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.
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: 150 → 146 (-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: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$7.88M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.92M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.69M |
| 4 |
Morgan Stanley
New York
|
+$1.21M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$783K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIG
Kennedy Investment Group
West Depford,
New Jersey
|
-$2.48M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.33M |
| 3 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
-$1.17M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$657K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$530K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CNWM
151
Clay Northam Wealth Management
Huntington Beach,
California
| – | -$130K | -13,014 | Closed |
|
|
GSC
152
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$125K | -12,488 | Closed |
|
|
CFA
153
Cahill Financial Advisors
Edina,
Minnesota
| – | -$124K | -12,389 | Closed |
|
|
SPC
154
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$122K | -12,211 | Closed |
|
|
EH
155
Equitable Holdings
New York
| – | -$121K | -12,100 | Closed |
|
|
EIP
156
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$105K | -10,558 | Closed |
|
|
IA
157
Integrity Alliance
Urbandale,
Iowa
| – | -$103K | -10,326 | Closed |
|
|
EC
158
Elequin Capital
New York
| – | -$85.7K | -8,586 | Closed |
|
|
SGC
159
Slocum, Gordon & Co
Newport,
Rhode Island
| – | -$21.9K | -2,195 | Closed |
|
|
GWP
160
Gen-Wealth Partners
Zeeland,
Michigan
| – | -$4.99K | -500 | Closed |
|
161
JP Morgan Chase
New York
| – | -$3.77K | -378 | Closed |
|
|
CAWM
162
Capital A Wealth Management
New Castle,
Pennsylvania
| – | -$659 | -66 | 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.