Who Owns Eaton Vance California Municipal Income Trust (CEV)?Hedge Fund & Institutional Holders
Institutional Holders
38
as of Q4 2025
Total Institutional Value
$1.0001000100010008e+67T
% of Float Held
—
QoQ Change in Holders
+14 / -5
Price History
CEV — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | New Position | +65K | +$655K |
| Atala Financial Inc | New Position | +53K | +$527K |
| WESCAP Management Group, Inc. | New Position | +49K | +$489K |
| MELFA WEALTH MANAGEMENT, INC. | New Position | +21K | +$207K |
| Whipplewood Advisors, LLC | New Position | +18K | +$179K |
| WOLVERINE ASSET MANAGEMENT LLC | New Position | +11K | +$110K |
| Concorde Asset Management, LLC | New Position | +10K | +$100K |
| Pasadena Private Wealth, LLC | New Position | +10K | +$100K |
| Noble Wealth Management PBC | New Position | +5K | +$46K |
| WHITTIER TRUST CO | New Position | +3K | +$33K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | New Position | +2K | +$15K |
| HOLLENCREST CAPITAL MANAGEMENT | New Position | +2K | +$0 |
| EVOLVE PRIVATE WEALTH, LLC | New Position | +24K | +$0 |
| BANK OF AMERICA CORP /DE/ | New Position | +500 | +$0 |
| WEDBUSH SECURITIES INC | Increased | +20K | +$-138K |
CEV — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Saba Capital Management, L.P. | Closed Position | -353K | -$3.6B |
| Advisors Asset Management, Inc. | Decreased | -2K | -$492.7M |
| Vivaldi Capital Management LP | Decreased | -520 | -$398.8M |
| Almitas Capital LLC | Closed Position | -18K | -$183.0M |
| ROYAL BANK OF CANADA | Decreased | -6K | -$168.0M |
| NAPA WEALTH MANAGEMENT | Closed Position | -16K | -$162.4M |
| BALYASNY ASSET MANAGEMENT L.P. | Closed Position | -14K | -$142.7M |
| Logan Stone Capital, LLC | Closed Position | -11K | -$114.1M |
| OSAIC HOLDINGS, INC. | Decreased | -6K | -$94.9M |
| COMERICA BANK | Decreased | -261 | -$9.7M |
Top Institutional Holders(Q4 2025)
CEV Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 33 | $7.8M | +9 |
| Q3 2025 | 24 | $12.3B | -6 |
| Q2 2025 | 30 | $14.2B | -2 |
| Q1 2025 | 32 | $17.8B | -1 |
| Q4 2024 | 33 | $1.8T | +7 |
| Q3 2024 | 26 | $14.4T | +1 |
| Q2 2024 | 25 | $16.0T | +1 |
| Q1 2024 | 24 | $14.5T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 38 institutional investors hold CEV (Eaton Vance California Municipal Income Trust). The largest holder is LPL Financial LLC with $1.0M in shares. This quarter, 14 institutions opened new positions and 5 closed their positions.
Frequently Asked Questions
How many hedge funds own CEV?
As of Q4 2025, 38 institutional investors report holding CEV (Eaton Vance California Municipal Income Trust) in their 13F filings.
Who is the largest institutional holder of CEV?
The largest institutional holder of CEV is LPL Financial LLC with $1.0M in shares.
Is institutional ownership of CEV increasing or decreasing?
This quarter, 14 institutions opened new positions in CEV and 5 closed their positions.