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Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

145 hedge funds and large institutions have $338M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 38

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.16% less ownership

Funds ownership: 18.6% → 18.44% (-0.16%)

3% less capital invested

Capital invested by funds: $349M → $338M (-$11.5M)

2% less funds holding

Funds holding: 148 → 145 (-3)

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
55
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$1.45M
2
UBS Group
UBS Group
Switzerland
+$1.38M
3
1CP
1607 Capital Partners
Virginia
+$1.31M
4
SIC
Samalin Investment Counsel
New York
+$938K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$934K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
-$2.78M
2
Ameriprise
Ameriprise
Minnesota
-$2.69M
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$2.23M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.51M
5
WAM
Wolverine Asset Management
Illinois
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$24.9M +$281K +11,014 +1%
Morgan Stanley
2
Morgan Stanley
New York
$23.9M +$674K +26,391 +3%
UBS Group
3
UBS Group
Switzerland
$21.9M +$1.38M +54,073 +6%
Bank of America
4
Bank of America
North Carolina
$21.7M -$829K -32,433 -4%
1CP
5
1607 Capital Partners
Virginia
$20.7M +$1.31M +51,462 +7%
MGAM
6
McGowan Group Asset Management
Texas
$19.3M +$30.8K +1,206 +0.2%
JIC
7
Joel Isaacson & Co
New York
$18M -$340K -13,301 -2%
Wells Fargo
8
Wells Fargo
California
$17.9M +$303K +11,845 +2%
LPL Financial
9
LPL Financial
California
$12.8M +$439K +17,175 +3%
SWP
10
Stratos Wealth Partners
Ohio
$11.3M +$322K +12,607 +3%
KIM
11
Karpus Investment Management
New York
$10.2M -$355K -13,901 -3%
GC
12
Guggenheim Capital
Illinois
$9.73M +$455K +17,791 +5%
KCPT
13
Kingstone Capital Partners Texas
Texas
$8.39M +$830K +32,499 +11%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.32M +$749K +29,310 +11%
AAM
15
Advisors Asset Management
Colorado
$6.59M +$71.8K +2,810 +1%
Ameriprise
16
Ameriprise
Minnesota
$6.26M -$2.69M -105,150 -29%
PAG
17
Private Advisor Group
New Jersey
$5.25M +$194K +7,604 +4%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$4.75M -$322K -12,590 -6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.65M -$870K -34,039 -15%
First Trust Advisors
20
First Trust Advisors
Illinois
$3.76M +$186K +7,280 +5%
SPIA
21
Steward Partners Investment Advisory
New York
$3.73M +$1.45M +56,749 +60%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$3.7M +$6.41K +251 +0.2%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$3.58M -$1.21M -47,289 -24%
P
24
&Partners
Tennessee
$3.48M +$155K +6,079 +5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.13M +$203K +7,936 +7%
1
2 3 4 5

EVT Hedge Fund Activity: Q1 2026 in Review

145 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q1 2026, worth a combined $338M — down 3.3% from $349M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EVT positions and 14 closed out — a net gain of 3 holders — while 55 added to existing stakes and 38 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $1.45M. The largest seller was Shaker Financial Services, cutting an estimated $2.78M.

  • 145 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q1 2026, down from 148 in Q4 2025.
  • Funds reported $338M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q1 2026, down 3.3% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q1 2026 and 14 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q1 2026 was Steward Partners Investment Advisory, an estimated $1.45M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q1 2026 was Shaker Financial Services, an estimated $2.78M sold.

Based on aggregated 13F filings for Q1 2026.