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, Q4 2025
Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Dec 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
- 89
- +5 vs. Q3 2025
- Shares held
- 8.95M
- +441.9K (+5.2%) vs. Q3 2025
- Total value
- $183.9M
- +$5.35M (+3.0%) vs. Q3 2025
- New holders
- 15
- 30 more added
- Sold out
- 10
- 19 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 1,452,384 | $29.9M | 0.01% | +361,076+33.1% | Added |
| Morgan Stanley | 809,564 | $16.6M | 0.00% | −10,364−1.3% | Reduced |
| Colony Group, LLC | 779,999 | $16.0M | 0.02% | +779,999 | New |
| Bank of America Corp | 595,755 | $12.2M | 0.00% | +5,510+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 540,404 | $11.1M | 0.03% | +52,811+10.8% | Added |
| Wells Fargo & Company | 513,967 | $10.6M | 0.00% | +18,910+3.8% | Added |
| Invesco Ltd. | 459,475 | $9.45M | 0.00% | +27,719+6.4% | Added |
| Royal Bank of Canada | 328,825 | $6.76M | 0.00% | +15,276+4.9% | Added |
| LPL Financial LLC | 259,117 | $5.33M | 0.00% | +14,370+5.9% | Added |
| Guggenheim Capital LLC | 242,400 | $4.98M | 0.04% | −78,640−24.5% | Reduced |
| Roman Butler Fullerton & Co | 219,694 | $4.55M | 1.19% | +13,218+6.4% | Added |
| Ameriprise Financial Inc | 214,072 | $4.40M | 0.00% | +1,894+0.9% | Added |
| Advisor Group Holdings, Inc. | 200,999 | $4.13M | 0.01% | +8,461+4.4% | Added |
| UBS Group AG | 190,802 | $3.92M | 0.00% | +470.0% | Added |
| Mount Yale Investment Advisors, LLC | 189,600 | $3.90M | 0.19% | +25,068+15.2% | Added |
| Truist Financial Corp | 189,573 | $3.90M | 0.01% | +12,233+6.9% | Added |
| Vestmark Advisory Solutions, Inc. | 187,300 | $3.85M | 0.05% | +26,358+16.4% | Added |
| TPG Advisors LLC | 106,522 | $2.19M | 1.36% | +3,230+3.1% | Added |
| Readystate Asset Management LP | 100,290 | $2.06M | 0.09% | +100,290 | New |
| Allworth Financial LP | 94,604 | $1.95M | 0.01% | −3,169−3.2% | Reduced |
| Cetera Investment Advisers | 86,043 | $1.77M | 0.00% | +3,048+3.7% | Added |
| Wolverine Asset Management LLC | 81,237 | $1.67M | 0.02% | +77,177+1,900.9% | Added |
| PMG Family Office LLC | 76,143 | $1.57M | 1.81% | +700+0.9% | Added |
| OxenFree Capital LLC | 68,099 | $1.40M | 0.74% | +2,928+4.5% | Added |
| Commonwealth Equity Services, LLC | 66,538 | $1.37M | 0.00% | −309−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 60,992 | $1.25M | 0.01% | −4,173−6.4% | Reduced |
| Ameritas Advisory Services, LLC | 57,773 | $1.19M | 0.04% | −19,656−25.4% | Reduced |
| Rockefeller Capital Management L.P. | 50,032 | $1.03M | 0.00% | −158−0.3% | Reduced |
| CI Private Wealth, LLC | 47,697 | $980.6K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 44,832 | $921.7K | 0.00% | −252−0.6% | Reduced |
| D.A. Davidson & Co. | 41,672 | $856.8K | 0.01% | −2,233−5.1% | Reduced |
| HighTower Advisors, LLC | 40,430 | $831.3K | 0.00% | −847−2.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 40,151 | $825.5K | 0.00% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 39,565 | $813.5K | 0.48% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 26,871 | $552.5K | 0.00% | −3,401−11.2% | Reduced |
| Landscape Capital Management, L.L.C. | 25,418 | $522.6K | 0.04% | +25,418 | New |
| Ashton Thomas Private Wealth, LLC | 21,813 | $448.5K | 0.01% | +103+0.5% | Added |
| David J Yvars Group | 21,128 | $434.4K | 0.23% | +21,128 | New |
| Brick & Kyle, Associates | 21,069 | $433.0K | 0.15% | −500−2.3% | Reduced |
| WCG Wealth Advisors LLC | 20,874 | $429.2K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 20,235 | $416.0K | 0.00% | +2,980+17.3% | Added |
| Shaker Financial Services, LLC | 18,473 | $379.8K | 0.12% | −6,492−26.0% | Reduced |
