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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $19 | 0.00% | −1,650−99.9% | Reduced |
| CoreCap Advisors, LLC | 100 | $1.88K | 0.00% | +100 | New |
| US Bancorp | 274 | $5.14K | 0.00% | +274 | New |
| PSI Advisors, LLC | 500 | $9.38K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 530 | $9.94K | 0.00% | +530 | New |
| VSM Wealth Advisory, LLC | 543 | $10.2K | 0.00% | +13+2.5% | Added |
| LRI Investments, LLC | 618 | $11.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 718 | $13.5K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 750 | $14.1K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $21.2K | 0.01% | −1,018−99.9% | Reduced |
| TSFG, LLC | 1,238 | $23.0K | 0.00% | +151+13.9% | Added |
| Principal Securities, Inc. | 1,170 | $24.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,407 | $26.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,500 | $28.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,852 | $34.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,038 | $38.2K | 0.00% | +8+0.4% | Added |
| Geneos Wealth Management Inc. | 2,536 | $47.6K | 0.00% | +200+8.6% | Added |
| NBC Securities, Inc. | 2,619 | $49.0K | 0.00% | +2,617+130,850.0% | Added |
| Hollencrest Capital Management | 4,800 | $90.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,270 | $98.9K | 0.00% | −7−0.1% | Reduced |
| Larson Financial Group LLC | 5,489 | $103.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 5,514 | $103.4K | 0.02% | +845+18.1% | Added |
| CIBC Private Wealth Group, LLC | 7,650 | $127.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7,000 | $131.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,088 | $133.3K | 0.00% | +2,375+50.4% | Added |
| Wolverine Asset Management LLC | 7,456 | $139.9K | 0.00% | +7,456 | New |
| The PNC Financial Services Group, Inc. | 7,531 | $141.3K | 0.00% | +1,650+28.1% | Added |
| Sunbelt Securities, Inc. | 8,594 | $161.2K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 9,816 | $184.0K | 0.00% | +56+0.6% | Added |
| Mariner, LLC | 10,901 | $204.5K | 0.00% | +100+0.9% | Added |
| 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 |
| J.W. Cole Advisors, Inc. | 11,254 | $211.1K | 0.01% | +11,254 | New |
| WCG Wealth Advisors LLC | 11,512 | $216.0K | 0.02% | +11,512 | New |
| Stratos Wealth Partners, LTD. | 11,844 | $222.2K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 12,010 | $225.3K | 0.01% | +141+1.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 12,150 | $227.9K | 0.02% | +9+0.1% | Added |
| WSFS Capital Management, LLC | 12,500 | $234.5K | 0.01% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 13,490 | $253.1K | 0.17% | +166+1.2% | Added |
| JPMorgan Chase & Co | 13,579 | $254.7K | 0.00% | +6,348+87.8% | Added |
| Warther Private Wealth, LLC | 13,700 | $257.0K | 0.09% | 00.0% | Unchanged |
| Commons Capital, LLC | 14,878 | $279.1K | 0.26% | +592+4.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,971 | $336.4K | 0.00% | +1,550+9.4% | Added |
| Ashton Thomas Private Wealth, LLC | 21,511 | $403.5K | 0.02% | +99+0.5% | Added |
| Atria Wealth Solutions, Inc. | 21,705 | $407.2K | 0.00% | +7,692+54.9% | Added |
| Brick & Kyle, Associates | 22,748 | $422.0K | 0.19% | +531+2.4% | Added |
| Advisory Services Network, LLC | 25,155 | $471.9K | 0.01% | +25,155 | New |
| Atomi Financial Group, Inc. | 27,214 | $510.5K | 0.02% | +4,046+17.5% | Added |
| National Asset Management, Inc. | 27,929 | $524.0K | 0.02% | +548+2.0% | Added |
| Sanctuary Advisors, LLC | 31,942 | $599.2K | 0.00% | −200−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 33,404 | $626.7K | 0.00% | +250+0.8% | Added |
| Guerra Pan Advisors, LLC | 39,565 | $742.2K | 0.58% | +3,359+9.3% | Added |
| Stifel Financial Corp | 40,715 | $763.8K | 0.00% | −4,737−10.4% | Reduced |
| HighTower Advisors, LLC | 42,231 | $792.3K | 0.00% | +3,439+8.9% | Added |
| International Assets Investment Management, LLC | 44,800 | $840.4K | 0.07% | +2,000+4.7% | Added |
| Rockefeller Capital Management L.P. | 45,164 | $847.3K | 0.00% | −2,515−5.3% | Reduced |
| D.A. Davidson & Co. | 46,821 | $878.4K | 0.01% | +407+0.9% | Added |
| Financial Advocates Investment Management | 49,079 | $920.7K | 0.06% | +770+1.6% | Added |
| CI Private Wealth, LLC | 50,197 | $941.7K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 62,309 | $1.17M | 0.00% | +2,431+4.1% | Added |
| Steward Partners Investment Advisory, LLC | 70,458 | $1.32M | 0.01% | −3,400−4.6% | Reduced |
| OxenFree Capital LLC | 81,202 | $1.38M | 1.05% | −1,418−1.7% | Reduced |
| Shaker Financial Services, LLC | 83,649 | $1.57M | 0.61% | +61,435+276.6% | Added |
| Allworth Financial LP | 88,138 | $1.61M | 0.01% | −6,065−6.4% | Reduced |
| Ameritas Advisory Services, LLC | 80,744 | $1.68M | 0.07% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 89,748 | $1.68M | 0.00% | +6,958+8.4% | Added |
| TPG Advisors LLC | 98,242 | $1.84M | 1.45% | +913+0.9% | Added |
| LPL Financial LLC | 149,519 | $2.80M | 0.00% | +23,559+18.7% | Added |
| Truist Financial Corp | 170,032 | $3.19M | 0.01% | −2,994−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 180,753 | $3.39M | 0.01% | +73,758+68.9% | Added |
| Roman Butler Fullerton & Co | 193,751 | $3.45M | 1.34% | +3,483+1.8% | Added |
| UBS Group AG | 194,039 | $3.64M | 0.00% | −7,150−3.6% | Reduced |
| Ameriprise Financial Inc | 209,159 | $3.92M | 0.00% | −29,905−12.5% | Reduced |
| Royal Bank of Canada | 272,574 | $5.11M | 0.00% | +14,091+5.5% | Added |
| Concurrent Investment Advisors, LLC | 281,366 | $5.28M | 0.13% | +27,784+11.0% | Added |
| Guggenheim Capital LLC | 317,914 | $5.96M | 0.06% | −104,366−24.7% | Reduced |
| Invesco Ltd. | 450,925 | $8.46M | 0.00% | −4,364−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 459,951 | $8.63M | 0.03% | −36,075−7.3% | Reduced |
| Wells Fargo & Company | 465,956 | $8.74M | 0.00% | +49,739+12.0% | Added |
| Bank of America Corp | 588,558 | $11.0M | 0.00% | +8,242+1.4% | Added |
| Morgan Stanley | 801,398 | $15.0M | 0.00% | +41,916+5.5% | Added |
| Kovitz Investment Group Partners, LLC | 814,530 | $15.3M | 0.08% | −21,964−2.6% | Reduced |
| Raymond James Financial Inc | 1,311,047 | $24.6M | 0.01% | +3,970+0.3% | Added |
| 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 |