Eaton Vance Enhanced Equity Income Fund
EOI- Exchange
- NYSE
- SEC CIK
- 0001300391
In the last 90 days, Eaton Vance Enhanced Equity Income Fund insiders filed 1 open-market purchase and 0 sales; 91 institutions reported holding it in 13F filings for Q2 2026, worth $178.3M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 83
- 0 vs. Q4 2024
- Shares held
- 8.36M
- +180.5K (+2.2%) vs. Q4 2024
- Total value
- $156.6M
- −$13.4M (−7.9%) vs. Q4 2024
- New holders
- 7
- 40 more added
- Sold out
- 7
- 16 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EOI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 91 | $178.3M |
| Q1 2026 | 85 | $181.1M |
| Q4 2025 | 89 | $183.9M |
| Q3 2025 | 84 | $178.6M |
| Q2 2025 | 79 | $173.9M |
| Q1 2025 | 83 | $156.6M |
| Q4 2024 | 84 | $170.0M |
| Q3 2024 | 82 | $163.3M |
| Q2 2024 | 80 | $170.2M |
| Q1 2024 | 81 | $154.7M |
| Q4 2023 | 77 | $140.6M |
| Q3 2023 | 74 | $131.1M |
| Q2 2023 | 76 | $134.9M |
| Q1 2023 | 76 | $113.5M |
| Q4 2022 | 79 | $114.0M |
| Q3 2022 | 68 | $105.0M |
| Q2 2022 | 70 | $114.7M |
| Q1 2022 | 72 | $135.8M |
| Q4 2021 | 74 | $146.5M |
| Q3 2021 | 69 | $126.1M |
| Q2 2021 | 68 | $131.9M |
| Q1 2021 | 71 | $118.0M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 1,311,047 | $24.6M | 0.01% | +3,970+0.3% | Added |
| Kovitz Investment Group Partners, LLC | 814,530 | $15.3M | 0.08% | −21,964−2.6% | Reduced |
| Morgan Stanley | 801,398 | $15.0M | 0.00% | +41,916+5.5% | Added |
| Bank of America Corp | 588,558 | $11.0M | 0.00% | +8,242+1.4% | Added |
| Wells Fargo & Company | 465,956 | $8.74M | 0.00% | +49,739+12.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 459,951 | $8.63M | 0.03% | −36,075−7.3% | Reduced |
| Invesco Ltd. | 450,925 | $8.46M | 0.00% | −4,364−1.0% | Reduced |
| Guggenheim Capital LLC | 317,914 | $5.96M | 0.06% | −104,366−24.7% | Reduced |
| Concurrent Investment Advisors, LLC | 281,366 | $5.28M | 0.13% | +27,784+11.0% | Added |
| Royal Bank of Canada | 272,574 | $5.11M | 0.00% | +14,091+5.5% | Added |
| Ameriprise Financial Inc | 209,159 | $3.92M | 0.00% | −29,905−12.5% | Reduced |
| UBS Group AG | 194,039 | $3.64M | 0.00% | −7,150−3.6% | Reduced |
| Roman Butler Fullerton & Co | 193,751 | $3.45M | 1.34% | +3,483+1.8% | Added |
| Advisor Group Holdings, Inc. | 180,753 | $3.39M | 0.01% | +73,758+68.9% | Added |
| Truist Financial Corp | 170,032 | $3.19M | 0.01% | −2,994−1.7% | Reduced |
| LPL Financial LLC | 149,519 | $2.80M | 0.00% | +23,559+18.7% | Added |
| TPG Advisors LLC | 98,242 | $1.84M | 1.45% | +913+0.9% | Added |
| Commonwealth Equity Services, LLC | 89,748 | $1.68M | 0.00% | +6,958+8.4% | Added |
| Ameritas Advisory Services, LLC | 80,744 | $1.68M | 0.07% | 00.0% | Unchanged |
| Allworth Financial LP | 88,138 | $1.61M | 0.01% | −6,065−6.4% | Reduced |
| Shaker Financial Services, LLC | 83,649 | $1.57M | 0.61% | +61,435+276.6% | Added |
| OxenFree Capital LLC | 81,202 | $1.38M | 1.05% | −1,418−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 70,458 | $1.32M | 0.01% | −3,400−4.6% | Reduced |
| Cetera Investment Advisers | 62,309 | $1.17M | 0.00% | +2,431+4.1% | Added |
| CI Private Wealth, LLC | 50,197 | $941.7K | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 49,079 | $920.7K | 0.06% | +770+1.6% | Added |
| D.A. Davidson & Co. | 46,821 | $878.4K | 0.01% | +407+0.9% | Added |
| Rockefeller Capital Management L.P. | 45,164 | $847.3K | 0.00% | −2,515−5.3% | Reduced |
| International Assets Investment Management, LLC | 44,800 | $840.4K | 0.07% | +2,000+4.7% | Added |
| HighTower Advisors, LLC | 42,231 | $792.3K | 0.00% | +3,439+8.9% | Added |
| Stifel Financial Corp | 40,715 | $763.8K | 0.00% | −4,737−10.4% | Reduced |
| Guerra Pan Advisors, LLC | 39,565 | $742.2K | 0.58% | +3,359+9.3% | Added |
| Northwestern Mutual Wealth Management Co | 33,404 | $626.7K | 0.00% | +250+0.8% | Added |
| Sanctuary Advisors, LLC | 31,942 | $599.2K | 0.00% | −200−0.6% | Reduced |
