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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
PCIA
51
Prime Capital Investment Advisors
Kansas
$607K -$46.2K -1,929 -7%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$580K +$209K +8,721 +54%
LOPW
53
Live Oak Private Wealth
North Carolina
$572K
SA
54
Sanctuary Advisors
Indiana
$541K -$97.1K -4,057 -15%
DWM
55
Denver Wealth Management
Colorado
$539K -$3.69K -154 -0.7%
SWM
56
Silverlake Wealth Management
Vermont
$507K
Creative Planning
57
Creative Planning
Kansas
$506K +$53.6K +2,239 +11%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$504K +$17.9K +750 +4%
YWM
59
Yukon Wealth Management
Kansas
$495K +$509K +21,265 New
SCA
60
Snowden Capital Advisors
New York
$495K
Invesco
61
Invesco
Georgia
$472K -$196K -8,192 -29%
FLPIM
62
F.L. Putnam Investment Management
Massachusetts
$465K
DC
63
Davenport & Co
Virginia
$458K -$1.91K -80 -0.4%
AAS
64
Avantax Advisory Services
Texas
$449K +$114K +4,757 +33%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$438K
MWM
66
MGB Wealth Management
Texas
$424K +$215K +8,967 +100%
OC
67
Oppenheimer & Co
New York
$423K +$3.95K +165 +0.9%
HT
68
Heritage Trust
Oklahoma
$417K
RIS
69
Richmond Investment Services
Wisconsin
$402K +$1.46K +61 +0.4%
WAAG
70
Wealth Alliance Advisory Group
Kansas
$396K
P
71
&Partners
Tennessee
$371K +$24.8K +1,036 +7%
IAS
72
Insigneo Advisory Services
Florida
$361K
FT
73
Fiduciary Trust
Massachusetts
$360K
Allspring Global Investments
74
Allspring Global Investments
North Carolina
$342K
KPWS
75
Kestra Private Wealth Services
Texas
$340K +$6.79K +284 +2%