EATON VANCE ENHANCED EQUITY (EOS): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

EATON VANCE ENHANCED EQUITY (EOS)

129 + Investors. Track Smart Money conviction in EOS. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — EOS

Based on 129 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added EOS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

129 hedge funds hold EOS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q

+13 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 59% buying

65 buying45 selling

Last quarter: 65 funds bought or added vs 45 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 18 → 15 → 16 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 25% medium ■ 18% new

74 out of 129 hedge funds have held EOS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~17 new funds/quarter

20 → 18 → 15 → 16 → 17 new funds/Q

New funds entering each quarter: 18 → 15 → 16 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 12% 1-2yr ■ 26% new

Of 129 current holders: 79 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds

12 of 129 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in EOS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	129	128	0.78%
13F Shares	11M	10M	6.41%
Total Value	$261M	$250M	4.43%
New Positions	17	16	+1
Increased Positions	48	54	-6
Closed Positions	16	11	+5
Reduced Positions	29	20	+9
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

129

128

0.78%

13F Shares

11M

10M

6.41%

Total Value

$261M

$250M

4.43%

New Positions

Increased Positions

-6

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

129 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EOS. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of EOS — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	PMG Family Office LLC	1.93%	84,291	$1.7M
2	JBR Co Financial Management Inc	1.34%	136,906	$3.2M
3	City Center Advisors, LLC	0.50%	26,401	$540K
4	ROMAN BUTLER FULLERTON & CO	0.50%	84,705	$1.8M
5	COMMONS CAPITAL, LLC	0.31%	18,148	$371K
6	Compass Planning Associates Inc	0.29%	22,335	$457K
7	Fairman Group, LLC	0.23%	13,000	$266K
8	TBH Global Asset Management, LLC	0.16%	39,474	$808K
9	Indivisible Partners	0.14%	77,052	$1.6M
10	Costello Asset Management, INC	0.10%	14,041	$287K
11	Altus Wealth Group LLC	0.09%	10,667	$218K
12	WEALTH EFFECTS LLC	0.08%	11,135	$228K
13	Formidable Asset Management, LLC	0.06%	16,474	$386K
14	Shulman DeMeo Asset Management LLC	0.05%	10,537	$216K
15	NBC SECURITIES, INC.	0.04%	23,850	$488K
16	Kentucky Trust Co	0.02%	2,225	$46K
17	Stockman Wealth Management, Inc.	0.02%	10,000	$205K
18	American Capital Advisory, LLC	0.02%	2,725	$56K
19	CGC Financial Services, LLC	0.02%	3,002	$61K
20	FLAGSHIP HARBOR ADVISORS, LLC	0.01%	15,147	$310K
21	B. Riley Wealth Advisors, Inc.	0.01%	10,694	$208K
22	OPPENHEIMER & CO INC	0.01%	45,271	$926K
23	COMMONWEALTH EQUITY SERVICES, LLC	0.01%	349,044	$7.1M
24	World Investment Advisors	0.01%	26,482	$542K
25	Stratos Wealth Partners, LTD.	0.01%	32,562	$666K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — EATON VANCE ENHANCED EQUITY (EOS)

What does the Smart Money Trend signal show for EOS?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added EOS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EOS?

Slight buying edge — 59% buying: Last quarter: 65 funds bought or added vs 45 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EOS holders?

Elite ownership — 48% AUM from top-100 funds: 12 of 129 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in EOS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EOS?

57% of holders stayed for 2+ years: 74 out of 129 hedge funds have held EOS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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EATON VANCE ENHANCED EQUITY (EOS)

Smart Money Signals — EOS

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Steady growth — +11% more funds vs a year ago

Slight buying edge — 59% buying

Steady new buyers — ~17 new funds per quarter

57% of holders stayed for 2+ years

Steady discovery — ~17 new funds/quarter

Deep conviction — 61% of holders stayed 2+ years

Elite ownership — 48% AUM from top-100 funds

Hedge Fund Ownership: EOS

Market Analysis: EOS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EOS

Hedge Fund Positioning: EOS

Statistics: EOS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — EATON VANCE ENHANCED EQUITY (EOS)

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