| National Asset Management, Inc. | 27,929 | $524.0K | 0.02% | +548+2.0% | Added |
| Atomi Financial Group, Inc. | 27,214 | $510.5K | 0.02% | +4,046+17.5% | Added |
| Advisory Services Network, LLC | 25,155 | $471.9K | 0.01% | +25,155 | New |
| Brick & Kyle, Associates | 22,748 | $422.0K | 0.19% | +531+2.4% | Added |
| Atria Wealth Solutions, Inc. | 21,705 | $407.2K | 0.00% | +7,692+54.9% | Added |
| Ashton Thomas Private Wealth, LLC | 21,511 | $403.5K | 0.02% | +99+0.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,971 | $336.4K | 0.00% | +1,550+9.4% | Added |
| Commons Capital, LLC | 14,878 | $279.1K | 0.26% | +592+4.1% | Added |
| Warther Private Wealth, LLC | 13,700 | $257.0K | 0.09% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 13,579 | $254.7K | 0.00% | +6,348+87.8% | Added |
| Everstar Asset Management, LLC | 13,490 | $253.1K | 0.17% | +166+1.2% | Added |
| WSFS Capital Management, LLC | 12,500 | $234.5K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,150 | $227.9K | 0.02% | +9+0.1% | Added |
| Stratos Wealth Advisors, LLC | 12,010 | $225.3K | 0.01% | +141+1.2% | Added |
| Stratos Wealth Partners, LTD. | 11,844 | $222.2K | 0.00% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 11,512 | $216.0K | 0.02% | +11,512 | New |
| J.W. Cole Advisors, Inc. | 11,254 | $211.1K | 0.01% | +11,254 | New |
| Stockman Wealth Management, Inc. | 11,000 | $206.4K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,000 | $206.4K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 10,901 | $204.5K | 0.00% | +100+0.9% | Added |
| CWM, LLC | 9,816 | $184.0K | 0.00% | +56+0.6% | Added |
| Sunbelt Securities, Inc. | 8,594 | $161.2K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,531 | $141.3K | 0.00% | +1,650+28.1% | Added |
| Wolverine Asset Management LLC | 7,456 | $139.9K | 0.00% | +7,456 | New |
| Farther Finance Advisors, LLC | 7,088 | $133.3K | 0.00% | +2,375+50.4% | Added |
| Colonial Trust Co | 7,000 | $131.0K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 7,650 | $127.5K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 5,514 | $103.4K | 0.02% | +845+18.1% | Added |
| Larson Financial Group LLC | 5,489 | $103.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,270 | $98.9K | 0.00% | −7−0.1% | Reduced |
| Hollencrest Capital Management | 4,800 | $90.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,619 | $49.0K | 0.00% | +2,617+130,850.0% | Added |
| Geneos Wealth Management Inc. | 2,536 | $47.6K | 0.00% | +200+8.6% | Added |
| Colonial Trust Advisors | 2,038 | $38.2K | 0.00% | +8+0.4% | Added |
| Creative Financial Designs Inc | 1,852 | $34.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,500 | $28.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,407 | $26.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,170 | $24.3K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,238 | $23.0K | 0.00% | +151+13.9% | Added |
| Curio Wealth, LLC | 1 | $21.2K | 0.01% | −1,018−99.9% | Reduced |
| Barrett & Company, Inc. | 750 | $14.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 718 | $13.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 618 | $11.6K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 543 | $10.2K | 0.00% | +13+2.5% | Added |
| Sofos Investments, Inc. | 530 | $9.94K | 0.00% | +530 | New |
| PSI Advisors, LLC | 500 | $9.38K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 274 | $5.14K | 0.00% | +274 | New |
| CoreCap Advisors, LLC | 100 | $1.88K | 0.00% | +100 | New |
| Huntington National Bank | 1 | $19 | 0.00% | −1,650−99.9% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,004−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −1,474−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −393−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Investment Counsel Co of Nevada | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |