Who Owns Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG)?Hedge Fund & Institutional Holders

$8.96-0.03 (-0.31%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -7

Price History

$7.19$7.83$8.46$9.10$9.74Sep 24Jun 25Mar 26

EXG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Joel Isaacson & Co., LLCNew Position+745K+$18.8B
Kingstone Capital Partners Texas, LLCNew Position+309K+$7.8B
Shaker Financial Services, LLCNew Position+171K+$4.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+120K+$3.0B
Spire Wealth ManagementNew Position+115K+$2.9B
RAYMOND JAMES FINANCIAL INCIncreased+116K+$2.3B
1776 Wealth LLCNew Position+76K+$1.9B
WOLVERINE ASSET MANAGEMENT LLCNew Position+52K+$1.3B
Logan Stone Capital, LLCNew Position+29K+$735.0M
Sowell Financial Services LLCNew Position+27K+$674.0M
Cornerstone Wealth Management, LLCNew Position+25K+$624.0M
SILVERLAKE WEALTH MANAGEMENT LLCNew Position+22K+$548.0M
Stratos Wealth Partners, LTD.Increased+8K+$523.9M
Calamos Advisors LLCNew Position+21K+$522.0M
Summit Investment Advisory Services, LLCNew Position+19K+$489.0M

EXG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Karpus Management, Inc.Closed Position-613K-$15.0B
Polar Asset Management Partners Inc.Closed Position-247K-$6.0B
Cornerstone Advisors, LLCClosed Position-86K-$2.1B
PMG Family Office LLCDecreased-879-$1.9B
MML INVESTORS SERVICES, LLCDecreased-331-$1.2B
RFG Advisory, LLCDecreased-7K-$574.9M
Invesco Ltd.Closed Position-15K-$366.1M
STIFEL FINANCIAL CORPDecreased-3K-$331.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-13K-$307.3M
Allworth Financial LPDecreased-2K-$293.0M
Accel Wealth ManagementDecreased-13K-$249.2M
Dakota Wealth ManagementDecreased-335-$228.1M
Modern Wealth Management, LLCClosed Position-8K-$201.8M
Newbridge Financial Services Group, Inc.Closed Position-7K-$178.4M
Rockefeller Capital Management L.P.Decreased-3K-$114.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/912,518$22.0B1.60%Share
2UBS Group AG838,697$21.1B3.42%Share
31607 Capital Partners, LLC790,120$19.9B1.36%Share
4Joel Isaacson & Co., LLC745,247$18.8B0.62%Share
5WELLS FARGO & COMPANY/MN528,414$13.0B2.37%Share
6RAYMOND JAMES FINANCIAL INC539,094$13.0B4.04%Share
7Stratos Wealth Partners, LTD.446,351$11.2B127.05%Share
8RAYMOND JAMES FINANCIAL INC446,921$11.0B3.42%Share
9GUGGENHEIM CAPITAL LLC378,534$9.0B64.45%Share
10AMERIPRISE FINANCIAL INC360,618$9.0B2.03%Share
11Kingstone Capital Partners Texas, LLC309,126$7.8B4.54%Share
12Advisors Asset Management, Inc.265,566$6.0B100.74%Share
13OSAIC HOLDINGS, INC.266,892$6.0B8.77%Share
14Rockefeller Capital Management L.P.206,093$5.0B9.00%Share
15Private Advisor Group, LLC206,194$5.0B23.52%Share
16ROYAL BANK OF CANADA223,583$5.0B0.81%Share
17Shaker Financial Services, LLC171,313$4.3B1.37%Share
18WELLS FARGO & COMPANY/MN187,595$4.0B0.73%Share
19FIRST TRUST ADVISORS LP145,877$3.0B2.18%Share
20COMMONWEALTH EQUITY SERVICES, LLC119,555$3.0B4.00%Share
21Spire Wealth Management115,237$2.9B0.10%Share
22PREVAIL INNOVATIVE WEALTH ADVISORS, LLC88,666$2.2B0.40%Share
23MRA Advisory Group86,420$2.2B0.91%Share
24Accel Wealth Management83,280$2.1B0.57%Share
25Steward Partners Investment Advisory, LLC95,263$2.0B10.97%Share
26TWO SIGMA INVESTMENTS, LP109,568$2.0B2.82%Share
271776 Wealth LLC76,286$1.9B0.72%Share
28WOLVERINE ASSET MANAGEMENT LLC52,209$1.3B10.36%Share
29STIFEL FINANCIAL CORP49,719$1.0B0.90%Share
30Founders Financial Alliance, LLC36,242$912.0M0.17%Share
31Richmond Investment Services, LLC33,457$842.0M0.15%Share
32Logan Stone Capital, LLC29,218$735.0M0.18%Share
33Sowell Financial Services LLC26,797$674.0M0.02%Share
34Cornerstone Wealth Management, LLC24,783$624.0M0.03%Share
35DENVER WEALTH MANAGEMENT, INC.21,932$552.0M0.20%Share
36SILVERLAKE WEALTH MANAGEMENT LLC21,769$548.0M0.12%Share
37Calamos Advisors LLC20,757$522.0M1.96%Share
38Summit Investment Advisory Services, LLC19,456$489.0M0.18%Share
39Kovack Advisors, Inc.17,135$431.0M0.03%Share
40COMMONS CAPITAL, LLC16,028$403.0M0.27%Share
41Sound Income Strategies, LLC15,026$381.0M0.02%Share
42Stonebridge Financial Planning Group, LLC13,000$327.0M0.12%Share
43OPPENHEIMER & CO INC12,588$316.0M4.49%Share
44North Star Investment Management Corp.12,309$309.0M0.02%Share
45Financial Security Advisor, Inc.12,255$308.0M0.06%Share
46Murphy, Middleton, Hinkle & Parker, Inc.6,092$307.0M0.15%Share
47MGB Wealth Management, LLC11,467$288.0M0.08%Share
48Simplicity Wealth,LLC11,468$288.0M0.02%Share
49KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC10,000$251.0M0.67%Share
50COOPER/HAIMS ADVISORS, LLC9,144$230.0M0.10%Share

EXG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025146$226.2B+46
Q3 2025100$208.6B-31
Q2 2025131$271.5B-2
Q1 2025133$278.4B+17
Q4 2024116$2.6T+17
Q3 202499$11.2T+6
Q2 202493$3.6T+5
Q1 202488$3.9T—

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As of Q4 2025, 50 institutional investors hold EXG (Eaton Vance Tax-Managed Global Diversified Equity Income Fund). The largest holder is BANK OF AMERICA CORP /DE/ with $22.0B in shares. This quarter, 13 institutions opened new positions and 7 closed their positions.

Frequently Asked Questions

How many hedge funds own EXG?

As of Q4 2025, 50 institutional investors report holding EXG (Eaton Vance Tax-Managed Global Diversified Equity Income Fund) in their 13F filings.

Who is the largest institutional holder of EXG?

The largest institutional holder of EXG is BANK OF AMERICA CORP /DE/ with $22.0B in shares.

Is institutional ownership of EXG increasing or decreasing?

This quarter, 13 institutions opened new positions in EXG and 7 closed their positions.