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Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

144 hedge funds and large institutions have $331M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

28% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 40

7% more funds holding

Funds holding: 134 → 144 (+10)

5% more capital invested

Capital invested by funds: $315M → $331M (+$15.9M)

0.26% more ownership

Funds ownership: 18.17% → 18.43% (+0.26%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
51
Reduced
40
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$4.52M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$3.06M
3
Raymond James Financial
Raymond James Financial
Florida
+$2.76M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.86M
5
Ameriprise
Ameriprise
Minnesota
+$755K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$3.88M
2
CA
Cornerstone Advisors
North Carolina
-$2.33M
3
Cohen & Steers
Cohen & Steers
New York
-$2.27M
4
AA
AQR Arbitrage
Connecticut
-$2.27M
5
UBS Group
UBS Group
Switzerland
-$944K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.99M +$89.6K +3,939 +3%
SFS
27
Shaker Financial Services
Virginia
$2.84M -$3.88M -170,653 -59%
Cohen & Steers
28
Cohen & Steers
New York
$2.83M -$2.27M -99,920 -46%
SWM
29
Spire Wealth Management
Virginia
$2.73M +$118K +5,173 +5%
AWM
30
Accel Wealth Management
Iowa
$2.62M -$31.9K -1,402 -1%
SPIA
31
Steward Partners Investment Advisory
New York
$2.24M -$190K -8,344 -8%
AA
32
AQR Arbitrage
Connecticut
$2.16M -$2.27M -99,785 -53%
MAG
33
MRA Advisory Group
New Jersey
$2.06M +$66.2K +2,912 +4%
Two Sigma Investments
34
Two Sigma Investments
New York
$1.97M +$1.86M +81,682 New
1W
35
1776 Wealth
Georgia
$1.75M -$13.7K -601 -0.8%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.7M -$418K -18,361 -21%
WAM
37
Wolverine Asset Management
Illinois
$1.66M +$121K +5,332 +8%
PIWA
38
Prevail Innovative Wealth Advisors
Kansas
$1.61M +$183K +8,066 +14%
Stifel Financial
39
Stifel Financial
Missouri
$1.34M +$48.4K +2,126 +4%
SA
40
Sanctuary Advisors
Indiana
$1.21M +$616K +27,087 +117%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.2M +$6.89K +303 +0.6%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.17M +$21.3K +935 +2%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.15M +$83.1K +3,652 +8%
P
44
&Partners
Tennessee
$1.02M +$600K +26,395 +165%
MWM
45
Meridian Wealth Management
Kentucky
$927K +$107K +4,691 +14%
HCM
46
Hollencrest Capital Management
California
$912K – – –
Mariner
47
Mariner
Kansas
$907K +$5.66K +249 +0.7%
FFA
48
Founders Financial Alliance
North Carolina
$846K +$10.8K +474 +1%
RIS
49
Richmond Investment Services
Wisconsin
$836K +$396K +17,407 +101%
SIAS
50
Summit Investment Advisory Services
Minnesota
$766K -$109K -4,774 -13%
1
2
3 4 5

EVT Hedge Fund Activity: Q2 2025 in Review

144 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q2 2025, worth a combined $331M — up 5% from $315M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EVT positions and 6 closed out — a net gain of 10 holders — while 51 added to existing stakes and 40 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $4.52M. The largest seller was Shaker Financial Services, cutting an estimated $3.88M.

  • 144 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $331M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q2 2025, up 5% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q2 2025 and 6 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q2 2025 was 1607 Capital Partners, an estimated $4.52M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q2 2025 was Shaker Financial Services, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2025.