Eaton Vance Cal Muni BondXEVMX

13F holders, Q3 2025 (September 30)
53holders +3
9new positions
6sold out
1famous investor
$9.49avg. 13F price*

At the end of Q3 2025, 53 institutions reported holding Eaton Vance Cal Muni Bond (XEVMX) in their 13F filings, up 3 from Q2 2025. 9 opened new positions and 6 sold out. The largest holders were Saba Capital Management, L.P. ($43.1M), Sit Investment Associates Inc. ($38.8M) and Icon Advisers Inc. ($6.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Eaton Vance Cal Muni Bond
CUSIP
27828A100
Latest filing quarter
Q3 2025

History

Number of 13F holders

0204060 Q1 2024: 51Q1 2024Q2 2024: 50Q2 2024Q3 2024: 53Q3 2024Q4 2024: 54Q4 2024Q1 2025: 48Q1 2025Q2 2025: 50Q2 2025Q3 2025: 53Q3 2025

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions9$4.0M
Exits6$1.2M

All 13F filers, Q2 2025 → Q3 2025: 1,173,082 shares bought and 447,795 shares sold, net +725,287 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 53 holders

Saba Capital Management, L.P. 1.44% No change 4,544,380 $43.1M
Sit Investment Associates Inc. 0.79% Add +5.3% 4,084,175 $38.8M
Icon Advisers Inc. 1.54% Add +37.0% 731,215 $6.9M
Advisors Asset Management, Inc. 0.10% Add +17.8% 593,337 $5.6M
Morgan Stanley 0.00% Add +65.7% 354,954 $3.4M
Guggenheim Capital LLC 0.03% Reduce -12.2% 354,858 $3.4M
Hennion & Walsh Asset Management, Inc. 0.08% Reduce -7.8% 232,392 $2.2M
Almitas Capital LLC 0.45% New 208,466 $2.0M
Wells Fargo & Company 0.00% Reduce -10.1% 201,699 $1.9M
LPL Financial LLC 0.00% Add +11.2% 174,712 $1.7M
Royal Bank of Canada 0.00% Add +468.4% 114,798 $1.1M
Myecfo, LLC 0.44% Reduce -4.6% 101,550 $964K
Absolute Investment Advisers, LLC 0.11% Reduce -12.4% 91,433 $868K
Perennial Investment Advisors, LLC 0.06% No change 78,950 $749K
Raymond James Financial Inc. 0.00% Add +2.2% 70,276 $667K
Beverly Hills Private Wealth, LLC 0.11% New 63,400 $602K
Ameriprise Financial Inc. 0.00% Add +0.7% 61,738 $586K
Campbell Capital Management Inc. 0.22% No change 61,169 $580K
1607 Capital Partners, LLC 0.04% Reduce -15.1% 60,420 $573K
Evoke Wealth, LLC 0.01% No change 59,160 $561K
Baird Financial Group, Inc. 0.00% Add +0.5% 55,364 $525K
Envestnet Asset Management Inc. 0.00% Add +4.5% 54,763 $520K
Citadel Advisors 0.00% New 49,718 $472K
City of London Investment Management Co. Ltd. 0.03% Reduce -67.0% 45,690 $434K
Debussy Capital Management LP 0.06% Add +0.1% 44,672 $424K
Melfa Wealth Management, Inc. 0.24% No change 42,446 $403K
Peregrine Asset Advisers, Inc. 0.12% New 42,166 $400K
Quarry LP 0.08% Reduce -17.0% 33,757 $320K
Stifel Financial Corp. 0.00% Add +2.9% 31,905 $303K
Bank of America Corp. 0.00% Reduce -7.3% 28,602 $271K
Sanctuary Advisors, LLC 0.00% Add +0.7% 26,700 $253K
Karpus Management, Inc. 0.01% New 20,710 $197K
Vanguard Capital Wealth Advisors 0.15% No change 20,000 $190K
HighTower Advisors, LLC 0.00% No change 18,951 $180K
North Ground Capital 0.10% New 17,623 $167K
Wealth Enhancement Advisory Services, LLC 0.00% No change 15,152 $145K
Wedbush Securities Inc. 0.00% Add +24.7% 15,125 $144K
Virtu Financial LLC 0.01% New 13,783 $131K
Bridgewealth Advisory Group, LLC 0.03% Add +1.2% 13,306 $126K
Dymon Asia Capital (singapore) Pte. LTD. 0.04% No change 11,755 $112K
MKT Advisors LLC 0.04% Reduce -4.3% 11,105 $107K
UBS Group AG 0.00% Reduce -88.1% 11,197 $106K
Susquehanna International Group, LLP 0.00% Reduce -16.0% 11,174 $106K
Madrona Financial Services, LLC 0.02% Add +1.4% 10,894 $103K
Alethea Capital Management, LLC 0.07% No change 10,658 $101K
Wealthspire Advisors, LLC 0.00% No change 10,333 $98K
One Capital Management, LLC 0.00% No change 10,318 $98K
Advisory Services Network, LLC 0.00% New 3,884 $37K
Hollencrest Capital Management 0.00% No change 2,770 $26K
Steward Partners Investment Advisory, LLC 0.00% No change 2,301 $22K
Rothschild Investment LLC 0.00% Add +1.4% 1,537 $15K
Highline Wealth Partners LLC 0.00% New 700 $7K
Parallel Advisors, LLC 0.00% No change 360 $3K

"% of holder's portfolio" is XEVMX's weight in each manager's 13F, not the share of Eaton Vance Cal Muni Bond the manager owns.