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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 13 | $274 | 0.00% | +13 | New |
| Assetmark, Inc | 24 | $504 | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 71 | $1.49K | 0.00% | −1,863−96.3% | Reduced |
| 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 |
| US Bancorp | 274 | $5.75K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 470 | $9.87K | 0.00% | +470 | New |
| Smartleaf Asset Management LLC | 509 | $10.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 618 | $13.0K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 672 | $14.1K | 0.00% | +47+7.5% | Added |
| North Star Investment Management Corp. | 718 | $15.1K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 750 | $15.8K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,087 | $23.0K | 0.00% | −154−12.4% | Reduced |
| Principal Securities, Inc. | 1,241 | $26.1K | 0.00% | +23+1.9% | Added |
| Comerica Bank | 1,500 | $31.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,852 | $38.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,056 | $43.2K | 0.00% | +9+0.4% | Added |
| NBC Securities, Inc. | 2,664 | $56.0K | 0.00% | +22+0.8% | Added |
| Wolverine Asset Management LLC | 4,060 | $85.3K | 0.00% | +4,060 | New |
| JPMorgan Chase & Co | 4,428 | $93.0K | 0.00% | +600+15.7% | Added |
| Sunbelt Securities, Inc. | 4,430 | $93.0K | 0.01% | −4,164−48.5% | Reduced |
| Hollencrest Capital Management | 4,800 | $100.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,856 | $102.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,489 | $115.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,602 | $117.6K | 0.00% | +366+7.0% | Added |
| Geneos Wealth Management Inc. | 5,772 | $121.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7,000 | $146.4K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 7,650 | $160.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8,088 | $169.8K | 0.00% | +1,000+14.1% | Added |
| Wedbush Securities Inc | 9,871 | $207.0K | 0.01% | +9,871 | New |
| CWM, LLC | 9,929 | $209.0K | 0.00% | +55+0.6% | Added |
| Stratos Wealth Partners, LTD. | 10,100 | $212.1K | 0.00% | +369+3.8% | Added |
| Mariner, LLC | 10,801 | $226.8K | 0.00% | −13,200−55.0% | Reduced |
| 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 |
| Jane Street Group, LLC | 11,141 | $234.0K | 0.00% | +11,141 | New |
| Stratos Wealth Advisors, LLC | 12,295 | $258.2K | 0.01% | +139+1.1% | Added |
| J.W. Cole Advisors, Inc. | 13,798 | $289.8K | 0.01% | +1,687+13.9% | Added |
| WSFS Capital Management, LLC | 14,053 | $295.1K | 0.01% | 00.0% | Unchanged |
| Commons Capital, LLC | 16,640 | $349.4K | 0.23% | +1,664+11.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,255 | $362.4K | 0.00% | −150−0.9% | Reduced |
| WCG Wealth Advisors LLC | 20,874 | $438.4K | 0.03% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 21,569 | $453.0K | 0.17% | 00.0% | Unchanged |
| National Asset Management, Inc. | 21,708 | $455.9K | 0.02% | +49+0.2% | Added |
| Ashton Thomas Private Wealth, LLC | 21,710 | $455.9K | 0.01% | +97+0.4% | Added |
| Shaker Financial Services, LLC | 24,965 | $524.3K | 0.18% | +1,007+4.2% | Added |
| Sanctuary Advisors, LLC | 30,272 | $635.7K | 0.00% | −1,410−4.5% | Reduced |
| Guerra Pan Advisors, LLC | 39,565 | $830.9K | 0.50% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 40,151 | $843.2K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 41,277 | $866.8K | 0.00% | −2,076−4.8% | Reduced |
| International Assets Investment Management, LLC | 43,500 | $911.3K | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 43,905 | $922.0K | 0.01% | −1,094−2.4% | Reduced |
| Stifel Financial Corp | 45,084 | $946.8K | 0.00% | +469+1.1% | Added |
| CI Private Wealth, LLC | 47,697 | $1.00M | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 50,190 | $1.05M | 0.00% | +4,053+8.8% | Added |
| OxenFree Capital LLC | 65,171 | $1.37M | 0.75% | −18,687−22.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 65,165 | $1.37M | 0.01% | −1,977−2.9% | Reduced |
| Commonwealth Equity Services, LLC | 66,847 | $1.40M | 0.00% | −16,969−20.2% | Reduced |
| PMG Family Office LLC | 75,443 | $1.58M | 1.77% | +75,443 | New |
| Ameritas Advisory Services, LLC | 77,429 | $1.63M | 0.11% | −3,250−4.0% | Reduced |
| Cetera Investment Advisers | 82,995 | $1.74M | 0.00% | +4,582+5.8% | Added |
| Allworth Financial LP | 97,773 | $2.05M | 0.01% | −625−0.6% | Reduced |
| TPG Advisors LLC | 103,292 | $2.17M | 1.43% | +4,595+4.7% | Added |
| Vestmark Advisory Solutions, Inc. | 160,942 | $3.38M | 0.06% | +160,942 | New |
| Mount Yale Investment Advisors, LLC | 164,532 | $3.46M | 0.24% | +164,532 | New |
| Truist Financial Corp | 177,340 | $3.72M | 0.01% | +6,632+3.9% | Added |
| UBS Group AG | 190,755 | $4.01M | 0.00% | +5,140+2.8% | Added |
| Advisor Group Holdings, Inc. | 192,538 | $4.09M | 0.01% | +12,127+6.7% | Added |
| Roman Butler Fullerton & Co | 206,476 | $4.28M | 1.15% | +7,373+3.7% | Added |
| Ameriprise Financial Inc | 212,178 | $4.45M | 0.00% | +11,134+5.5% | Added |
| LPL Financial LLC | 244,747 | $5.14M | 0.00% | +29,568+13.7% | Added |
| Concurrent Investment Advisors, LLC | 253,486 | $5.32M | 0.09% | −31,287−11.0% | Reduced |
| Royal Bank of Canada | 313,549 | $6.58M | 0.00% | +18,758+6.4% | Added |
| Guggenheim Capital LLC | 321,040 | $6.74M | 0.05% | −34,785−9.8% | Reduced |
| Invesco Ltd. | 431,756 | $9.07M | 0.00% | −7,736−1.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 487,593 | $10.2M | 0.03% | +22,388+4.8% | Added |
| Wells Fargo & Company | 495,057 | $10.4M | 0.00% | +22,251+4.7% | Added |
| Bank of America Corp | 590,245 | $12.4M | 0.00% | +15,180+2.6% | Added |
| Kovitz Investment Group Partners, LLC | 797,177 | $16.7M | 0.07% | −5,580−0.7% | Reduced |
| Morgan Stanley | 819,928 | $17.2M | 0.00% | −13,016−1.6% | Reduced |
| Raymond James Financial Inc | 1,091,308 | $22.9M | 0.01% | −199,091−15.4% | Reduced |
| 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 |