Evergreen International Balanced Income Fund is a publicly traded company on XNYS. As of Q3 2025, 18 institutional investors hold shares in this company, with total holdings valued at $526.2M. Hill Investment Group Partners, LLC is the largest holder with a position valued at $334.1M.
Overview of institutional ownership in EBI as of Q3 2025
Institutions with the largest positions in EBI as of Q3 2025
| Institution | Position Value |
|---|---|
Hill Investment Group Partners, LLC RIA/Wealth | $334.1M 40.73% of portfolio |
HILL ISLAND FINANCIAL LLC RIA/Wealth | $67.0M 16.75% of portfolio |
BetterWealth, LLC RIA/Wealth | $32.1M 7.69% of portfolio |
AIRE ADVISORS, LLC RIA/Wealth | $19.0M 3.45% of portfolio |
TCI Wealth Advisors, Inc. RIA/Wealth | $18.5M 1.10% of portfolio |
New Capital Management LP RIA/Wealth | $11.7M 3.07% of portfolio |
Empirical Financial Services, LLC RIA/Wealth | $11.0M 0.22% of portfolio |
Trellis Wealth Advisors LLC RIA/Wealth | $9.2M 3.74% of portfolio |
Chicago Partners Investment Group LLC RIA/Wealth | $6.2M 0.16% of portfolio |
Quantinno Capital Management LP Hedge Fund•Market Neutral | $6.0M 0.02% of portfolio |
Institutional buying and selling activity for EBI in Q3 2025
| Institution | Net Bought |
|---|---|
Hill Investment Group Partners, LLC RIA/Wealth | +$3.7M +68.1K shares |
HighTower Advisors, LLC RIA/Wealth | +$809.6K +14.8K shares |
J JANE STREET GROUP, LLC Institution | +$360.7K +6.6K shares |
BetterWealth, LLC RIA/Wealth | +$116.9K +2.1K shares |
| Institution | Net Sold |
|---|---|
HILL ISLAND FINANCIAL LLC RIA/Wealth | −$2.2M −39.4K shares |
GOLDMAN SACHS GROUP INC Institution | −$310.3K −6.1K shares |
G GTS SECURITIES LLC Institution | −$253.2K −4.6K shares |
UBS Group AG Institution | −$64.3K −1.2K shares |
AIRE ADVISORS, LLC RIA/Wealth | −$7.6K −139.0 shares |
Empirical Financial Services, LLC RIA/Wealth | −$54.9 −1.0 shares |
Institutions that initiated new positions or completely exited EBI in Q3 2025
| Institution | Position Value |
|---|---|
HighTower Advisors, LLC RIA/Wealth | $809.6K 14.8K shares |
J JANE STREET GROUP, LLC Institution | $360.7K 6.6K shares |
| Institution | Previous Position |
|---|---|
GOLDMAN SACHS GROUP INC Institution | $310.3K 6.1K shares |
Institutions with the largest Call and Put options positions in EBI as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with EBI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Hill Investment Group Partners, LLC RIA/Wealth | 40.73% $334.1M |
HILL ISLAND FINANCIAL LLC RIA/Wealth | 16.75% $67.0M |
BetterWealth, LLC RIA/Wealth | 7.69% $32.1M |
Trellis Wealth Advisors LLC RIA/Wealth | 3.74% $9.2M |
AIRE ADVISORS, LLC RIA/Wealth | 3.45% $19.0M |
New Capital Management LP RIA/Wealth | 3.07% $11.7M |
TCI Wealth Advisors, Inc. RIA/Wealth | 1.10% $18.5M |
MOSAIC FAMILY WEALTH PARTNERS, LLC RIA/Wealth | 0.45% $3.8M |
Empirical Financial Services, LLC RIA/Wealth | 0.22% $11.0M |
Chicago Partners Investment Group LLC RIA/Wealth | 0.16% $6.2M |
Discover hedge funds investing in EBI

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $2.1B | 5.71% | |
Consumer Electronics Technology | $1.9B | 5.06% | |
Software - Infrastructure Technology | $1.4B | 3.93% |
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