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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
Osaic Holdings
26
Osaic Holdings
Arizona
$4.34M +$122K +14,718 +3%
CA
27
CoreCap Advisors
Michigan
$3.65M -$19.6K -2,371 -0.6%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$3.44M +$133K +16,062 +4%
PAMP
29
Polar Asset Management Partners
Ontario, Canada
$2.66M +$58.7K +7,094 +2%
KFP
30
KMG Fiduciary Partners
Ohio
$2.56M +$244K +29,499 +11%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.52M -$202K -24,348 -8%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.5M +$7.26K +877 +0.3%
Cerity Partners
33
Cerity Partners
New York
$2.45M +$2.14M +258,510 +1,202%
KAS
34
Kestra Advisory Services
Texas
$2.21M +$760K +91,794 +57%
PAS
35
Park Avenue Securities
New York
$2.06M -$29.6K -3,579 -1%
MGWM
36
Marks Group Wealth Management
Minnesota
$2.02M – – –
IWC
37
Integrated Wealth Concepts
Massachusetts
$1.9M +$975K +117,765 +119%
William Blair & Company
38
William Blair & Company
Illinois
$1.72M -$828 -100 -0.1%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.69M -$18.7K -2,254 -1%
Truist Financial
40
Truist Financial
North Carolina
$1.67M -$59.7K -7,216 -4%
AC
41
Avestar Capital
New York
$1.66M +$2.48K +300 +0.2%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.51M -$22.9K -2,768 -2%
Comerica Bank
43
Comerica Bank
Texas
$1.41M -$63.1K -7,619 -5%
PCM
44
Pointe Capital Management
Michigan
$1.4M – – –
HNWAG
45
High Net Worth Advisory Group
Florida
$1.31M – – –
PS
46
Principal Securities
Iowa
$1.25M +$148K +17,922 +14%
Goldman Sachs
47
Goldman Sachs
New York
$1.25M +$117K +14,100 +11%
Jane Street
48
Jane Street
New York
$1.13M +$777K +93,891 +265%
Mariner
49
Mariner
Kansas
$1.11M +$890K +107,562 +571%
SPIA
50
Steward Partners Investment Advisory
New York
$1.04M -$12.8K -1,548 -1%
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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.