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Eaton Vance Tax-Advantaged Dividend Income Fund

132 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 13 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
132
Holders Change
+2
Holders Change %
+1.54%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
50
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCIA
51
Prime Capital Investment Advisors
Kansas
$607K -$44.9K -1,929 -7%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$580K +$203K +8,721 +54%
LOPW
53
Live Oak Private Wealth
North Carolina
$572K
DWM
54
Denver Wealth Management
Colorado
$539K -$3.58K -154 -0.7%
SWM
55
Silverlake Wealth Management
Vermont
$507K
Creative Planning
56
Creative Planning
Kansas
$506K +$52.1K +2,239 +11%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$504K +$17.5K +750 +4%
YWM
58
Yukon Wealth Management
Kansas
$495K +$495K +21,265 New
SCA
59
Snowden Capital Advisors
New York
$495K
Invesco
60
Invesco
Georgia
$472K -$191K -8,192 -29%
FLPIM
61
F.L. Putnam Investment Management
Massachusetts
$465K
DC
62
Davenport & Co
Virginia
$458K -$1.86K -80 -0.4%
AAS
63
Avantax Advisory Services
Texas
$449K +$111K +4,757 +33%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$438K
MWM
65
MGB Wealth Management
Texas
$424K +$212K +8,967 +100%
OC
66
Oppenheimer & Co
New York
$423K +$3.84K +165 +0.9%
HT
67
Heritage Trust
Oklahoma
$417K
RIS
68
Richmond Investment Services
Wisconsin
$402K +$1.42K +61 +0.4%
WAAG
69
Wealth Alliance Advisory Group
Kansas
$396K
P
70
&Partners
Tennessee
$371K +$24K +1,036 +7%
IAS
71
Insigneo Advisory Services
Florida
$361K
FT
72
Fiduciary Trust
Massachusetts
$360K
Allspring Global Investments
73
Allspring Global Investments
North Carolina
$342K
KPWS
74
Kestra Private Wealth Services
Texas
$340K +$6.61K +284 +2%
KWM
75
Kingsview Wealth Management
Oregon
$328K +$11.3K +487 +4%