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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, Q1 2025

Institutional positions in Eaton Vance California Municipal Bond Fund as of Mar 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
48
−6 vs. Q4 2024
Shares held
11.6M
+104.8K (+0.9%) vs. Q4 2024
Total value
$107.8M
+$2.06M (+1.9%) vs. Q4 2024
New holders
1
17 more added
Sold out
7
13 more reduced

Compare with Q4 2024: 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.

Institutional holdersQ1 2025: 48 institutions
Q1 2021: 44 institutionsQ2 2021: 44 institutionsQ3 2021: 43 institutionsQ4 2021: 45 institutionsQ1 2022: 49 institutionsQ2 2022: 51 institutionsQ3 2022: 48 institutionsQ4 2022: 54 institutionsQ1 2023: 45 institutionsQ2 2023: 49 institutionsQ3 2023: 49 institutionsQ4 2023: 51 institutionsQ1 2024: 51 institutionsQ2 2024: 50 institutionsQ3 2024: 53 institutionsQ4 2024: 54 institutionsQ1 2025: 48 institutionsQ2 2025: 50 institutionsQ3 2025: 53 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2025: $107.8M
Q1 2021: $73.6MQ2 2021: $68.5MQ3 2021: $59.9MQ4 2021: $54.8MQ1 2022: $53.8MQ2 2022: $52.1MQ3 2022: $49.4MQ4 2022: $64.8MQ1 2023: $73.3MQ2 2023: $76.8MQ3 2023: $80.0MQ4 2023: $104.8MQ1 2024: $111.2MQ2 2024: $110.4MQ3 2024: $108.5MQ4 2024: $105.7MQ1 2025: $107.8MQ2 2025: $108.9MQ3 2025: $122.7MQ4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding EVM and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 202553$122.7M
Q2 202550$108.9M
Q1 202548$107.8M
Q4 202454$105.7M
Q3 202453$108.5M
Q2 202450$110.4M
Q1 202451$111.2M
Q4 202351$104.8M
Q3 202349$80.0M
Q2 202349$76.8M
Q1 202345$73.3M
Q4 202254$64.8M
Q3 202248$49.4M
Q2 202251$52.1M
Q1 202249$53.8M
Q4 202145$54.8M
Q3 202143$59.9M
Q2 202144$68.5M
Q1 202144$73.6M

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q4 2024.

Institutions holding EVM in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Saba Capital Management, L.P.4,023,724$37.3M1.02%+185,072+4.8%Added
Sit Investment Associates Inc3,535,801$32.8M0.77%+243,803+7.4%Added
Icon Advisers Inc533,734$4.95M1.16%+208,843+64.3%Added
Advisors Asset Management, Inc.490,394$4.55M0.09%+54,055+12.4%Added
Guggenheim Capital LLC433,909$4.02M0.04%−79,569−15.5%Reduced
Morgan Stanley241,118$2.24M0.00%−12,655−5.0%Reduced
Hennion & Walsh Asset Management, Inc.215,991$2.00M0.09%−54,851−20.3%Reduced
Deutsche Bank AG203,404$1.89M0.00%−355,388−63.6%Reduced
Wells Fargo & Company196,761$1.82M0.00%+35,618+22.1%Added
City of London Investment Management Co Ltd187,679$1.74M0.19%−18,000−8.8%Reduced
LPL Financial LLC118,631$1.10M0.00%+2,300+2.0%Added
Myecfo, LLC114,540$1.06M0.56%−4,800−4.0%Reduced
Absolute Investment Advisers LLC104,332$967.2K0.14%00.0%Unchanged
UBS Group AG100,626$932.8K0.00%+5,530+5.8%Added
Bluefin Capital Management, LLC99,262$920.2K0.74%+99,262New
Campbell Capital Management Inc87,176$808.1K0.47%00.0%Unchanged
1607 Capital Partners, LLC78,950$731.9K0.06%00.0%Unchanged
Perennial Investment Advisors, LLC74,700$692.5K0.08%+2,100+2.9%Added
Cypress Wealth Services, LLC71,693$664.6K0.13%+951+1.3%Added
Raymond James Financial Inc68,994$639.6K0.00%+2,100+3.1%Added
Rareview Capital LLC55,503$514.5K0.33%−1,253−2.2%Reduced
Ameriprise Financial Inc55,467$514.2K0.00%−5,207−8.6%Reduced
Baird Financial Group, Inc.55,400$513.6K0.00%−78−0.1%Reduced
Evoke Wealth, LLC53,360$494.6K0.01%00.0%Unchanged
Vivaldi Capital Management, LLC44,616$413.6K0.07%+27+0.1%Added
Melfa Wealth Management, LLC42,446$393.5K0.27%00.0%Unchanged
Quarry LP40,657$376.9K0.10%00.0%Unchanged
Bank of America Corp38,340$355.4K0.00%+5,900+18.2%Added
Envestnet Asset Management Inc36,890$342.0K0.00%+15,270+70.6%Added
Stifel Financial Corp28,615$265.3K0.00%−3,155−9.9%Reduced
Royal Bank of Canada20,498$190.0K0.00%+2,700+15.2%Added
Vanguard Capital Wealth Advisors20,000$185.4K0.23%00.0%Unchanged
HighTower Advisors, LLC18,951$175.7K0.00%+3,951+26.3%Added
Sanctuary Advisors, LLC18,130$168.1K0.00%−31,613−63.6%Reduced
Wealth Enhancement Advisory Services, LLC15,152$140.5K0.00%00.0%Unchanged
MKT Advisors LLC12,105$112.1K0.05%00.0%Unchanged
Regatta Capital Group, LLC10,957$101.6K0.02%−5,113−31.8%Reduced
Horizon Kinetics Asset Management LLC10,679$99.0K0.00%00.0%Unchanged
Alethea Capital Management, LLC10,658$98.8K0.07%00.0%Unchanged
Madrona Financial Services, LLC10,594$98.2K0.03%+140+1.3%Added
Wealthspire Advisors, LLC10,333$95.8K0.00%00.0%Unchanged
One Capital Management, LLC10,318$95.6K0.00%00.0%Unchanged
Von Berge Wealth Management Group, LLC10,352$92.8K0.06%00.0%Unchanged
Blue Bell Private Wealth Management, LLC6,459$59.9K0.01%−2,178−25.2%Reduced
Hollencrest Capital Management2,770$25.7K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC2,301$21.3K0.00%00.0%Unchanged
Rothschild Investment LLC1,495$13.9K0.00%+19+1.3%Added
Parallel Advisors, LLC360$3.34K0.00%00.0%Unchanged
Logan Stone Capital, LLC0$00.00%−97,143−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−49,952−100.0%Sold out
Readystate Asset Management LP0$00.00%−17,433−100.0%Sold out
Bridgewealth Advisory Group, LLC0$00.00%−12,891−100.0%Sold out
Nomura Holdings Inc0$00.00%−10,000−100.0%Sold out
CF Capital LLC0$00.00%−1,000−100.0%Sold out
Albion Financial Group0$00.00%−537−100.0%Sold out