Eaton Vance Enhance Equity Income Fund II is a publicly traded company on NYSE. As of Q3 2025, 125 institutional investors hold shares in this company, with total holdings valued at $230.5M. MORGAN STANLEY is the largest holder with a position valued at $30.0M.
Overview of institutional ownership in EOS as of Q3 2025
Institutions with the largest positions in EOS as of Q3 2025
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $30.0M 0.00% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $29.0M 0.00% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $18.3M 0.14% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $16.4M 0.00% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $16.0M 0.01% of portfolio |
A Advisor Group Holdings, Inc. Institution | $15.5M 0.02% of portfolio |
Invesco Ltd. ETF Provider | $13.6M 0.00% of portfolio |
L LPL Financial LLC Institution | $9.5M 0.00% of portfolio |
UBS Group AG Institution | $8.8M 0.00% of portfolio |
Advisors Asset Management, Inc. ETF Provider | $6.4M 0.11% of portfolio |
Institutional buying and selling activity for EOS in Q3 2025
| Institution | Net Bought |
|---|---|
Shaker Financial Services, LLC RIA/Wealth | +$1.4M +57.4K shares |
UBS Group AG Institution | +$1.1M +43.9K shares |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$975.3K +40.8K shares |
WELLS FARGO & COMPANY/MN Institution | +$643.8K +26.9K shares |
NBC SECURITIES, INC. RIA/Wealth | +$603.6K +835.0 shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | +$585.5K +24.5K shares |
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$555.2K +23.2K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$447.3K +18.7K shares |
Global Assets Advisory, LLC RIA/Wealth | +$383.5K +16.0K shares |
L LPL Financial LLC Institution | +$323.9K +13.5K shares |
| Institution | Net Sold |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | −$4.0M −166.7K shares |
Advisors Asset Management, Inc. ETF Provider | −$3.1M −130.6K shares |
G GUGGENHEIM CAPITAL LLC Institution | −$1.3M −55.8K shares |
MORGAN STANLEY RIA/Wealth | −$535.5K −22.4K shares |
Kovack Advisors, Inc. RIA/Wealth | −$528.2K −21.8K shares |
WEALTH EFFECTS LLC RIA/Wealth | −$322.7K −13.5K shares |
Concurrent Investment Advisors, LLC RIA/Wealth | −$271.2K −11.3K shares |
Semus Wealth Partners LLC RIA/Wealth | −$270.2K −11.2K shares |
−$235.7K −9.7K shares | |
Sunbelt Securities, Inc. RIA/Wealth | −$211.6K −8.8K shares |
Institutions that initiated new positions or completely exited EOS in Q3 2025
| Institution | Position Value |
|---|---|
NBC SECURITIES, INC. RIA/Wealth | $603.6K 25.2K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $585.5K 24.5K shares |
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $555.2K 23.2K shares |
Discipline Wealth Solutions, LLC RIA/Wealth | $260.4K 10.9K shares |
Pensionmark Financial Group, LLC Pension/Endowment | $259.2K 10.8K shares |
Signal Advisors Wealth, LLC RIA/Wealth | $247.0K 10.3K shares |
Sontag Advisory, LLC RIA/Wealth | $191.9K 8.0K shares |
HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $3.0K 125.0 shares |
| Institution | Previous Position |
|---|---|
Kovack Advisors, Inc. RIA/Wealth | $528.2K 21.8K shares |
Semus Wealth Partners LLC RIA/Wealth | $270.2K 11.2K shares |
$235.7K 9.7K shares | |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $131.3K 5.4K shares |
Milestone Group, Inc. RIA/Wealth | $41.2K 1.7K shares |
Flaharty Asset Management, LLC RIA/Wealth | $31.9K 1.3K shares |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $1.1K 44.0 shares |
Kessler Investment Group, LLC RIA/Wealth | $358.0 14.0 shares |
Institutions with the largest Call and Put options positions in EOS as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with EOS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
C Chung Wu Investment Group, LLC Institution | 3.20% $3.8M |
JBR Co Financial Management Inc RIA/Wealth | 1.40% $3.3M |
Shaker Financial Services, LLC RIA/Wealth | 0.87% $2.5M |
Chancellor Financial Group WB LP RIA/Wealth | 0.57% $808.0K |
ROMAN BUTLER FULLERTON & CO RIA/Wealth | 0.51% $1.9M |
Compass Planning Associates Inc RIA/Wealth | 0.49% $534.5K |
Global Assets Advisory, LLC RIA/Wealth | 0.48% $1.6M |
City Center Advisors, LLC RIA/Wealth | 0.47% $482.5K |
Fairman Group, LLC RIA/Wealth | 0.26% $311.1K |
COMMONS CAPITAL, LLC RIA/Wealth | 0.21% $317.3K |
Discover hedge funds investing in EOS

| 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% |
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