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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
EWA
126
EverSource Wealth Advisors
Alabama
$14.9K
LWMI
127
Legacy Wealth Management (Idaho)
Idaho
$11.6K -$9.84K -981 -46%
AssetMark Inc
128
AssetMark Inc
California
$11.4K +$11.5K +1,150 New
SAG
129
SageView Advisory Group
California
$11.1K +$11.2K +1,115 New
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$10.5K -$4.98K -497 -32%
HWP
131
Highline Wealth Partners
California
$9.91K
SWM
132
SHP Wealth Management
Massachusetts
$9.91K +$10K +1,000 New
GFA
133
Godfrey Financial Associates
New York
$8.26K +$8.35K +833 New
GWM
134
Geneos Wealth Management
Colorado
$6.39K
IWM
135
Inlight Wealth Management
Georgia
$5.78K
AFC
136
Ares Financial Consulting
California
$5.68K +$5.75K +573 New
CI
137
CX Institutional
Indiana
$5K +$5.14K +513 New
SAM
138
Smartleaf Asset Management
Massachusetts
$4.97K +$5.01K +500 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$4.72K -$8.82K -880 -65%
PA
140
Parallel Advisors
California
$4.04K +$4.09K +408 New
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.82K +281 +204%
NWM
142
Nova Wealth Management
Florida
$3.01K +$3.05K +304 New
CWP
143
Concord Wealth Partners
Virginia
$2.61K -$2.89K -288 -52%
BCWM
144
Bartlett & Co Wealth Management
Ohio
$2.53K
PWMG
145
Private Wealth Management Group
New Jersey
$1.29K +$1.3K +130 New
HB
146
Horizon Bancorp
Indiana
$1K
FA
147
Fountainhead AM
New Jersey
-$381K -37,564 Closed
RP
148
Riverbridge Partners
Minnesota
-$253K -24,878 Closed
Millennium Management
149
Millennium Management
New York
-$223K -22,000 Closed
GSIAS
150
Garden State Investment Advisory Services
New Jersey
-$131K -12,944 Closed