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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
SFS
101
Shaker Financial Services
Virginia
$366K +$346K +41,840 New
PI
102
PFG Investments
New York
$365K +$265 +32 +0.1%
SI
103
Saxon Interests
Texas
$357K – – –
SS
104
Sunbelt Securities
Texas
$349K +$243K +29,352 +219%
PRTG
105
Post Resch Tallon Group
New York
$349K +$71.7K +8,659 +28%
S
106
Sunpointe
Missouri
$338K -$828 -100 -0.3%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$336K +$169K +20,402 +113%
Creative Planning
108
Creative Planning
Kansas
$332K -$8.75K -1,057 -3%
Pathstone Holdings
109
Pathstone Holdings
New Jersey
$328K – – –
CWM
110
Cranbrook Wealth Management
Michigan
$323K – – –
AAS
111
Avantax Advisory Services
Texas
$316K +$68.5K +8,276 +30%
MCCA
112
Mill Creek Capital Advisors
Pennsylvania
$312K – – –
SWM
113
Stockman Wealth Management
Montana
$303K – – –
SWP
114
Semus Wealth Partners
Florida
$303K +$6.61K +799 +2%
CB
115
Commerce Bank
Missouri
$293K – – –
MA
116
MKT Advisors
California
$292K -$14.1K -1,700 -5%
BEI
117
Benjamin Edwards Inc
Missouri
$288K +$18.5K +2,230 +7%
CW
118
CreativeOne Wealth
Kansas
$285K -$47.2K -5,700 -15%
GSIAS
119
Garden State Investment Advisory Services
New Jersey
$277K +$588 +71 +0.2%
AWA
120
Amplius Wealth Advisors
Pennsylvania
$276K +$95.2K +11,500 +58%
DI
121
Diligent Investors
California
$266K -$6.93K -837 -3%
SWM
122
Silverlake Wealth Management
Vermont
$259K – – –
FFN
123
Focus Financial Network
Minnesota
$257K +$40.6K +4,911 +20%
Brown Advisory
124
Brown Advisory
Maryland
$256K +$112K +13,500 +86%
PAG
125
Private Advisor Group
New Jersey
$251K -$8.25K -997 -3%
3 4
5
6 7

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.