Who Owns EATON VANCE (EVMO)?Hedge Fund & Institutional Holders

$50.59+0.01 (+0.02%)NYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.9300098000362505e+183T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$49.90$50.25$50.60$50.95$51.30Aug 25Nov 25Mar 26

EVMO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bensler, LLCNew Position+707K+$35.9M
Berkeley, IncNew Position+314K+$15.9M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+273K+$13.0M
Brookwood Investment Group LLCNew Position+234K+$11.9M
Hennion & Walsh Asset Management, Inc.New Position+191K+$9.7M
Bleakley Financial Group, LLCNew Position+188K+$9.5M
Kraft, Davis & Associates, LLCNew Position+181K+$9.2M
Janney Montgomery Scott LLCNew Position+130K+$6.0M
American National Bank of TexasNew Position+110K+$5.6M
TBH Global Asset Management, LLCNew Position+105K+$5.3M
ENVESTNET ASSET MANAGEMENT INCNew Position+99K+$5.0M
HBW ADVISORY SERVICES LLCNew Position+88K+$4.5M
Eagle Bay Advisors LLCNew Position+66K+$3.3M
Gateway Wealth Partners, LLCNew Position+50K+$2.5M
Investor's Fiduciary Advisor Network, LLCNew Position+48K+$2.4M

EVMO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
UBS Group AGDecreased-12K-$14.7B
Corient Private Wealth LLCClosed Position-75K-$3.8B
Cetera Investment AdvisersDecreased-7K-$2.2B
GOLDMAN SACHS GROUP INCDecreased-35K-$2.0B
Atlas Wealth LLCDecreased-5K-$1.5B
CITADEL ADVISORS LLCClosed Position-25K-$1.3B
Kingsview Wealth Management, LLCDecreased-392-$509.2M
MML INVESTORS SERVICES, LLCDecreased-444-$365.9M
PRINCIPAL SECURITIES, INC.Closed Position-4K-$212.3M
Measured Wealth Private Client Group, LLCDecreased-2K-$158.9M
Rockefeller Capital Management L.P.Closed Position-726-$36.7M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-173-$9.7M
MAI Capital ManagementClosed Position-16-$809K
THOROUGHBRED FINANCIAL SERVICES, LLCDecreased-6K-$626K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY3,805,117$193.0M0.01%Share
2LPL Financial LLC1,935,015$98.0M0.03%Share
3KESTRA PRIVATE WEALTH SERVICES, LLC714,503$36.3M0.45%Share
4Bensler, LLC707,053$35.9M3.59%Share
5MORGAN STANLEY526,821$26.0M0.00%Share
6RAYMOND JAMES FINANCIAL INC335,368$17.0M0.01%Share
7Berkeley, Inc314,208$15.9M5.07%Share
8UBS Group AG278,966$14.2M0.00%Share
9COMMONWEALTH EQUITY SERVICES, LLC272,605$13.0M0.02%Share
10Brookwood Investment Group LLC234,350$11.9M1.43%Share
11MORGAN STANLEY206,856$10.0M0.00%Share
12Hennion & Walsh Asset Management, Inc.191,093$9.7M0.33%Share
13Bleakley Financial Group, LLC187,911$9.5M0.17%Share
14Kraft, Davis & Associates, LLC180,528$9.2M2.06%Share
15Cambridge Investment Research Advisors, Inc.119,945$6.0M0.02%Share
16Janney Montgomery Scott LLC129,599$6.0M0.01%Share
17American National Bank of Texas109,899$5.6M5.35%Share
18U.S. Capital Wealth Advisors, LLC105,083$5.3M0.14%Share
19TBH Global Asset Management, LLC104,983$5.3M0.89%Share
20WELLS FARGO & COMPANY/MN101,722$5.0M0.00%Share
21ENVESTNET ASSET MANAGEMENT INC98,906$5.0M0.00%Share
22MORGAN STANLEY111,692$5.0M0.00%Share
23HBW ADVISORY SERVICES LLC88,412$4.5M0.49%Share
24OSAIC HOLDINGS, INC.98,008$4.0M0.01%Share
25Eagle Bay Advisors LLC65,628$3.3M2.43%Share
26Atria Investments, Inc65,628$3.0M0.03%Share
27Gateway Wealth Partners, LLC50,252$2.5M0.28%Share
28Investor's Fiduciary Advisor Network, LLC47,710$2.4M0.52%Share
29Certified Advisory Corp42,658$2.2M0.20%Share
30NewEdge Advisors, LLC41,186$2.0M0.01%Share
31Elyxium Wealth, LLC30,643$1.6M0.43%Share
32WEALTHSPAN PARTNERS, LLC28,529$1.4M0.53%Share
33Atlas Wealth LLC24,125$1.2M0.37%Share
34RAYMOND JAMES FINANCIAL INC32,968$1.0M0.00%Share
35Cetera Investment Advisers35,652$1.0M0.00%Share
36JPMORGAN CHASE & CO32,802$1.0M0.00%Share
37MORGAN STANLEY35,263$1.0M0.00%Share
38OPTIMA CAPITAL LLC15,941$808K0.35%Share
39Chicago Partners Investment Group LLC14,792$752K0.02%Share
40PRIVATE TRUST CO NA14,263$723K0.06%Share
41FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.11,562$586K0.32%Share
42ProCore Advisors, LLC10,277$521K0.53%Share
43TRUIST FINANCIAL CORP10,011$507K0.00%Share
44MGO ONE SEVEN LLC8,723$442K0.01%Share
45COMERICA BANK1,662$84K0.00%Share
46COMERICA BANK1,579$80K0.00%Share
47Measured Wealth Private Client Group, LLC1,013$51K0.01%Share
48Elyxium Wealth, LLC705$35K0.01%Share
49Activest Wealth Management340$17K0.00%Share
50Kozak & Associates, Inc.305$15K0.00%Share

EVMO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202559$579.6M+28
Q3 202531$390.3B—

As of Q4 2025, 50 institutional investors hold EVMO (EATON VANCE). The largest holder is MORGAN STANLEY with $193.0M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own EVMO?

As of Q4 2025, 50 institutional investors report holding EVMO (EATON VANCE) in their 13F filings.

Who is the largest institutional holder of EVMO?

The largest institutional holder of EVMO is MORGAN STANLEY with $193.0M in shares.

Is institutional ownership of EVMO increasing or decreasing?

This quarter, 15 institutions opened new positions in EVMO and 5 closed their positions.