| Rhodes Investment Advisors Inc | 17,990 | $369.9K | 0.30% | +17,990 | New |
| National Asset Management, Inc. | 17,825 | $366.5K | 0.02% | −3,883−17.9% | Reduced |
| Commons Capital, LLC | 17,751 | $365.0K | 0.26% | +1,111+6.7% | Added |
| Indivisible Partners | 16,177 | $332.6K | 0.04% | +16,177 | New |
| WSFS Capital Management, LLC | 15,019 | $308.8K | 0.01% | +966+6.9% | Added |
| Logan Stone Capital, LLC | 14,650 | $301.2K | 0.07% | +14,650 | New |
| Stratos Wealth Advisors, LLC | 12,442 | $255.8K | 0.01% | +147+1.2% | Added |
| Wedbush Securities Inc | 11,028 | $227.0K | 0.01% | +1,157+11.7% | Added |
| Stockman Wealth Management, Inc. | 11,000 | $226.2K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,000 | $226.2K | 0.00% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 10,853 | $223.1K | 0.08% | +10,853 | New |
| Mariner, LLC | 10,801 | $222.1K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 13,006 | $221.3K | 0.01% | −792−5.7% | Reduced |
| Pensionmark Financial Group, LLC | 10,634 | $218.6K | 0.00% | +10,634 | New |
| Stratos Wealth Partners, LTD. | 10,147 | $208.6K | 0.00% | +47+0.5% | Added |
| CWM, LLC | 9,987 | $205.0K | 0.00% | +58+0.6% | Added |
| CIBC Private Wealth Group, LLC | 7,650 | $157.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7,572 | $155.7K | 0.00% | +1,800+31.2% | Added |
| Colonial Trust Co | 7,000 | $144.3K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 6,782 | $139.4K | 0.01% | +6,782 | New |
| Farther Finance Advisors, LLC | 6,275 | $129.0K | 0.00% | −1,813−22.4% | Reduced |
| GWM Advisors LLC | 5,569 | $114.5K | 0.00% | −33−0.6% | Reduced |
| Larson Financial Group LLC | 5,489 | $112.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,856 | $99.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4,800 | $98.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,430 | $91.1K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,828 | $78.7K | 0.00% | −600−13.6% | Reduced |
| Kestra Advisory Services, LLC | 3,268 | $67.2K | 0.00% | +3,268 | New |
| NBC Securities, Inc. | 2,687 | $55.3K | 0.00% | +23+0.9% | Added |
| Colonial Trust Advisors | 2,065 | $42.5K | 0.00% | +9+0.4% | Added |
| Creative Financial Designs Inc | 1,852 | $38.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,500 | $30.8K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,500 | $30.8K | 0.02% | +1,500 | New |
| Bullseye Investment Management, LLC | 1,351 | $27.8K | 0.01% | +1,351 | New |
| Barrett & Company, Inc. | 750 | $15.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 718 | $14.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 618 | $12.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 509 | $10.5K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 470 | $9.66K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 274 | $5.63K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 215 | $4.42K | 0.00% | +215 | New |
| St Germain D J Co Inc | 200 | $4.11K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 200 | $4.11K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 46 | $946 | 0.00% | +46 | New |
| Exchange Traded Concepts, LLC | 38 | $781 | 0.00% | −33−46.5% | Reduced |
| Assetmark, Inc | 24 | $493 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −797,177−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −253,486−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −43,500−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,141−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −1,241−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −1,087−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| VSM Wealth Advisory, LLC | 0 | $0 | 0.00% | −672−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |