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Eaton Vance Tax-Advantaged Dividend Income Fund
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Overview Fund Activity

132 hedge funds and large institutions have $315M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+2
Holders Change %
+1.54%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
50
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
1
Polar Asset Management Partners
Ontario, Canada
$2.51M
2
SFS
2
Shaker Financial Services
Virginia
$6.72M
3
WAM
3
Wolverine Asset Management
Illinois
$1.48M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.8M
5
Wells Fargo
5
Wells Fargo
California
$15.9M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$6.68M
2
PCM
2
Penserra Capital Management
California
$0
3
Cohen & Steers
3
Cohen & Steers
New York
$5.06M
4
AA
4
AQR Arbitrage
Connecticut
$4.36M
5
UBS Group
5
UBS Group
Switzerland
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
26
Formidable Asset Management
Ohio
$3.46M -$120K -5,172 -3%
First Trust Advisors
27
First Trust Advisors
Illinois
$2.82M +$97.2K +4,177 +4%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.79M +$351K +15,072 +14%
AWM
29
Accel Wealth Management
Iowa
$2.56M -$134K -5,747 -5%
SWM
30
Spire Wealth Management
Virginia
$2.51M +$630K +27,069 +33%
PAMP
31
Polar Asset Management Partners
Ontario, Canada
$2.51M +$2.51M +107,667 New
SPIA
32
Steward Partners Investment Advisory
New York
$2.36M +$176K +7,579 +8%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.07M -$110K -4,730 -5%
MAG
34
MRA Advisory Group
New Jersey
$1.92M +$39.6K +1,703 +2%
1W
35
1776 Wealth
Georgia
$1.7M – – –
WAM
36
Wolverine Asset Management
Illinois
$1.48M +$1.48M +63,725 New
PIWA
37
Prevail Innovative Wealth Advisors
Kansas
$1.37M +$222K +9,561 +19%
Stifel Financial
38
Stifel Financial
Missouri
$1.25M +$83.4K +3,583 +7%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.15M +$13.8K +592 +1%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.1M +$61.5K +2,645 +6%
MML Investors Services
41
MML Investors Services
Massachusetts
$1.03M +$3.49K +150 +0.3%
HCM
42
Hollencrest Capital Management
California
$881K – – –
Mariner
43
Mariner
Kansas
$870K +$66.3K +2,850 +8%
SIAS
44
Summit Investment Advisory Services
Minnesota
$851K +$3.21K +138 +0.4%
FFA
45
Founders Financial Alliance
North Carolina
$806K +$79.3K +3,407 +11%
MWM
46
Meridian Wealth Management
Kentucky
$786K +$125K +5,373 +19%
RA
47
RFG Advisory
Alabama
$769K -$90.5K -3,889 -11%
SFS
48
Sowell Financial Services
Arkansas
$701K -$83.5K -3,588 -11%
Corient Private Wealth
49
Corient Private Wealth
Florida
$648K -$62.8K -2,697 -9%
PFS
50
Prospera Financial Services
Texas
$647K +$305K +13,092 +89%
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