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Eaton Vance Tax-Advantaged Dividend Income Fund

142 hedge funds and large institutions have $337M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 36

2% more capital invested

Capital invested by funds: $331M → $337M (+$6.23M)

0.08% more ownership

Funds ownership: 18.43%18.51% (+0.08%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 144142 (-2)

Holders
142
Holders Change
-2
Holders Change %
-1.39%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
56
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$679K -$1.45K -60 -0.2%
SFS
52
Sowell Financial Services
Arkansas
$655K
CWM
53
Cornerstone Wealth Management
Missouri
$642K +$91.4K +3,785 +17%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$635K +$107K +4,450 +21%
LOPW
55
Live Oak Private Wealth
North Carolina
$601K
RA
56
RFG Advisory
Alabama
$575K -$33.1K -1,369 -5%
PCIA
57
Prime Capital Investment Advisors
Kansas
$574K -$18.3K -756 -3%
Creative Planning
58
Creative Planning
Kansas
$565K -$39.6K -1,639 -7%
AQR Capital Management
59
AQR Capital Management
Connecticut
$550K
DWM
60
Denver Wealth Management
Colorado
$539K -$15.6K -646 -3%
SWM
61
Silverlake Wealth Management
Vermont
$532K
SCA
62
Snowden Capital Advisors
New York
$520K
SAM
63
Shikiar Asset Management
New York
$489K +$483K +20,000 New
IAS
64
Insigneo Advisory Services
Florida
$477K +$96.6K +4,000 +26%
SIAS
65
Summit Investment Advisory Services
Minnesota
$477K -$297K -12,291 -39%
DC
66
Davenport & Co
Virginia
$462K
SF
67
Summit Financial
New Jersey
$458K
Focus Partners Wealth
68
Focus Partners Wealth
Massachusetts
$412K
OC
69
Oppenheimer & Co
New York
$409K -$317K -13,137 -44%
WAAG
70
Wealth Alliance Advisory Group
Kansas
$407K -$9.66K -400 -2%
HT
71
Heritage Trust
Oklahoma
$388K +$23.8K +987 +7%
Calamos Advisors
72
Calamos Advisors
Illinois
$384K +$67.7K +2,805 +22%
FT
73
Fiduciary Trust
Massachusetts
$378K
Invesco
74
Invesco
Georgia
$366K -$129K -5,339 -26%
JWWM
75
Johnson & White Wealth Management
Pennsylvania
$351K -$169 -7 -0%

EVT Hedge Fund Activity: Q3 2025 in Review

142 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q3 2025, worth a combined $337M — up 1.9% from $331M a quarter earlier.

Fund positioning in EVT was balanced in Q3 2025: 13 funds opened new positions, 13 closed out, 56 added to existing stakes and 36 trimmed.

The largest buyer was Stratos Wealth Partners, adding an estimated $2.31M. The largest seller was Cornerstone Advisors, cutting an estimated $2.39M.

  • 142 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q3 2025, down from 144 in Q2 2025.
  • Funds reported $337M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q3 2025 and 13 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q3 2025 was Stratos Wealth Partners, an estimated $2.31M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q3 2025 was Cornerstone Advisors, an estimated $2.39M sold.

Based on aggregated 13F filings for Q3 2025.