E
Eaton Vance Senior Floating-Rate Fund
EFR • NYSE
Eaton Vance Senior Floating-Rate Fund is a publicly traded company on NYSE. As of Q3 2025, 89 institutional investors hold shares in this company, with total holdings valued at $98.8M. MORGAN STANLEY is the largest holder with a position valued at $11.9M.
Websiteeatonvance.com
Overview
Overview of institutional ownership in EFR as of Q3 2025
All Institutions
- Institutions
- 89
- Value Held
- $98.8M
- Shares Held
- 8.9M
- Avg Position
- $1.1M
- Median Position
- $227.5K
Hedge Funds
- Hedge Funds
- 6
- Value Held
- $14.4M
- Shares Held
- 1.3M
- Avg Position
- $2.4M
- Median Position
- $2.2M
Biggest Investors
Institutions with the largest positions in EFR as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $11.9M 0.00% of portfolio |
 Pathstone Holdings, LLC Family Office | $9.5M 0.04% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $8.1M 0.00% of portfolio |
 Advisors Asset Management, Inc. ETF Provider | $6.6M 0.11% of portfolio |
 Invesco Ltd. ETF Provider | $6.4M 0.00% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $5.5M 0.04% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $5.4M 0.00% of portfolio |
 Polar Securities Inc. Hedge Fund•Multi-Strategy | $5.0M 0.15% of portfolio |
 WHITE PINE CAPITAL LLC RIA/Wealth | $3.8M 1.10% of portfolio |
 1607 Capital Partners, LLC Hedge Fund•Sector | $3.8M 0.29% of portfolio |
Net Capital Flow
Institutional buying and selling activity for EFR in Q3 2025
- Traded
- +$16.9M
- Buyers
- 49
- Sellers
- 19
- Total Bought
- +$23.5M
- Total Sold
- −$6.7M
- Avg Position
- $1.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Pathstone Holdings, LLC Family Office | +$9.5M +832.1K shares |
1607 Capital Partners, LLC Hedge Fund•Sector | +$3.8M +332.1K shares |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | +$1.7M +150.7K shares |
MORGAN STANLEY RIA/Wealth | +$1.6M +139.6K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$1.1M +95.3K shares |
AMERIPRISE FINANCIAL INC Institution | +$883.1K +77.2K shares |
 Logan Stone Capital, LLC Hedge Fund•Long/Short | +$772.4K +67.5K shares |
J JANE STREET GROUP, LLC Institution | +$557.0K +48.7K shares |
Advisors Asset Management, Inc. ETF Provider | +$535.7K +46.8K shares |
 BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$392.4K +34.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 WELLS FARGO & COMPANY/MN Institution | −$2.7M −233.5K shares |
V Virtus Investment Advisers, Inc. Institution | −$793.6K −65.5K shares |
BANK OF AMERICA CORP /DE/ Institution | −$763.2K −66.7K shares |
G GUGGENHEIM CAPITAL LLC Institution | −$741.6K −64.8K shares |
 Marble Harbor Investment Counsel, LLC RIA/Wealth | −$466.6K −38.5K shares |
 Beaird Harris Wealth Management, LLC RIA/Wealth | −$423.2K −34.9K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$170.0K −14.9K shares |
F Fiduciary Alliance LLC Institution | −$160.2K −14.0K shares |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | −$106.9K −9.3K shares |
 HORIZON KINETICS ASSET MANAGEMENT LLC Long Only Manager | −$89.2K −7.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited EFR in Q3 2025
- New Positions
- 11
- New Value
- $9.9M
- Exited Positions
- 5
- Exited Value
- $1.7M
New Positions
| Institution | Position Value |
|---|---|
Pathstone Holdings, LLC Family Office | $9.5M 832.1K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | $287.8K 25.2K shares |
 Gridiron Partners, LLC Long Only Manager | $80.8K 288.4K shares |
 NBC SECURITIES, INC. RIA/Wealth | $23.7K 2.1K shares |
 Strategic Advocates LLC RIA/Wealth | $17.7K 1.5K shares |
C Crews Bank & Trust Institution | $4.6K 400.0 shares |
 GoalVest Advisory LLC Private Equity | $3.6K 311.0 shares |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $2.3K 200.0 shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $206.0 18.0 shares |
 WEDBUSH MORGAN SECURITIES INC RIA/Wealth | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
V Virtus Investment Advisers, Inc. Institution | $793.6K 65.5K shares |
Marble Harbor Investment Counsel, LLC RIA/Wealth | $466.6K 38.5K shares |
Beaird Harris Wealth Management, LLC RIA/Wealth | $423.2K 34.9K shares |
WEDBUSH MORGAN SECURITIES INC RIA/Wealth | - 14.0K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | - 11.3K shares |
Options Activity
Institutions with the largest Call and Put options positions in EFR as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with EFR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
WHITE PINE CAPITAL LLC RIA/Wealth | 1.10% $3.8M |
 Collar Capital Management, LLC RIA/Wealth | 0.97% $1.4M |
 Verity Asset Management, Inc. RIA/Wealth | 0.48% $1.5M |
Logan Stone Capital, LLC Hedge Fund•Long/Short | 0.36% $772.4K |
 Oregon Pacific Wealth Management, LLC RIA/Wealth | 0.32% $329.6K |
G Garner Asset Management Corp RIA/Wealth | 0.29% $716.1K |
1607 Capital Partners, LLC Hedge Fund•Sector | 0.29% $3.8M |
 Shaker Financial Services, LLC RIA/Wealth | 0.25% $737.5K |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | 0.24% $2.4M |
 Ethos Financial Group, LLC RIA/Wealth | 0.23% $2.8M |
Hedge Fund Spotlight
Discover hedge funds investing in EFR
BALYASNY ASSET MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDmitry Balyasny
- Portfolio Value
- $48.1B
- Positions
- 1,894
- Last Reported
- Q3 2025
Sector Allocation
E
Position in Eaton Vance Senior Floating-Rate Fund
- Market Value
- $512.6K
- Shares Held
- 44.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $1.1B | 2.29% | |
Software - Infrastructure Technology | $1.1B | 2.23% | |
Semiconductors Technology | $905.7M | 1.88% |
