E
Eaton Vance Tax-Managed Diversified Equity Income
ETY • NYSE
Eaton Vance Tax-Managed Diversified Equity Income is a publicly traded company on NYSE. As of Q3 2025, 180 institutional investors hold shares in this company, with total holdings valued at $552.1M. MORGAN STANLEY is the largest holder with a position valued at $205.7M.
Websiteeatonvance.com
Overview
Overview of institutional ownership in ETY as of Q3 2025
All Institutions
- Institutions
- 180
- Value Held
- $552.1M
- Shares Held
- 34.7M
- Avg Position
- $3.1M
- Median Position
- $300.0K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $726.4K
- Shares Held
- 45.7K
- Avg Position
- $726.4K
- Median Position
- $726.4K
Biggest Investors
Institutions with the largest positions in ETY as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $205.7M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $43.0M 0.01% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $31.6M 0.01% of portfolio |
 Invesco Ltd. ETF Provider | $24.1M 0.00% of portfolio |
L LPL Financial LLC Institution | $18.9M 0.01% of portfolio |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | $18.3M 0.31% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $15.5M 0.12% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $12.8M 0.00% of portfolio |
 MATRIX PRIVATE CAPITAL GROUP LLC RIA/Wealth | $10.6M 5.64% of portfolio |
 RFG Advisory Group, LLC RIA/Wealth | $9.8M 0.31% of portfolio |
Net Capital Flow
Institutional buying and selling activity for ETY in Q3 2025
- Traded
- +$15.7M
- Buyers
- 79
- Sellers
- 49
- Total Bought
- +$25.4M
- Total Sold
- −$9.8M
- Avg Position
- $2.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$10.4M +654.6K shares |
 Pensionmark Financial Group, LLC Pension/Endowment | +$2.2M +140.8K shares |
 GOLDMAN SACHS GROUP INC Institution | +$1.6M +319.0 shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$1.1M +71.5K shares |
 UBS Group AG Institution | +$1.0M +65.7K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.0M +63.7K shares |
 IHT Wealth Management, LLC RIA/Wealth | +$730.4K +45.9K shares |
MATRIX PRIVATE CAPITAL GROUP LLC RIA/Wealth | +$633.3K +39.8K shares |
 Brand Asset Management Group, Inc. RIA/Wealth | +$582.9K +36.7K shares |
WELLS FARGO & COMPANY/MN Institution | +$471.2K +29.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
RFG Advisory Group, LLC RIA/Wealth | −$5.0M −313.7K shares |
G GUGGENHEIM CAPITAL LLC Institution | −$1.0M −63.9K shares |
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution | −$656.8K −42.5K shares |
 CoreCap Advisors, LLC RIA/Wealth | −$331.0K −20.8K shares |
C COMERICA BANK Institution | −$318.0K −20.0K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$308.1K −19.4K shares |
 L.M. KOHN & COMPANY RIA/Wealth | −$293.4K −19.0K shares |
 Bank of New York Mellon Corp Institution | −$263.0K −17.0K shares |
N Neuberger Berman Group LLC Institution | −$175.0K −11.3K shares |
I Inscription Capital, LLC RIA/Wealth | −$156.7K −10.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited ETY in Q3 2025
- New Positions
- 12
- New Value
- $5.1M
- Exited Positions
- 9
- Exited Value
- $1.6M
New Positions
| Institution | Position Value |
|---|---|
Pensionmark Financial Group, LLC Pension/Endowment | $2.2M 140.8K shares |
GOLDMAN SACHS GROUP INC Institution | $1.6M 100.3K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $463.8K 29.2K shares |
B BENJAMIN EDWARDS INC Institution | $361.4K 22.7K shares |
W WealthCare Investment Partners, LLC RIA/Wealth | $158.6K 10.0K shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | $117.5K 7.4K shares |
 Union Bankshares Corp Institution | $81.1K 5.1K shares |
 Turim 21 Investimentos Ltda. RIA/Wealth | $20.3K 1.3K shares |
V Vermillion Wealth Management, Inc. RIA/Wealth | $14.2K 896.0 shares |
 J.Safra Asset Management Corp Fund of Funds | $8.0K 500.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution | $656.8K 42.5K shares |
L.M. KOHN & COMPANY RIA/Wealth | $293.4K 19.0K shares |
Bank of New York Mellon Corp Institution | $263.0K 17.0K shares |
N Neuberger Berman Group LLC Institution | $175.0K 11.3K shares |
I Inscription Capital, LLC RIA/Wealth | $156.7K 10.1K shares |
 Mount Yale Investment Advisors, LLC RIA/Wealth | $36.1K 2.3K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $17.9K 1.2K shares |
W WealthTrak Capital Management LLC RIA/Wealth | $7.6K 494.0 shares |
 Kingstone Capital Partners Texas, LLC RIA/Wealth | - 23.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in ETY 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 ETY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
MATRIX PRIVATE CAPITAL GROUP LLC RIA/Wealth | 5.64% $10.6M |
 Cypress Capital Management LLC RIA/Wealth | 4.49% $4.5M |
 C2C Wealth Management, LLC RIA/Wealth | 3.19% $3.7M |
P Pathway Financial Advisers, LLC RIA/Wealth | 1.90% $6.5M |
 Heron Bay Capital Management RIA/Wealth | 1.20% $6.4M |
 Pointe Capital Management LLC RIA/Wealth | 1.06% $2.2M |
 Morey & Quinn Wealth Partners, LLC RIA/Wealth | 0.56% $765.9K |
 GPS Wealth Strategies Group, LLC RIA/Wealth | 0.39% $3.7M |
 ELCO Management Co., LLC Hedge Fund•Long/Short | 0.38% $726.4K |
D David J Yvars Group Institution | 0.34% $636.0K |
Hedge Fund Spotlight
Discover hedge funds investing in ETY
ELCO Management Co., LLC
Hedge Fund • Long/Short
Portfolio ManagerPaul Elliot
- Portfolio Value
- $191.4M
- Positions
- 163
- Last Reported
- Q3 2025
Sector Allocation
E
Position in Eaton Vance Tax-Managed Diversified Equity Income
- Market Value
- $726.4K
- Shares Held
- 45.7K
- Portfolio Weight
- 0.38%
- Owned Since
- 2022-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Oil & Gas Midstream Energy | $12.1M | 6.31% | |
Oil & Gas Midstream Energy | $11.5M | 6.03% | |
Oil & Gas Midstream Energy | $8.8M | 4.62% |
