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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
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$32.1K +$26.2K +2,650 +556%
OLVIG
127
Oliver Lagore Vanvalin Investment Group
Michigan
$29.9K +$29.7K +3,000 New
WBC
128
West Branch Capital
Massachusetts
$21.4K
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$20.5K
CA
130
Crewe Advisors
Utah
$17.2K +$356 +36 +2%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$15.6K +$326 +33 +2%
BWL
132
Bogart Wealth LLC
Virginia
$15.4K
EWA
133
EverSource Wealth Advisors
Alabama
$15.4K
KTC
134
Kentucky Trust Company
Kentucky
$10.2K
SWP
135
Strategic Wealth Partners
Ohio
$7.18K +$6.92K +700 New
GWM
136
Geneos Wealth Management
Colorado
$6.62K -$6.38K -645 -50%
IWM
137
Inlight Wealth Management
Georgia
$5.98K
CWP
138
Concord Wealth Partners
Virginia
$5.53K -$13.7K -1,389 -72%
EWM
139
Evolution Wealth Management
Florida
$4.65K +$4.48K +453 New
FFA
140
Farther Finance Advisors
California
$2.73K
BCWM
141
Bartlett & Co Wealth Management
Ohio
$2.62K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$2K
ADL
143
Asset Dedication LLC
California
$1.27K
HB
144
Horizon Bancorp
Indiana
$1K
SIC
145
SJS Investment Consulting
Ohio
$113 +$109 +11 New
TRCT
146
Tower Research Capital (TRC)
New York
$72
Jane Street
147
Jane Street
New York
-$357K -35,811 Closed
MC
148
Moors & Cabot
Massachusetts
-$223K -22,313 Closed
SFS
149
Sowell Financial Services
Arkansas
-$218K -21,851 Closed
HF
150
HRT Financial
New York
-$149K -14,966 Closed

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.