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Eaton Vance Tax-Advantaged Dividend Income Fund

148 hedge funds and large institutions have $349M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 36

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

4% more funds holding

Funds holding: 142148 (+6)

4% more capital invested

Capital invested by funds: $337M → $349M (+$12M)

0.09% more ownership

Funds ownership: 18.51%18.6% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
55
Reduced
36
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.01M -$2.06M -84,214 -41%
SWM
27
Spire Wealth Management
Virginia
$2.9M -$160K -6,538 -5%
Two Sigma Investments
28
Two Sigma Investments
New York
$2.76M
SPIA
29
Steward Partners Investment Advisory
New York
$2.4M +$24.1K +988 +1%
PIWA
30
Prevail Innovative Wealth Advisors
Kansas
$2.23M +$161K +6,610 +8%
MAG
31
MRA Advisory Group
New Jersey
$2.18M +$43.9K +1,798 +2%
SA
32
Sanctuary Advisors
Indiana
$2.14M -$63.1K -2,583 -3%
AWM
33
Accel Wealth Management
Iowa
$2.1M -$309K -12,639 -13%
PFO
34
PMG Family Office
Texas
$1.94M -$21.5K -879 -1%
1W
35
1776 Wealth
Georgia
$1.92M +$15.5K +636 +0.8%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.89M +$106K +4,341 +6%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.39M +$84.2K +3,449 +7%
Corient Private Wealth
38
Corient Private Wealth
Florida
$1.35M +$632K +25,899 +93%
WAM
39
Wolverine Asset Management
Illinois
$1.31M +$1.12M +45,912 +729%
Stifel Financial
40
Stifel Financial
Missouri
$1.3M -$65.4K -2,679 -5%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.27M -$60.8K -2,489 -5%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.2M -$8.08K -331 -0.7%
MWM
43
Meridian Wealth Management
Kentucky
$1.13M +$82.7K +3,386 +8%
Mariner
44
Mariner
Kansas
$1.12M +$75.2K +3,081 +7%
Allspring Global Investments
45
Allspring Global Investments
North Carolina
$1.05M +$257K +10,547 +34%
HCM
46
Hollencrest Capital Management
California
$941K -$12.2K -500 -1%
FFA
47
Founders Financial Alliance
North Carolina
$913K +$14K +575 +2%
RIS
48
Richmond Investment Services
Wisconsin
$842K -$33K -1,353 -4%
PFS
49
Prospera Financial Services
Texas
$801K +$25.7K +1,053 +3%
LSC
50
Logan Stone Capital
Illinois
$736K +$713K +29,218 New

EVT Hedge Fund Activity: Q4 2025 in Review

148 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q4 2025, worth a combined $349M — up 3.6% from $337M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new EVT positions and 16 closed out — a net gain of 6 holders — while 55 added to existing stakes and 36 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $2.83M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $6.04M sold.

  • 148 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q4 2025, up from 142 in Q3 2025.
  • Funds reported $349M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q4 2025, up 3.6% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q4 2025 and 16 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q4 2025 was Raymond James Financial, an estimated $2.83M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q4 2025 was Polar Asset Management Partners, an estimated $6.04M sold.

Based on aggregated 13F filings for Q4 2025.