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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
HSA
126
HBK Sorce Advisory
Pennsylvania
$248K +$41K +4,956 +21%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$245K -$10.9K -1,317 -4%
SFPG
128
Stonebridge Financial Planning Group
Florida
$244K +$546 +66 +0.2%
SCM
129
Sage Capital Management
New Jersey
$240K -$41.4K -5,000 -15%
MWM
130
Mission Wealth Management
California
$238K – – –
MCM
131
Mendel Capital Management
Arkansas
$234K -$56.3K -6,800 -20%
AWM
132
Apollon Wealth Management
South Carolina
$227K +$10.8K +1,308 +5%
HS
133
Horan Securities
United States
$226K +$1.43K +173 +0.7%
MCC
134
Money Concepts Capital
Florida
$219K -$4.49K -542 -2%
SP
135
Successful Portfolios
Florida
$217K – – –
SWM
136
SeaCrest Wealth Management
New York
$216K -$22.5K -2,718 -10%
Balyasny Asset Management
137
Balyasny Asset Management
Illinois
$216K +$204K +24,664 New
SWA
138
Stratos Wealth Advisors
Ohio
$210K – – –
WPW
139
Warther Private Wealth
Ohio
$207K – – –
CC
140
Commons Capital
Massachusetts
$199K +$2.03K +245 +1%
SWP
141
Stratos Wealth Partners
Ohio
$191K +$9.75K +1,178 +6%
FHA
142
Flagship Harbor Advisors
Massachusetts
$189K -$1.41K -170 -0.8%
KPWS
143
Kestra Private Wealth Services
Texas
$186K -$3.73K -451 -2%
MC
144
Moors & Cabot
Massachusetts
$185K -$50.9K -6,155 -23%
IA
145
IFG Advisory
Georgia
$183K +$173K +20,937 New
MSAM
146
Moloney Securities Asset Management
Missouri
$180K +$1.44K +174 +0.9%
IAS
147
Insigneo Advisory Services
Florida
$180K – – –
HWMO
148
Heritage Wealth Management (Ohio)
Ohio
$176K -$31K -3,750 -16%
DPI
149
Diversified Portfolios Inc
Michigan
$174K +$165K +19,900 New
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$171K -$39.7K -4,799 -20%
4 5
6
7 8

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.