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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

274 hedge funds and large institutions have $593M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 65 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

34% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 65

8% more capital invested

Capital invested by funds: $551M → $593M (+$41.6M)

7% more funds holding

Funds holding: 257 → 274 (+17)

0.06% more ownership

Funds ownership: 22.12% → 22.18% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
274
Holders Change
+17
Holders Change %
+6.61%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
31
Increased
87
Reduced
65
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SA
SAM Advisors
California
+$4.2M
2
Morgan Stanley
Morgan Stanley
New York
+$3.72M
3
LPL Financial
LPL Financial
California
+$2.92M
4
Cerity Partners
Cerity Partners
New York
+$2.14M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$975K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$6.7M
2
KIM
Karpus Investment Management
New York
-$5.19M
3
AA
AQR Arbitrage
Connecticut
-$4.75M
4
Invesco
Invesco
Georgia
-$3.51M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
251
Fidelity Investments
Massachusetts
$13.9K – – –
EWP
252
Elevation Wealth Partners
California
$13.1K – – –
PFBT
253
Parkside Financial Bank & Trust
Missouri
$12.8K – – –
GI
254
GAMMA Investing
California
$11.1K -$786 -95 -7%
VFM
255
Vision Financial Markets
Connecticut
$9.27K +$207 +25 +2%
WB
256
Webster Bank
Connecticut
$8.75K – – –
AW
257
Avion Wealth
Texas
$8K – – –
AEPWM
258
Atlantic Edge Private Wealth Management
Florida
$7.88K – – –
WPA
259
Wealth Preservation Advisors
Tennessee
$7.44K – – –
NB
260
NBT Bank
New York
$7K – – –
WTFG
261
Wood Tarver Financial Group
Idaho
$7K – – –
Russell Investments Group
262
Russell Investments Group
United Kingdom
$3.75K -$58 -7 -2%
OP
263
ORG Partners
Indiana
$3.42K – – –
HNB
264
Huntington National Bank
Ohio
$3.37K – – –
KFI
265
Key Financial Inc
Pennsylvania
$3.05K – – –
HFS
266
Hantz Financial Services
Michigan
$3K +$2.76K +334 New
BIG
267
Brooklyn Investment Group
New York
$2.92K +$2.76K +334 New
BCMLT
268
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.67K +$58 +7 +2%
CSC
269
Caldwell Sutter Capital
California
$2.59K – – –
TCOT
270
Trust Company of Toledo
Ohio
$2.19K +$2.07K +250 New
T
271
Tidemark
California
$1.75K – – –
JP Morgan Chase
272
JP Morgan Chase
New York
$1.39K – – –
SAM
273
Smartleaf Asset Management
Massachusetts
$873 – – –
AssetMark Inc
274
AssetMark Inc
California
$796 -$1.02K -123 -57%
MC
275
Montag & Caldwell
Georgia
$481 – – –
8 9 10
11
12

EXG Hedge Fund Activity: Q2 2025 in Review

274 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q2 2025, worth a combined $593M — up 7.5% from $551M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new EXG positions and 12 closed out — a net gain of 19 holders — while 87 added to existing stakes and 65 trimmed.

The largest buyer was SAM Advisors, opening a new position worth an estimated $4.2M. The largest seller was 1607 Capital Partners, cutting an estimated $6.7M.

  • 274 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q2 2025, up from 257 in Q1 2025.
  • Funds reported $593M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q2 2025, up 7.5% quarter-over-quarter.
  • 31 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q2 2025 and 12 closed out, a net change of +19 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q2 2025 was SAM Advisors, an estimated $4.2M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q2 2025 was 1607 Capital Partners, an estimated $6.7M sold.

Based on aggregated 13F filings for Q2 2025.