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Eaton Vance Tax-Advantaged Dividend Income Fund

145 hedge funds and large institutions have $338M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 38

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.16% less ownership

Funds ownership: 18.6%18.44% (-0.16%)

3% less capital invested

Capital invested by funds: $349M → $338M (-$11.5M)

2% less funds holding

Funds holding: 148145 (-3)

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
55
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Spire Wealth Management
Virginia
$2.99M +$163K +6,371 +6%
FAM
27
Formidable Asset Management
Ohio
$2.86M -$480K -18,785 -14%
LFIA
28
Legacy Financial Independent Advisors
Kentucky
$2.23M +$2.32M +90,783 New
MAG
29
MRA Advisory Group
New Jersey
$2.15M +$25.9K +1,013 +1%
SA
30
Sanctuary Advisors
Indiana
$2.1M +$11.1K +435 +0.5%
AWM
31
Accel Wealth Management
Iowa
$2.03M -$16.6K -649 -0.8%
PFO
32
PMG Family Office
Texas
$2M +$114K +4,450 +6%
1W
33
1776 Wealth
Georgia
$1.87M
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.86M +$18.9K +738 +1%
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$1.72M +$726K +28,434 +68%
SFS
36
Shaker Financial Services
Virginia
$1.53M -$2.78M -108,982 -64%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.42M +$60.6K +2,371 +4%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$1.38M +$934K +36,543 +185%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.28M +$45.4K +1,776 +4%
Two Sigma Investments
40
Two Sigma Investments
New York
$1.24M -$1.51M -59,253 -54%
Stifel Financial
41
Stifel Financial
Missouri
$1.2M -$76.3K -2,985 -6%
MWM
42
Meridian Wealth Management
Kentucky
$1.11M +$6.82K +267 +0.6%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.09M -$76.5K -2,993 -6%
Mariner
44
Mariner
Kansas
$979K -$119K -4,669 -10%
FFA
45
Founders Financial Alliance
North Carolina
$946K +$58.8K +2,301 +6%
SIC
46
Samalin Investment Counsel
New York
$901K +$938K +36,697 New
HCM
47
Hollencrest Capital Management
California
$870K -$48.7K -1,905 -5%
PFS
48
Prospera Financial Services
Texas
$838K +$59.4K +2,325 +7%
RIS
49
Richmond Investment Services
Wisconsin
$756K -$68.3K -2,675 -8%
Creative Planning
50
Creative Planning
Kansas
$664K +$13.8K +540 +2%