We are live on ! Find out more
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
DI
101
Decision Investments
California
$121K +$122K +12,200 New
Focus Partners Wealth
102
Focus Partners Wealth
Massachusetts
$120K +$2.66K +265 +2%
WA
103
WealthTrust Axiom
Pennsylvania
$117K
OC
104
Oppenheimer & Co
New York
$113K +$1.49K +149 +1%
WWM
105
Western Wealth Management
Colorado
$111K +$112K +11,162 New
AWM
106
Apollon Wealth Management
South Carolina
$102K
JHCP
107
Jackson Hole Capital Partners
Oklahoma
$101K
EIP
108
Ellis Investment Partners
Pennsylvania
$101K +$102K +10,161 New
MCM
109
MAI Capital Management
Ohio
$80.3K +$11K +1,100 +16%
SWM
110
Spire Wealth Management
Virginia
$77.7K -$3.86K -385 -5%
BC
111
Barrett & Company
Rhode Island
$69.4K
SIS
112
Sound Income Strategies
Florida
$68.6K +$1.12K +112 +2%
GRP
113
Global Retirement Partners
California
$67.2K
CHC
114
City Holding Co
West Virginia
$59.5K
IA
115
IFP Advisors
Florida
$57.6K
BAM
116
Byrne Asset Management
New Jersey
$47.1K
AF
117
Allworth Financial
California
$43.3K +$90 +9 +0.2%
AAP
118
Arax Advisory Partners
Colorado
$38K +$38.4K +3,830 New
MSWA
119
Marshall & Sterling Wealth Advisors
New York
$33.7K
SA
120
Strategic Advocates
Utah
$31.3K +$271 +27 +0.9%
WBC
121
West Branch Capital
Massachusetts
$20.8K +$150 +15 +0.7%
T2I
122
Turim 21 Investimentos
Brazil
$17.8K -$1.77K -177 -9%
FFA
123
Farther Finance Advisors
California
$17.7K +$15.3K +1,522 +572%
CA
124
Crewe Advisors
Utah
$17.3K +$401 +40 +2%
BWL
125
Bogart Wealth LLC
Virginia
$14.9K