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, Q3 2025
Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Sep 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
- 84
- +7 vs. Q2 2025
- Shares held
- 8.50M
- +210.3K (+2.5%) vs. Q2 2025
- Total value
- $178.6M
- +$5.05M (+2.9%) vs. Q2 2025
- New holders
- 11
- 29 more added
- Sold out
- 4
- 19 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 1,091,308 | $22.9M | 0.01% | −199,091−15.4% | Reduced |
| Morgan Stanley | 819,928 | $17.2M | 0.00% | −13,016−1.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 797,177 | $16.7M | 0.07% | −5,580−0.7% | Reduced |
| Bank of America Corp | 590,245 | $12.4M | 0.00% | +15,180+2.6% | Added |
| Wells Fargo & Company | 495,057 | $10.4M | 0.00% | +22,251+4.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 487,593 | $10.2M | 0.03% | +22,388+4.8% | Added |
| Invesco Ltd. | 431,756 | $9.07M | 0.00% | −7,736−1.8% | Reduced |
| Guggenheim Capital LLC | 321,040 | $6.74M | 0.05% | −34,785−9.8% | Reduced |
| Royal Bank of Canada | 313,549 | $6.58M | 0.00% | +18,758+6.4% | Added |
| Concurrent Investment Advisors, LLC | 253,486 | $5.32M | 0.09% | −31,287−11.0% | Reduced |
| LPL Financial LLC | 244,747 | $5.14M | 0.00% | +29,568+13.7% | Added |
| Ameriprise Financial Inc | 212,178 | $4.45M | 0.00% | +11,134+5.5% | Added |
| Roman Butler Fullerton & Co | 206,476 | $4.28M | 1.15% | +7,373+3.7% | Added |
| Advisor Group Holdings, Inc. | 192,538 | $4.09M | 0.01% | +12,127+6.7% | Added |
| UBS Group AG | 190,755 | $4.01M | 0.00% | +5,140+2.8% | Added |
| Truist Financial Corp | 177,340 | $3.72M | 0.01% | +6,632+3.9% | Added |
| Mount Yale Investment Advisors, LLC | 164,532 | $3.46M | 0.24% | +164,532 | New |
| Vestmark Advisory Solutions, Inc. | 160,942 | $3.38M | 0.06% | +160,942 | New |
| TPG Advisors LLC | 103,292 | $2.17M | 1.43% | +4,595+4.7% | Added |
| Allworth Financial LP | 97,773 | $2.05M | 0.01% | −625−0.6% | Reduced |
| Cetera Investment Advisers | 82,995 | $1.74M | 0.00% | +4,582+5.8% | Added |
| Ameritas Advisory Services, LLC | 77,429 | $1.63M | 0.11% | −3,250−4.0% | Reduced |
| PMG Family Office LLC | 75,443 | $1.58M | 1.77% | +75,443 | New |
| Commonwealth Equity Services, LLC | 66,847 | $1.40M | 0.00% | −16,969−20.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 65,165 | $1.37M | 0.01% | −1,977−2.9% | Reduced |
| OxenFree Capital LLC | 65,171 | $1.37M | 0.75% | −18,687−22.3% | Reduced |
| Rockefeller Capital Management L.P. | 50,190 | $1.05M | 0.00% | +4,053+8.8% | Added |
| CI Private Wealth, LLC | 47,697 | $1.00M | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 45,084 | $946.8K | 0.00% | +469+1.1% | Added |
| D.A. Davidson & Co. | 43,905 | $922.0K | 0.01% | −1,094−2.4% | Reduced |
| International Assets Investment Management, LLC | 43,500 | $911.3K | 0.07% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 41,277 | $866.8K | 0.00% | −2,076−4.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 40,151 | $843.2K | 0.00% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 39,565 | $830.9K | 0.50% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 30,272 | $635.7K | 0.00% | −1,410−4.5% | Reduced |
| Shaker Financial Services, LLC | 24,965 | $524.3K | 0.18% | +1,007+4.2% | Added |
| Ashton Thomas Private Wealth, LLC | 21,710 | $455.9K | 0.01% | +97+0.4% | Added |
| National Asset Management, Inc. | 21,708 | $455.9K | 0.02% | +49+0.2% | Added |
| Brick & Kyle, Associates | 21,569 | $453.0K | 0.17% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 20,874 | $438.4K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 17,255 | $362.4K | 0.00% | −150−0.9% | Reduced |
| Commons Capital, LLC | 16,640 | $349.4K | 0.23% | +1,664+11.1% | Added |
| WSFS Capital Management, LLC | 14,053 | $295.1K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 13,798 | $289.8K | 0.01% | +1,687+13.9% | Added |
| Stratos Wealth Advisors, LLC | 12,295 | $258.2K | 0.01% | +139+1.1% | Added |
| Jane Street Group, LLC | 11,141 | $234.0K | 0.00% | +11,141 | New |
| Stockman Wealth Management, Inc. | 11,000 | $231.0K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,000 | $231.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 10,801 | $226.8K | 0.00% | −13,200−55.0% | Reduced |
| Stratos Wealth Partners, LTD. | 10,100 | $212.1K | 0.00% | +369+3.8% | Added |
| CWM, LLC | 9,929 | $209.0K | 0.00% | +55+0.6% | Added |
| Wedbush Securities Inc | 9,871 | $207.0K | 0.01% | +9,871 | New |
| Farther Finance Advisors, LLC | 8,088 | $169.8K | 0.00% | +1,000+14.1% | Added |
| CIBC Private Wealth Group, LLC | 7,650 | $160.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7,000 | $146.4K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,772 | $121.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,602 | $117.6K | 0.00% | +366+7.0% | Added |
| Larson Financial Group LLC | 5,489 | $115.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,856 | $102.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4,800 | $100.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,430 | $93.0K | 0.01% | −4,164−48.5% | Reduced |
| JPMorgan Chase & Co | 4,428 | $93.0K | 0.00% | +600+15.7% | Added |
| Wolverine Asset Management LLC | 4,060 | $85.3K | 0.00% | +4,060 | New |
| NBC Securities, Inc. | 2,664 | $56.0K | 0.00% | +22+0.8% | Added |
| Colonial Trust Advisors | 2,056 | $43.2K | 0.00% | +9+0.4% | Added |
| Creative Financial Designs Inc | 1,852 | $38.9K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,500 | $31.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,241 | $26.1K | 0.00% | +23+1.9% | Added |
| TSFG, LLC | 1,087 | $23.0K | 0.00% | −154−12.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 750 | $15.8K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 718 | $15.1K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 672 | $14.1K | 0.00% | +47+7.5% | Added |
| LRI Investments, LLC | 618 | $13.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 509 | $10.6K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 470 | $9.87K | 0.00% | +470 | New |
| US Bancorp | 274 | $5.75K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $4.20K | 0.00% | +200 | New |
| St Germain D J Co Inc | 200 | $4.20K | 0.00% | +200 | New |
| Highline Wealth Partners LLC | 200 | $4.20K | 0.00% | +200 | New |
| Exchange Traded Concepts, LLC | 71 | $1.49K | 0.00% | −1,863−96.3% | Reduced |
| Assetmark, Inc | 24 | $504 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 13 | $274 | 0.00% | +13 | New |
| Huntington National Bank | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 0 | $0 | 0.00% | −13,820−100.0% | Sold out |
| Warther Private Wealth, LLC | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −2,918−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |