Eaton Vance Tax-Managed Global Diversified Equity Income Fund

EXG • NYSE

Eaton Vance Tax-Managed Global Diversified Equity Income Fund is a publicly traded company on NYSE. As of Q3 2025, 245 institutional investors hold shares in this company, with total holdings valued at $556.9M. MORGAN STANLEY is the largest holder with a position valued at $218.5M.

Websiteeatonvance.com

Overview

Overview of institutional ownership in EXG as of Q3 2025

All Institutions

Institutions: 245
Value Held: $556.9M
Shares Held: 61.2M
Avg Position: $2.3M
Median Position: $183.1K

Hedge Funds

Hedge Funds: 3
Value Held: $5.4M
Shares Held: 588.5K
Avg Position: $1.8M
Median Position: $2.3M

Biggest Investors

Institutions with the largest positions in EXG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$218.5M 0.01% of portfolio	0.00% 24.0M shares	Q4 2022 Held for 2y 11m	$1.65T
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$36.0M 0.01% of portfolio	0.00% 4.0M shares	Q4 2022 Held for 2y 11m	$633.08B
L LPL Financial LLC Institution	-	$33.6M 0.01% of portfolio	0.00% 3.7M shares	Q4 2022 Held for 2y 11m	$340.07B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$24.4M 0.00% of portfolio	0.00% 2.7M shares	Q4 2022 Held for 2y 11m	$1.33T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$19.1M 0.01% of portfolio	0.00% 2.1M shares	Q4 2024 Held for 11 months	$310.43B
K Karpus Management, Inc. Institution	-	$14.0M 0.45% of portfolio	0.00% 1.5M shares	Q4 2022 Held for 2y 11m	$3.1B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$12.8M 0.00% of portfolio	0.00% 1.4M shares	Q4 2022 Held for 2y 11m	$488.50B
Advisors Asset Management, Inc. ETF Provider	Scott Irvin Colyer CEO	$12.5M 0.21% of portfolio	0.00% 1.4M shares	Q4 2022 Held for 2y 11m	$5.9B
G GUGGENHEIM CAPITAL LLC Institution	-	$11.9M 0.09% of portfolio	0.00% 1.3M shares	Q4 2022 Held for 2y 11m	$13.4B
Allspring Global Investments Holdings, LLC Long Only Manager	Francis Jon Baranko President	$11.5M 0.02% of portfolio	0.00% 1.3M shares	Q3 2023 Held for 2y 2m	$61.5B

Net Capital Flow

Institutional buying and selling activity for EXG in Q3 2025

Traded: −$3.4M
Buyers: 107
Sellers: 71
Total Bought: +$25.0M
Total Sold: −$28.4M
Avg Position: $2.0M

Biggest Buyers

Institution	Net Bought	Current Position
L LPL Financial LLC Institution	+$6.3M +690.8K shares	$33.6M 3.7M shares
MORGAN STANLEY RIA/Wealth	+$4.3M +474.6K shares	$218.5M 24.0M shares
Goss Wealth Management LLC RIA/Wealth	+$2.8M +307.7K shares	$3.8M 412.3K shares
Cetera Investment Advisers RIA/Wealth	+$1.8M +196.9K shares	$3.5M 389.7K shares
G GUGGENHEIM CAPITAL LLC Institution	+$882.2K +96.9K shares	$11.9M 1.3M shares
INTL FCSTONE INC. Institution	+$784.2K +86.2K shares	$784.2K 86.2K shares
Kestra Advisory Services, LLC RIA/Wealth	+$727.1K +79.9K shares	$3.0M 332.1K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$597.1K +1.5K shares	$597.1K 65.6K shares
WELLS FARGO & COMPANY/MN Institution	+$521.4K +57.3K shares	$12.8M 1.4M shares
Prosperity Consulting Group, LLC RIA/Wealth	+$398.4K +43.8K shares	$6.3M 697.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
1607 Capital Partners, LLC Hedge Fund•Sector	−$10.4M −1.1M shares	$2.3M 254.5K shares
S STIFEL FINANCIAL CORP Long Only Manager	−$3.3M −366.8K shares	$9.0M 985.7K shares
K Karpus Management, Inc. Institution	−$2.9M −323.5K shares	$14.0M 1.5M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$1.9M −207.8K shares	$19.1M 2.1M shares
Integrated Wealth Concepts LLC RIA/Wealth	−$1.1M −120.2K shares	$879.0K 96.6K shares
Steel Peak Wealth Management LLC RIA/Wealth	−$940.0K −107.4K shares	Sold Off 0 shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$846.4K −96.7K shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$776.3K −85.3K shares	$400.8K 44.0K shares
CNH PARTNERS LLC Hedge Fund•Multi-Strategy	−$774.9K −88.6K shares	Sold Off 0 shares
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy	−$536.0K −61.3K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EXG in Q3 2025

New Positions: 18
New Value: $2.2M
Exited Positions: 27
Exited Value: $5.7M

New Positions

Institution	Position Value
INTL FCSTONE INC. Institution	$784.2K 86.2K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$597.1K 65.6K shares
HORAN Wealth, LLC RIA/Wealth	$236.2K 26.0K shares
Founders Financial Alliance, LLC RIA/Wealth	$139.9K 15.4K shares
HARBOUR INVESTMENTS, INC. RIA/Wealth	$116.5K 12.8K shares
NBC SECURITIES, INC. RIA/Wealth	$108.7K 11.9K shares
E EVOKE WEALTH, LLC RIA/Wealth	$106.8K 11.7K shares
S SPIREPOINT PRIVATE CLIENT, LLC RIA/Wealth	$97.2K 10.7K shares
Sontag Advisory, LLC RIA/Wealth	$24.2K 2.7K shares
Legacy Wealth Managment, LLC/ID RIA/Wealth	$15.4K 1.7K shares

Exited Positions

Institution	Previous Position
Steel Peak Wealth Management LLC RIA/Wealth	$940.0K 107.4K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$846.4K 96.7K shares
CNH PARTNERS LLC Hedge Fund•Multi-Strategy	$774.9K 88.6K shares
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy	$536.0K 61.3K shares
Calamos Advisors LLC Long Only Manager	$490.9K 56.1K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$215.8K 24.7K shares
Warther Private Wealth, LLC RIA/Wealth	$207.2K 23.7K shares
IFG Advisory, LLC RIA/Wealth	$183.2K 20.9K shares
ASHTON THOMAS SECURITIES, LLC RIA/Wealth	$158.2K 18.1K shares
National Asset Management, Inc. RIA/Wealth	$151.0K 17.3K shares

Options Activity

Institutions with the largest Call and Put options positions in EXG 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 EXG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
SAM Advisors, LLC RIA/Wealth	Donald Anthony Debernardi President	1.51% $4.7M	0.00% 513.5K shares	Q2 2025 Held for 5 months	$310.2M
B BBK Capital Partners, LLC ETF Provider	William Bush Brown CEO	1.36% $8.6M	0.00% 980.1K shares	Q3 2023 Held for 2y 2m	$632.9M
Pointe Capital Management LLC RIA/Wealth	Jeffrey Charles Huebner Managing Partner	0.71% $1.5M	0.00% 159.5K shares	Q1 2023 Held for 2y 8m	$204.5M
Morey & Quinn Wealth Partners, LLC RIA/Wealth	Michael Andrew Morey Partner	0.69% $948.1K	0.00% 104.2K shares	Q4 2024 Held for 11 months	$137.0M
Focused Wealth Management, Inc RIA/Wealth	Jacob Michael Brett President	0.56% $5.0M	0.00% 550.7K shares	Q4 2022 Held for 2y 11m	$900.9M
K Karpus Management, Inc. Institution	-	0.45% $14.0M	0.00% 1.5M shares	Q4 2022 Held for 2y 11m	$3.1B
Northstar Advisory Group, LLC RIA/Wealth	Michael Adam Rosen CIO	0.38% $925.1K	0.00% 101.7K shares	Q4 2022 Held for 2y 11m	$245.0M
H High Net Worth Advisory Group LLC Institution	-	0.36% $1.5M	0.00% 162.8K shares	Q4 2022 Held for 2y 11m	$414.1M
Prosperity Consulting Group, LLC RIA/Wealth	Michele L Martin President	0.31% $6.3M	0.00% 697.4K shares	Q3 2024 Held for 1y 2m	$2.0B
INTEGRATED CAPITAL MANAGEMENT, INC. RIA/Wealth	Joseph Clayton Perfilio President	0.30% $436.2K	0.00% 47.9K shares	Q4 2023 Held for 1y 11m	$143.5M

Hedge Fund Spotlight

Discover hedge funds investing in EXG

Polar Securities Inc.

Hedge Fund • Multi-Strategy

Portfolio ManagerRichard Gregory Lemaich

Portfolio Value: $3.4B
Positions: 452
Last Reported: Q3 2025

Sector Allocation

Position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund

Market Value: $2.8M
Shares Held: 310.2K
Portfolio Weight: 0.08%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 PHYS Sprott Physical Gold Trust PHYS	Unknown Unknown	$282.9M	8.42%
2 VRNA Verona Pharma VRNA	Unknown Unknown	$103.5M	3.08%
3 Nvidia NVDA	Semiconductors Technology	$90.7M	2.70%

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