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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund

127 hedge funds and large institutions have $328M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

14% more funds holding

Funds holding: 111127 (+16)

8% more capital invested

Capital invested by funds: $305M → $328M (+$23.4M)

0.29% less ownership

Funds ownership: 18.91%18.62% (-0.29%)

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

Holders
127
Holders Change
+16
Holders Change %
+14.41%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
32
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Shikiar Asset Management
New York
$243K
UAG
77
United Advisor Group
Ohio
$233K +$680 +31 +0.3%
AFP
78
Ausdal Financial Partners
Iowa
$232K -$12.5K -571 -5%
MAS
79
Meeder Advisory Services
Ohio
$230K
CW
80
CreativeOne Wealth
Kansas
$228K -$13.8K -628 -6%
SW
81
Simplicity Wealth
New Jersey
$220K +$209K +9,523 New
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$215K -$55.1K -2,510 -21%
JWCA
83
J.W. Cole Advisors
Florida
$213K -$10.7K -487 -5%
CIA
84
Capital Investment Advisors
Georgia
$211K +$200K +9,124 New
Cerity Partners
85
Cerity Partners
New York
$210K +$200K +9,103 New
NAMM
86
NorthStar Asset Management (Massachusetts)
Massachusetts
$208K +$198K +9,000 New
SFS
87
Sowell Financial Services
Arkansas
$207K +$196K +8,950 New
SAM
88
Smith Asset Management
Florida
$206K +$196K +8,928 New
Creative Planning
89
Creative Planning
Kansas
$206K +$196K +8,926 New
IA
90
IFG Advisory
Georgia
$200K +$190K +8,661 New
NA
91
NewEdge Advisors
Louisiana
$121K +$18.7K +850 +19%
OP
92
ORG Partners
Indiana
$71.1K
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$60.4K -$17.1K -780 -23%
AF
94
Allworth Financial
California
$59.6K -$50.5K -2,300 -47%
CWIG
95
Chung Wu Investment Group
Texas
$53.1K
FFA
96
Farther Finance Advisors
California
$48.5K +$21.9K +1,000 +91%
BSB
97
Bangor Savings Bank
Maine
$46.2K
MCM
98
MAI Capital Management
Ohio
$40.4K
AIM
99
Anchor Investment Management
South Carolina
$38.9K
HI
100
Harbour Investments
Wisconsin
$37.9K +$30.5K +1,391 +556%

ETG Hedge Fund Activity: Q4 2025 in Review

127 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q4 2025, worth a combined $328M — up 7.7% from $305M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ETG positions and 10 closed out — a net gain of 16 holders — while 32 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $2.42M. The largest seller was Cornerstone Advisors, cutting an estimated $7.36M.

  • 127 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q4 2025, up from 111 in Q3 2025.
  • Funds reported $328M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q4 2025, up 7.7% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q4 2025 and 10 closed out, a net change of +16 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q4 2025 was Raymond James Financial, an estimated $2.42M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q4 2025 was Cornerstone Advisors, an estimated $7.36M sold.

Based on aggregated 13F filings for Q4 2025.