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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
VVP
151
Venture Visionary Partners
Ohio
$169K – – –
MW
152
MBL Wealth
North Carolina
$168K +$158K +19,150 New
Franklin Resources
153
Franklin Resources
California
$167K – – –
Empower Advisory Group
154
Empower Advisory Group
Colorado
$166K – – –
RS
155
Retirement Solution
Washington
$164K +$155K +18,693 New
FHC
156
First Heartland Consultants
Missouri
$160K – – –
FPL
157
Fortress Private Ledger
North Carolina
$159K -$36.3K -4,382 -19%
ATS
158
Ashton Thomas Securities
New York
$158K +$2.62K +317 +2%
BOS
159
Bank of Stockton
California
$158K – – –
MWA
160
Meridian Wealth Advisors
Texas
$157K – – –
KAS
161
KPP Advisory Services
Kentucky
$155K – – –
MPCG
162
Matrix Private Capital Group
New York
$152K -$49.7K -6,000 -26%
WCM
163
WealthBridge Capital Management
Ohio
$151K – – –
BRWA
164
B. Riley Wealth Advisors
Florida
$151K +$143K +17,256 New
SWA
165
Sax Wealth Advisors
New Jersey
$151K +$50.5K +6,100 +55%
SSWM
166
Strait & Sound Wealth Management
California
$151K – – –
Bank of New York Mellon
167
Bank of New York Mellon
New York
$149K – – –
GIA
168
Gladstone Institutional Advisory
Florida
$148K – – –
PGWM
169
Parisi Gray Wealth Management
New Jersey
$140K – – –
WA
170
Waverly Advisors
Alabama
$138K -$4.19K -506 -3%
NFSG
171
Newbridge Financial Services Group
Florida
$137K +$130K +15,708 New
CCG
172
Capital CS Group
California
$135K +$1.39K +168 +1%
FT
173
Fiduciary Trust
Massachusetts
$135K – – –
EWM
174
Empirical Wealth Management
Washington
$133K +$126K +15,230 New
VF
175
Virtu Financial
New York
$132K +$124K +15,031 New
5 6
7
8 9

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.