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Eaton Vance Tax-Advantaged Dividend Income Fund
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Overview Fund Activity

141 hedge funds and large institutions have $329M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+9
Holders Change %
+6.82%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
50
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$4.79M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$3.24M
3
Raymond James Financial
Raymond James Financial
Florida
+$2.93M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.97M
5
Ameriprise
Ameriprise
Minnesota
+$800K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
-$4.11M
2
CA
Cornerstone Advisors
North Carolina
-$2.47M
3
Cohen & Steers
Cohen & Steers
New York
-$2.41M
4
AA
AQR Arbitrage
Connecticut
-$2.4M
5
UBS Group
UBS Group
Switzerland
-$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$671K – – –
PFS
52
Prospera Financial Services
Texas
$646K -$23.8K -987 -4%
SFS
53
Sowell Financial Services
Arkansas
$646K -$80.3K -3,331 -11%
RA
54
RFG Advisory
Alabama
$600K -$197K -8,158 -25%
Creative Planning
55
Creative Planning
Kansas
$596K +$72.1K +2,992 +14%
LOPW
56
Live Oak Private Wealth
North Carolina
$593K – – –
PCIA
57
Prime Capital Investment Advisors
Kansas
$584K -$44K -1,826 -7%
DWM
58
Denver Wealth Management
Colorado
$547K -$11.9K -492 -2%
AQR Capital Management
59
AQR Capital Management
Connecticut
$542K +$542K +22,505 New
CWM
60
Cornerstone Wealth Management
Missouri
$542K +$274K +11,380 +103%
SWM
61
Silverlake Wealth Management
Vermont
$525K – – –
Baird Financial Group
62
Baird Financial Group
Wisconsin
$519K +$65.1K +2,700 +14%
SCA
63
Snowden Capital Advisors
New York
$512K – – –
Invesco
64
Invesco
Georgia
$489K +$843 +35 +0.2%
FLPIM
65
F.L. Putnam Investment Management
Massachusetts
$482K – – –
AAS
66
Avantax Advisory Services
Texas
$480K +$14.7K +608 +3%
DC
67
Davenport & Co
Virginia
$455K -$19.3K -800 -4%
SF
68
Summit Financial
New Jersey
$452K +$452K +18,740 New
KA
69
Kovack Advisors
Florida
$413K +$413K +17,132 New
WAAG
70
Wealth Alliance Advisory Group
Kansas
$411K – – –
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$406K -$194K -8,049 -32%
IAS
72
Insigneo Advisory Services
Florida
$374K – – –
FT
73
Fiduciary Trust
Massachusetts
$373K – – –
HT
74
Heritage Trust
Oklahoma
$359K -$72.6K -3,012 -17%
JWWM
75
Johnson & White Wealth Management
Pennsylvania
$346K +$112K +4,632 +48%
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