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Eaton Vance Tax-Advantaged Dividend Income Fund

134 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 14 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

3% more funds holding

Funds holding: 130134 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.23% less ownership

Funds ownership: 18.41%18.17% (-0.23%)

4% less capital invested

Capital invested by funds: $330M → $315M (-$14.9M)

Holders
134
Holders Change
+4
Holders Change %
+3.08%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
50
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
26
Formidable Asset Management
Ohio
$3.46M -$124K -5,172 -3%
First Trust Advisors
27
First Trust Advisors
Illinois
$2.82M +$99.9K +4,177 +4%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.79M +$361K +15,072 +14%
AWM
29
Accel Wealth Management
Iowa
$2.56M -$138K -5,747 -5%
SWM
30
Spire Wealth Management
Virginia
$2.51M +$648K +27,069 +33%
PAMP
31
Polar Asset Management Partners
Ontario, Canada
$2.51M +$2.58M +107,667 New
SPIA
32
Steward Partners Investment Advisory
New York
$2.36M +$181K +7,579 +8%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.07M -$113K -4,730 -5%
MAG
34
MRA Advisory Group
New Jersey
$1.92M +$40.7K +1,703 +2%
1W
35
1776 Wealth
Georgia
$1.7M
WAM
36
Wolverine Asset Management
Illinois
$1.48M +$1.52M +63,725 New
PIWA
37
Prevail Innovative Wealth Advisors
Kansas
$1.37M +$229K +9,561 +19%
Stifel Financial
38
Stifel Financial
Missouri
$1.25M +$85.7K +3,583 +7%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.15M +$14.2K +592 +1%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.1M +$63.3K +2,645 +6%
MML Investors Services
41
MML Investors Services
Massachusetts
$1.03M +$3.59K +150 +0.3%
HCM
42
Hollencrest Capital Management
California
$881K
Mariner
43
Mariner
Kansas
$870K +$68.2K +2,850 +8%
SIAS
44
Summit Investment Advisory Services
Minnesota
$851K +$3.3K +138 +0.4%
FFA
45
Founders Financial Alliance
North Carolina
$806K +$81.5K +3,407 +11%
MWM
46
Meridian Wealth Management
Kentucky
$786K +$129K +5,373 +19%
RA
47
RFG Advisory
Alabama
$769K -$93K -3,889 -11%
SFS
48
Sowell Financial Services
Arkansas
$701K -$85.8K -3,588 -11%
Corient Private Wealth
49
Corient Private Wealth
Florida
$648K -$64.5K -2,697 -9%
PFS
50
Prospera Financial Services
Texas
$647K +$313K +13,092 +89%