We are live on ! Find out more
EVT icon

Eaton Vance Tax-Advantaged Dividend Income Fund

142 hedge funds and large institutions have $337M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 36

2% more capital invested

Capital invested by funds: $331M → $337M (+$6.23M)

0.08% more ownership

Funds ownership: 18.43%18.51% (+0.08%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 144142 (-2)

Holders
142
Holders Change
-2
Holders Change %
-1.39%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
56
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Spire Wealth Management
Virginia
$2.98M +$207K +8,575 +8%
Two Sigma Investments
27
Two Sigma Investments
New York
$2.68M +$674K +27,886 +34%
AWM
28
Accel Wealth Management
Iowa
$2.35M -$307K -12,722 -12%
SPIA
29
Steward Partners Investment Advisory
New York
$2.31M +$30.4K +1,257 +1%
SA
30
Sanctuary Advisors
Indiana
$2.14M +$900K +37,253 +74%
CA
31
Cornerstone Advisors
North Carolina
$2.1M -$2.39M -98,973 -54%
MAG
32
MRA Advisory Group
New Jersey
$2.07M -$18.8K -779 -0.9%
PIWA
33
Prevail Innovative Wealth Advisors
Kansas
$2.01M +$366K +15,138 +23%
SFS
34
Shaker Financial Services
Virginia
$1.99M -$878K -36,370 -31%
PFO
35
PMG Family Office
Texas
$1.9M +$1.88M +77,890 New
1W
36
1776 Wealth
Georgia
$1.85M +$73.5K +3,042 +4%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.73M +$1.04K +43 +0.1%
P
38
&Partners
Tennessee
$1.48M +$490K +20,293 +48%
Stifel Financial
39
Stifel Financial
Missouri
$1.33M -$32.3K -1,336 -2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.29M +$109K +4,500 +9%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.27M +$46.4K +1,923 +4%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.17M -$1.93K -80 -0.2%
Cohen & Steers
43
Cohen & Steers
New York
$1.11M -$1.74M -72,000 -61%
Mariner
44
Mariner
Kansas
$1.01M +$93.2K +3,859 +10%
MWM
45
Meridian Wealth Management
Kentucky
$1.01M +$70.8K +2,930 +8%
HCM
46
Hollencrest Capital Management
California
$926K
FFA
47
Founders Financial Alliance
North Carolina
$872K +$13.5K +559 +2%
RIS
48
Richmond Investment Services
Wisconsin
$851K +$3.04K +126 +0.4%
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$758K +$35.8K +1,483 +5%
PFS
50
Prospera Financial Services
Texas
$752K +$95.5K +3,954 +15%

EVT Hedge Fund Activity: Q3 2025 in Review

142 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q3 2025, worth a combined $337M — up 1.9% from $331M a quarter earlier.

Fund positioning in EVT was balanced in Q3 2025: 13 funds opened new positions, 13 closed out, 56 added to existing stakes and 36 trimmed.

The largest buyer was Stratos Wealth Partners, adding an estimated $2.31M. The largest seller was Cornerstone Advisors, cutting an estimated $2.39M.

  • 142 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q3 2025, down from 144 in Q2 2025.
  • Funds reported $337M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q3 2025 and 13 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q3 2025 was Stratos Wealth Partners, an estimated $2.31M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q3 2025 was Cornerstone Advisors, an estimated $2.39M sold.

Based on aggregated 13F filings for Q3 2025.