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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
MML Investors Services
76
MML Investors Services
Massachusetts
$561K +$20.2K +2,441 +4%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$561K +$52.8K +6,382 +11%
Corient Private Wealth
78
Corient Private Wealth
Florida
$561K -$646 -78 -0.1%
AWS
79
Atria Wealth Solutions
New York
$558K +$251K +30,307 +91%
EC
80
Elequin Capital
New York
$536K +$507K +61,257 New
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$528K -$341K -41,240 -41%
DWM
82
Dakota Wealth Management
Florida
$521K -$147K -17,735 -23%
SF
83
Summit Financial
New Jersey
$500K +$473K +57,122 New
IFG
84
Independent Financial Group
California
$496K -$18K -2,175 -4%
Calamos Advisors
85
Calamos Advisors
Illinois
$491K -$40.4K -4,878 -8%
MWM
86
MGB Wealth Management
Texas
$490K -$469K -56,676 -50%
DJYG
87
David J. Yvars Group
Florida
$485K +$31.5K +3,805 +7%
KA
88
Kovack Advisors
Florida
$463K +$49.3K +5,959 +13%
WE
89
Wealth Effects
Massachusetts
$451K -$5.64K -682 -1%
AAS
90
Ameritas Advisory Services
Nebraska
$424K -$193K -23,322 -32%
IAG
91
Investmark Advisory Group
Connecticut
$423K +$5.32K +643 +1%
AWA
92
Arkadios Wealth Advisors
Georgia
$412K – – –
AC
93
Avory & Company
Florida
$412K – – –
AFG
94
Atomi Financial Group
New York
$406K – – –
ICMP
95
Integrated Capital Management (Pennsylvania)
Pennsylvania
$404K +$21.7K +2,624 +6%
FFA
96
Farther Finance Advisors
California
$403K +$74.1K +8,959 +24%
WS
97
Wedbush Securities
California
$403K – – –
HA
98
Herold Advisors
New York
$399K +$256K +30,901 +210%
BAAM
99
Baker Avenue Asset Management
California
$389K – – –
Kovitz Investment Group Partners
100
Kovitz Investment Group Partners
Illinois
$369K -$59.5K -7,186 -15%
2 3
4
5 6

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.