Who Owns Eaton Vance Enhance Equity Income Fund II (EOS)?Hedge Fund & Institutional Holders

$21.24-0.16 (-0.75%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.9000270001800016e+186T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$18.53$20.14$21.75$23.36$24.97Aug 24Jun 25Mar 26

EOS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+378K+$8.0M
Shaker Financial Services, LLCNew Position+185K+$4.3M
WOLVERINE ASSET MANAGEMENT LLCNew Position+163K+$3.8M
Chung Wu Investment Group, LLCNew Position+159K+$3.7M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New Position+102K+$2.4M
1607 Capital Partners, LLCNew Position+92K+$2.2M
ROMAN BUTLER FULLERTON & CONew Position+84K+$1.9M
Sanctuary Advisors, LLCNew Position+73K+$1.6M
Indivisible PartnersNew Position+68K+$1.6M
Logan Stone Capital, LLCNew Position+61K+$1.4M
OPPENHEIMER & CO INCNew Position+44K+$1.0M
TWO SIGMA INVESTMENTS, LPNew Position+54K+$1.0M
Global Assets Advisory, LLCNew Position+66K+$1.0M
TBH Global Asset Management, LLCNew Position+40K+$926K
Calamos Advisors LLCNew Position+37K+$854K

EOS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-8K-$29.0B
OSAIC HOLDINGS, INC.Decreased-3K-$15.5B
Advisors Asset Management, Inc.Decreased-54K-$6.4B
Larson Financial Group LLCDecreased-3K-$3.3B
JBR Co Financial Management IncDecreased-2K-$3.3B
Sunbelt Securities, Inc.Decreased-11K-$2.4B
STIFEL FINANCIAL CORPDecreased-4K-$1.3B
Corient Private Wealth LLCDecreased-675-$885.1M
Compound Planning, Inc.Closed Position-29K-$690.4M
NBC SECURITIES, INC.Decreased-2K-$603.1M
Summit Financial, LLCDecreased-1K-$603.0M
BALYASNY ASSET MANAGEMENT L.P.Closed Position-23K-$555.2M
Creative PlanningDecreased-716-$548.7M
COMMONS CAPITAL, LLCDecreased-790-$317.0M
NWF Advisory Services Inc.Closed Position-17K-$310.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY1,264,364$29.0M0.00%Share
2BANK OF AMERICA CORP /DE/1,193,766$27.0M0.00%Share
3GUGGENHEIM CAPITAL LLC791,723$18.0M0.13%Share
4OSAIC HOLDINGS, INC.644,519$15.0M0.02%Share
5Invesco Ltd.632,594$14.8M0.00%Share
6WELLS FARGO & COMPANY/MN527,579$12.0M0.00%Share
7UBS Group AG432,274$10.1M0.00%Share
8RAYMOND JAMES FINANCIAL INC384,564$9.0M0.00%Share
9LPL Financial LLC409,530$9.0M0.00%Share
10COMMONWEALTH EQUITY SERVICES, LLC378,143$8.0M0.01%Share
11ROYAL BANK OF CANADA340,783$7.0M0.00%Share
12RAYMOND JAMES FINANCIAL INC299,508$7.0M0.00%Share
13Advisors Asset Management, Inc.214,666$5.0M0.08%Share
14Shaker Financial Services, LLC184,985$4.3M1.37%Share
15WELLS FARGO & COMPANY/MN191,762$4.0M0.00%Share
16Cetera Investment Advisers171,191$4.0M0.00%Share
17WOLVERINE ASSET MANAGEMENT LLC162,779$3.8M0.03%Share
18Chung Wu Investment Group, LLC158,610$3.7M3.04%Share
19JBR Co Financial Management Inc136,906$3.2M1.34%Share
20Larson Financial Group LLC137,463$3.0M0.10%Share
21Invesco Ltd.96,223$2.3M0.00%Share
221607 Capital Partners, LLC92,033$2.2M0.15%Share
23NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO41,082$2.2M0.00%Share
24COHEN & STEERS, INC.89,355$2.1M0.00%Share
25Sunbelt Securities, Inc.87,365$2.0M0.14%Share
26Rockefeller Capital Management L.P.119,860$2.0M0.00%Share
27AMERIPRISE FINANCIAL INC117,239$2.0M0.00%Share
28ROMAN BUTLER FULLERTON & CO83,620$1.9M0.49%Share
29PMG Family Office LLC78,365$1.8M2.12%Share
30Indivisible Partners67,803$1.6M0.17%Share
31Logan Stone Capital, LLC60,815$1.4M0.35%Share
32LANDSCAPE CAPITAL MANAGEMENT, L.L.C.53,447$1.3M0.08%Share
33OPPENHEIMER & CO INC44,279$1.0M0.01%Share
34STIFEL FINANCIAL CORP50,268$1.0M0.00%Share
35Steward Partners Investment Advisory, LLC51,103$1.0M0.01%Share
36Private Advisor Group, LLC50,135$1.0M0.00%Share
37TWO SIGMA INVESTMENTS, LP54,028$1.0M0.00%Share
38Kestra Advisory Services, LLC57,786$1.0M0.00%Share
39Global Assets Advisory, LLC66,312$1.0M0.29%Share
40Stratos Wealth Partners, LTD.42,632$998K0.01%Share
41TBH Global Asset Management, LLC39,596$926K0.15%Share
42Calamos Advisors LLC36,513$854K0.00%Share
43Corient Private Wealth LLC36,349$850K0.00%Share
44D.A. DAVIDSON & CO.32,124$752K0.00%Share
45LANDSCAPE CAPITAL MANAGEMENT, L.L.C.29,479$690K0.05%Share
46TRUIST FINANCIAL CORP27,550$644K0.00%Share
47Tyche Wealth Partners LLC26,638$623K0.10%Share
48NBC SECURITIES, INC.23,000$538K0.04%Share
49City Center Advisors, LLC22,852$534K0.49%Share
50Compass Planning Associates Inc22,335$522K0.36%Share

EOS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025138$248.1M+56
Q3 202582$211.4B-33
Q2 2025115$168.7B-10
Q1 2025125$202.7B+23
Q4 2024102$8.9T+18
Q3 202484$145.8T+5
Q2 202479$144.2T+6
Q1 202473$134.4T—

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As of Q4 2025, 50 institutional investors hold EOS (Eaton Vance Enhance Equity Income Fund II). The largest holder is MORGAN STANLEY with $29.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own EOS?

As of Q4 2025, 50 institutional investors report holding EOS (Eaton Vance Enhance Equity Income Fund II) in their 13F filings.

Who is the largest institutional holder of EOS?

The largest institutional holder of EOS is MORGAN STANLEY with $29.0M in shares.

Is institutional ownership of EOS increasing or decreasing?

This quarter, 15 institutions opened new positions in EOS and 3 closed their positions.