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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
SIAS
176
Summit Investment Advisory Services
Minnesota
$131K +$2.85K +344 +2%
BIAS
177
Beacon Investment Advisory Services
New Jersey
$130K – – –
VHAM
178
Van Hulzen Asset Management
California
$126K – – –
CCG
179
Catalina Capital Group
California
$122K -$199 -24 -0.2%
VWA
180
VSM Wealth Advisory
Maryland
$117K +$1.6K +193 +1%
Lido Advisors
181
Lido Advisors
California
$116K +$109K +13,209 New
BCA
182
Bay Colony Advisors
Massachusetts
$115K +$109K +13,126 New
HI
183
Harbour Investments
Wisconsin
$112K +$23.6K +2,850 +29%
SWM
184
SK Wealth Management
Rhode Island
$111K +$2.38K +288 +2%
WW
185
Waterfront Wealth
Kansas
$110K +$91 +11 +0.1%
TIA
186
Traphagen Investment Advisors
New Jersey
$108K +$538 +65 +0.5%
PFS
187
Prospera Financial Services
Texas
$107K -$41.4K -5,000 -29%
MWM
188
Modern Wealth Management
Kansas
$106K – – –
GWP
189
Gateway Wealth Partners
Wisconsin
$104K – – –
SIMG
190
Sonora Investment Management Group
Arizona
$102K – – –
WF
191
Welch & Forbes
Massachusetts
$101K – – –
IA
192
Insight Advisors
Pennsylvania
$101K – – –
BCP
193
Blue Chip Partners
Michigan
$101K – – –
PIA
194
Perennial Investment Advisors
California
$99.6K – – –
IPAM
195
Investment Partners Asset Management
New Jersey
$97.9K -$8.28K -1,000 -8%
WA
196
Wealth Alliance
New York
$96.8K -$4.29K -518 -4%
MSFS
197
Main Street Financial Solutions
Pennsylvania
$96K +$2.09K +252 +2%
BPWM
198
Badgley Phelps Wealth Managers
Washington
$95.3K – – –
WAP
199
Wealthcare Advisory Partners
Pennsylvania
$94.2K +$89.1K +10,771 New
CTA
200
Colonial Trust Advisors
South Carolina
$93.5K +$88.4K +10,685 New
6 7
8
9 10

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.