Eaton Vance California Municipal Bond Fund
EVMDelisted Oct 27, 2025- SEC CIK
- 0001177161
Eaton Vance California Municipal Bond Fund was delisted on Oct 27, 2025; its insiders filed their last Form 4 on Oct 28, 2025; 53 institutions reported holding it in 13F filings for Q3 2025, worth $122.7M in total; no superinvestor held it.
13F holders, Q3 2025
Institutional positions in Eaton Vance California Municipal Bond 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
EVM is no longer listed, so this page shows Q3 2025. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 53
- +3 vs. Q2 2025
- Shares held
- 12.9M
- +725.3K (+5.9%) vs. Q2 2025
- Total value
- $122.7M
- +$13.8M (+12.7%) vs. Q2 2025
- New holders
- 9
- 17 more added
- Sold out
- 6
- 12 more reduced
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVM 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 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 53 | $122.7M |
| Q2 2025 | 50 | $108.9M |
| Q1 2025 | 48 | $107.8M |
| Q4 2024 | 54 | $105.7M |
| Q3 2024 | 53 | $108.5M |
| Q2 2024 | 50 | $110.4M |
| Q1 2024 | 51 | $111.2M |
| Q4 2023 | 51 | $104.8M |
| Q3 2023 | 49 | $80.0M |
| Q2 2023 | 49 | $76.8M |
| Q1 2023 | 45 | $73.3M |
| Q4 2022 | 54 | $64.8M |
| Q3 2022 | 48 | $49.4M |
| Q2 2022 | 51 | $52.1M |
| Q1 2022 | 49 | $53.8M |
| Q4 2021 | 45 | $54.8M |
| Q3 2021 | 43 | $59.9M |
| Q2 2021 | 44 | $68.5M |
| Q1 2021 | 44 | $73.6M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 4,544,380 | $43.1M | 1.42% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 4,084,175 | $38.8M | 0.79% | +203,543+5.2% | Added |
| Icon Advisers Inc | 731,215 | $6.94M | 1.52% | +197,481+37.0% | Added |
| Advisors Asset Management, Inc. | 593,337 | $5.63M | 0.10% | +89,780+17.8% | Added |
| Morgan Stanley | 354,954 | $3.37M | 0.00% | +140,728+65.7% | Added |
| Guggenheim Capital LLC | 354,858 | $3.37M | 0.02% | −49,421−12.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 232,392 | $2.21M | 0.08% | −19,534−7.8% | Reduced |
| Almitas Capital LLC | 208,466 | $1.98M | 0.45% | +208,466 | New |
| Wells Fargo & Company | 201,699 | $1.91M | 0.00% | −22,557−10.1% | Reduced |
| LPL Financial LLC | 174,712 | $1.66M | 0.00% | +17,537+11.2% | Added |
| Royal Bank of Canada | 114,798 | $1.09M | 0.00% | +94,600+468.4% | Added |
| Myecfo, LLC | 101,550 | $963.7K | 0.44% | −4,900−4.6% | Reduced |
| Absolute Investment Advisers LLC | 91,433 | $867.7K | 0.11% | −12,899−12.4% | Reduced |
| Perennial Investment Advisors, LLC | 78,950 | $749.2K | 0.06% | 00.0% | Unchanged |
| Raymond James Financial Inc | 70,276 | $666.9K | 0.00% | +1,488+2.2% | Added |
| Beverly Hills Private Wealth, LLC | 63,400 | $601.7K | 0.11% | +63,400 | New |
| Ameriprise Financial Inc | 61,738 | $585.9K | 0.00% | +415+0.7% | Added |
| Campbell Capital Management Inc | 61,169 | $580.5K | 0.22% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 60,420 | $573.4K | 0.04% | −10,733−15.1% | Reduced |
| Evoke Wealth, LLC | 59,160 | $561.4K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 55,364 | $525.4K | 0.00% | +285+0.5% | Added |
| Envestnet Asset Management Inc | 54,763 | $519.7K | 0.00% | +2,331+4.4% | Added |
| Citadel Advisors LLC | 49,718 | $471.8K | 0.00% | +49,718 | New |
| City of London Investment Management Co Ltd | 45,690 | $433.6K | 0.03% | −92,993−67.1% | Reduced |
| Vivaldi Capital Management, LLC | 44,672 | $423.9K | 0.06% | +28+0.1% | Added |
| Melfa Wealth Management, LLC | 42,446 | $402.8K | 0.24% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 42,166 | $400.2K | 0.12% | +42,166 | New |
| Quarry LP | 33,757 | $320.4K | 0.08% | −6,900−17.0% | Reduced |
| Stifel Financial Corp | 31,905 | $302.8K | 0.00% | +900+2.9% | Added |
| Bank of America Corp | 28,602 | $271.4K | 0.00% | −2,266−7.3% | Reduced |
| Sanctuary Advisors, LLC | 26,700 | $253.4K | 0.00% | +189+0.7% | Added |
| Karpus Management, Inc. | 20,710 | $196.5K | 0.01% | +20,710 | New |
| Vanguard Capital Wealth Advisors | 20,000 | $189.8K | 0.15% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 18,951 | $179.8K | 0.00% | 00.0% | Unchanged |
| CF Capital LLC | 17,623 | $167.2K | 0.10% | +17,623 | New |
| Wealth Enhancement Advisory Services, LLC | 15,152 | $144.9K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 15,125 | $144.0K | 0.00% | +3,000+24.7% | Added |
| Virtu Financial LLC | 13,783 | $131.0K | 0.01% | +13,783 | New |
| Bridgewealth Advisory Group, LLC | 13,306 | $126.3K | 0.03% | +157+1.2% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 11,755 | $111.6K | 0.04% | 00.0% | Unchanged |
| MKT Advisors LLC | 11,105 | $106.6K | 0.04% | −500−4.3% | Reduced |
| UBS Group AG | 11,197 | $106.3K | 0.00% | −83,130−88.1% | Reduced |
| Susquehanna International Group, LLP | 11,174 | $106.0K | 0.00% | −2,122−16.0% | Reduced |
| Madrona Financial Services, LLC | 10,894 | $103.4K | 0.02% | +149+1.4% | Added |
| Alethea Capital Management, LLC | 10,658 | $101.1K | 0.07% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,333 | $98.1K | 0.00% | 00.0% | Unchanged |
| One Capital Management, LLC | 10,318 | $97.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,884 | $36.9K | 0.00% | +3,884 | New |
| Hollencrest Capital Management | 2,770 | $26.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,301 | $21.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,537 | $14.6K | 0.00% | +21+1.4% | Added |
| Highline Wealth Partners LLC | 700 | $6.64K | 0.00% | +700 | New |
| Parallel Advisors, LLC | 360 | $3.42K | 0.00% | 00.0% | Unchanged |
| Rareview Capital LLC | 0 | $0 | 0.00% | −51,218−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −33,792−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −25,231−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −17,520−100.0% | Sold out |
| Horizon Kinetics Asset Management LLC | 0 | $0 | 0.00% | −10,679−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |