadel Advisors
110
Citadel Advisors
Florida
$110K +$106K +10,744 New
AWM
111
Apollon Wealth Management
South Carolina
$105K
JHCP
112
Jackson Hole Capital Partners
Oklahoma
$104K +$101K +10,184 New
GC
113
Gilbert & Cook
Iowa
$103K
SWM
114
Spire Wealth Management
Virginia
$80.4K
BC
115
Barrett & Company
Rhode Island
$71.8K -$19.3K -1,952 -22%
MCM
116
MAI Capital Management
Ohio
$71.8K
GRP
117
Global Retirement Partners
California
$69.6K +$67.1K +6,783 New
SIS
118
Sound Income Strategies
Florida
$68.6K +$1.44K +146 +2%
CIA
119
Cape Investment Advisory
Georgia
$62.5K -$9.89K -1,000 -14%
IA
120
IFP Advisors
Florida
$59.7K
AAS
121
Ameritas Advisory Services
Nebraska
$55.9K +$53.9K +5,450 New
BAM
122
Byrne Asset Management
New Jersey
$48.7K
AF
123
Allworth Financial
California
$44.6K +$13.9K +1,406 +48%
GWSG
124
GPS Wealth Strategies Group
Colorado
$42.1K
MSWA
125
Marshall & Sterling Wealth Advisors
New York
$34.9K

EVV Hedge Fund Activity: Q2 2025 in Review

146 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q2 2025, worth a combined $390M — up 4.9% from $372M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EVV and 13 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 46 added.

The largest buyer was Sit Investment Associates, adding an estimated $7.88M. The largest seller was Kennedy Investment Group, cutting an estimated $2.48M.

  • 146 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q2 2025, down from 150 in Q1 2025.
  • Funds reported $390M of Eaton Vance Limited Duration Income Fund stock for Q2 2025, up 4.9% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Limited Duration Income Fund positions in Q2 2025 and 16 closed out, a net change of -3 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q2 2025 was Sit Investment Associates, an estimated $7.88M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q2 2025 was Kennedy Investment Group, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2025.