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, Q2 2025
Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Jun 30, 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
- 79
- −2 vs. Q1 2025
- Shares held
- 8.31M
- −31.6K (−0.4%) vs. Q1 2025
- Total value
- $173.9M
- +$17.6M (+11.2%) vs. Q1 2025
- New holders
- 5
- 32 more added
- Sold out
- 7
- 25 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 1,290,399 | $27.0M | 0.01% | −20,648−1.6% | Reduced |
| Morgan Stanley | 832,944 | $17.4M | 0.00% | +31,546+3.9% | Added |
| Kovitz Investment Group Partners, LLC | 802,757 | $16.8M | 0.07% | −11,773−1.4% | Reduced |
| Bank of America Corp | 575,065 | $12.0M | 0.00% | −13,493−2.3% | Reduced |
| Wells Fargo & Company | 472,806 | $9.89M | 0.00% | +6,850+1.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 465,205 | $9.73M | 0.03% | +5,254+1.1% | Added |
| Invesco Ltd. | 439,492 | $9.19M | 0.00% | −11,433−2.5% | Reduced |
| Guggenheim Capital LLC | 355,825 | $7.44M | 0.06% | +37,911+11.9% | Added |
| Royal Bank of Canada | 294,791 | $6.17M | 0.00% | +22,217+8.2% | Added |
| Concurrent Investment Advisors, LLC | 284,773 | $5.96M | 0.12% | +3,407+1.2% | Added |
| LPL Financial LLC | 215,179 | $4.50M | 0.00% | +65,660+43.9% | Added |
| Ameriprise Financial Inc | 201,044 | $4.21M | 0.00% | −8,115−3.9% | Reduced |
| Roman Butler Fullerton & Co | 199,103 | $4.18M | 1.23% | +5,352+2.8% | Added |
| UBS Group AG | 185,615 | $3.88M | 0.00% | −8,424−4.3% | Reduced |
| Advisor Group Holdings, Inc. | 180,411 | $3.77M | 0.01% | −342−0.2% | Reduced |
| Truist Financial Corp | 170,708 | $3.57M | 0.01% | +676+0.4% | Added |
| TPG Advisors LLC | 98,697 | $2.06M | 1.49% | +455+0.5% | Added |
| Allworth Financial LP | 98,398 | $2.06M | 0.01% | +10,260+11.6% | Added |
| OxenFree Capital LLC | 83,858 | $1.75M | 1.08% | +2,656+3.3% | Added |
| Commonwealth Equity Services, LLC | 83,816 | $1.75M | 0.00% | −5,932−6.6% | Reduced |
| Ameritas Advisory Services, LLC | 80,679 | $1.69M | 0.09% | −65−0.1% | Reduced |
| Cetera Investment Advisers | 78,413 | $1.64M | 0.00% | +16,104+25.8% | Added |
| Steward Partners Investment Advisory, LLC | 67,142 | $1.40M | 0.01% | −3,316−4.7% | Reduced |
| CI Private Wealth, LLC | 47,697 | $997.8K | 0.00% | −2,500−5.0% | Reduced |
| Rockefeller Capital Management L.P. | 46,137 | $965.2K | 0.00% | +973+2.2% | Added |
| D.A. Davidson & Co. | 44,999 | $941.4K | 0.01% | −1,822−3.9% | Reduced |
| Stifel Financial Corp | 44,615 | $933.4K | 0.00% | +3,900+9.6% | Added |
| International Assets Investment Management, LLC | 43,500 | $910.0K | 0.07% | −1,300−2.9% | Reduced |
| HighTower Advisors, LLC | 43,353 | $906.9K | 0.00% | +1,122+2.7% | Added |
| Northwestern Mutual Wealth Management Co | 40,151 | $840.0K | 0.00% | +6,747+20.2% | Added |
| Guerra Pan Advisors, LLC | 39,565 | $827.7K | 0.55% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 31,682 | $662.8K | 0.00% | −260−0.8% | Reduced |
| Mariner, LLC | 24,001 | $502.1K | 0.00% | +13,100+120.2% | Added |
| Shaker Financial Services, LLC | 23,958 | $501.2K | 0.18% | −59,691−71.4% | Reduced |
| National Asset Management, Inc. | 21,659 | $453.1K | 0.02% | −6,270−22.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 21,613 | $452.1K | 0.02% | +102+0.5% | Added |
| Brick & Kyle, Associates | 21,569 | $451.0K | 0.20% | −1,179−5.2% | Reduced |
| WCG Wealth Advisors LLC | 20,874 | $436.7K | 0.03% | +9,362+81.3% | Added |
| Atria Wealth Solutions, Inc. | 20,580 | $430.5K | 0.01% | −1,125−5.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 17,405 | $364.1K | 0.00% | −566−3.1% | Reduced |
| Commons Capital, LLC | 14,976 | $313.3K | 0.24% | +98+0.7% | Added |
| WSFS Capital Management, LLC | 14,053 | $294.0K | 0.02% | +1,553+12.4% | Added |
| Everstar Asset Management, LLC | 13,820 | $289.1K | 0.18% | +330+2.4% | Added |
| Warther Private Wealth, LLC | 13,700 | $286.6K | 0.08% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 12,156 | $254.3K | 0.01% | +146+1.2% | Added |
| J.W. Cole Advisors, Inc. | 12,111 | $253.4K | 0.01% | +857+7.6% | Added |
| Stockman Wealth Management, Inc. | 11,000 | $230.1K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,000 | $230.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9,874 | $207.0K | 0.00% | +58+0.6% | Added |
| Stratos Wealth Partners, LTD. | 9,731 | $203.6K | 0.00% | −2,113−17.8% | Reduced |
| Sunbelt Securities, Inc. | 8,594 | $178.5K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 7,650 | $160.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,088 | $148.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7,000 | $145.9K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,772 | $120.8K | 0.00% | +3,236+127.6% | Added |
| Larson Financial Group LLC | 5,489 | $114.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,236 | $109.5K | 0.00% | −34−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 4,856 | $101.6K | 0.00% | −2,675−35.5% | Reduced |
| Hollencrest Capital Management | 4,800 | $100.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,828 | $80.1K | 0.00% | −9,751−71.8% | Reduced |
| Elequin Capital LP | 2,918 | $61.0K | 0.01% | −2,596−47.1% | Reduced |
| NBC Securities, Inc. | 2,642 | $55.0K | 0.00% | +23+0.9% | Added |
| Colonial Trust Advisors | 2,047 | $42.8K | 0.00% | +9+0.4% | Added |
| Exchange Traded Concepts, LLC | 1,934 | $40.5K | 0.00% | +1,934 | New |
| Creative Financial Designs Inc | 1,852 | $38.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,500 | $31.4K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,241 | $26.0K | 0.00% | +3+0.2% | Added |
| Principal Securities, Inc. | 1,218 | $25.5K | 0.00% | +48+4.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,000 | $20.9K | 0.00% | +1,000 | New |
| Barrett & Company, Inc. | 750 | $15.7K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 718 | $15.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 650 | $13.6K | 0.00% | +650 | New |
| VSM Wealth Advisory, LLC | 625 | $13.1K | 0.00% | +82+15.1% | Added |
| LRI Investments, LLC | 618 | $12.9K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 530 | $11.1K | 0.00% | +530 | New |
| Smartleaf Asset Management LLC | 509 | $10.6K | 0.00% | −898−63.8% | Reduced |
| US Bancorp | 274 | $5.73K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $502 | 0.00% | +24 | New |
| Huntington National Bank | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −49,079−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −27,214−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −25,155−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −7,456−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |