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Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

144 hedge funds and large institutions have $331M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

28% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 40

7% more funds holding

Funds holding: 134 → 144 (+10)

5% more capital invested

Capital invested by funds: $315M → $331M (+$15.9M)

0.26% more ownership

Funds ownership: 18.17% → 18.43% (+0.26%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
1.9%
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
51
Reduced
40
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$4.52M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$3.06M
3
Raymond James Financial
Raymond James Financial
Florida
+$2.76M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.86M
5
Ameriprise
Ameriprise
Minnesota
+$755K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$3.88M
2
CA
Cornerstone Advisors
North Carolina
-$2.33M
3
Cohen & Steers
Cohen & Steers
New York
-$2.27M
4
AA
AQR Arbitrage
Connecticut
-$2.27M
5
UBS Group
UBS Group
Switzerland
-$944K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
51
Oppenheimer & Co
New York
$719K +$266K +11,680 +64%
Allspring Global Investments
52
Allspring Global Investments
North Carolina
$711K +$338K +14,843 +101%
Corient Private Wealth
53
Corient Private Wealth
Florida
$671K – – –
PFS
54
Prospera Financial Services
Texas
$646K -$22.4K -987 -4%
SFS
55
Sowell Financial Services
Arkansas
$646K -$75.8K -3,331 -11%
RA
56
RFG Advisory
Alabama
$600K -$186K -8,158 -25%
Creative Planning
57
Creative Planning
Kansas
$596K +$68K +2,992 +14%
LOPW
58
Live Oak Private Wealth
North Carolina
$593K – – –
PCIA
59
Prime Capital Investment Advisors
Kansas
$584K -$41.5K -1,826 -7%
DWM
60
Denver Wealth Management
Colorado
$547K -$11.2K -492 -2%
AQR Capital Management
61
AQR Capital Management
Connecticut
$542K +$512K +22,505 New
CWM
62
Cornerstone Wealth Management
Missouri
$542K +$259K +11,380 +103%
SWM
63
Silverlake Wealth Management
Vermont
$525K – – –
Baird Financial Group
64
Baird Financial Group
Wisconsin
$519K +$61.4K +2,700 +14%
SCA
65
Snowden Capital Advisors
New York
$512K – – –
Invesco
66
Invesco
Georgia
$489K +$796 +35 +0.2%
FLPIM
67
F.L. Putnam Investment Management
Massachusetts
$482K – – –
AAS
68
Avantax Advisory Services
Texas
$480K +$13.8K +608 +3%
DC
69
Davenport & Co
Virginia
$455K -$18.2K -800 -4%
SF
70
Summit Financial
New Jersey
$452K +$426K +18,740 New
KA
71
Kovack Advisors
Florida
$413K +$390K +17,132 New
WAAG
72
Wealth Alliance Advisory Group
Kansas
$411K – – –
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$406K -$183K -8,049 -32%
IAS
74
Insigneo Advisory Services
Florida
$374K – – –
FT
75
Fiduciary Trust
Massachusetts
$373K – – –
1 2
3
4 5

EVT Hedge Fund Activity: Q2 2025 in Review

144 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q2 2025, worth a combined $331M — up 5% from $315M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EVT positions and 6 closed out — a net gain of 10 holders — while 51 added to existing stakes and 40 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $4.52M. The largest seller was Shaker Financial Services, cutting an estimated $3.88M.

  • 144 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $331M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q2 2025, up 5% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q2 2025 and 6 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q2 2025 was 1607 Capital Partners, an estimated $4.52M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q2 2025 was Shaker Financial Services, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2025.