We are live on ! Find out more
EVT icon

Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

148 hedge funds and large institutions have $349M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 36

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

4% more funds holding

Funds holding: 142 → 148 (+6)

4% more capital invested

Capital invested by funds: $337M → $349M (+$12M)

0.09% more ownership

Funds ownership: 18.51% → 18.6% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
55
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$2.83M
2
JIC
Joel Isaacson & Co
New York
+$2.82M
3
SFS
Shaker Financial Services
Virginia
+$2.19M
4
P
&Partners
Tennessee
+$1.74M
5
WAM
Wolverine Asset Management
Illinois
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
PAMP
Polar Asset Management Partners
Ontario, Canada
-$6.04M
2
KIM
Karpus Investment Management
New York
-$4.46M
3
CA
Cornerstone Advisors
North Carolina
-$2.1M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.06M
5
Cohen & Steers
Cohen & Steers
New York
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
51
Sowell Financial Services
Arkansas
$675K – – –
Creative Planning
52
Creative Planning
Kansas
$667K +$83K +3,402 +15%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$657K +$2.44K +100 +0.4%
CWM
54
Cornerstone Wealth Management
Missouri
$624K -$35.9K -1,472 -6%
LOPW
55
Live Oak Private Wealth
North Carolina
$619K – – –
SCA
56
Snowden Capital Advisors
New York
$587K +$49.7K +2,036 +10%
AQR Capital Management
57
AQR Capital Management
Connecticut
$567K – – –
DWM
58
Denver Wealth Management
Colorado
$552K -$2.71K -111 -0.5%
SWM
59
Silverlake Wealth Management
Vermont
$548K – – –
PCIA
60
Prime Capital Investment Advisors
Kansas
$547K -$43.4K -1,779 -8%
Calamos Advisors
61
Calamos Advisors
Illinois
$523K +$123K +5,049 +32%
SAM
62
Shikiar Asset Management
New York
$504K – – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$497K +$170K +6,984 +55%
IAS
64
Insigneo Advisory Services
Florida
$491K – – –
SIAS
65
Summit Investment Advisory Services
Minnesota
$490K -$1K -41 -0.2%
JWM
66
JGP Wealth Management
Oregon
$477K +$462K +18,938 New
DC
67
Davenport & Co
Virginia
$476K – – –
Focus Partners Wealth
68
Focus Partners Wealth
Massachusetts
$474K +$48.2K +1,973 +12%
KA
69
Kovack Advisors
Florida
$431K +$418K +17,135 New
SF
70
Summit Financial
New Jersey
$429K -$41.6K -1,706 -9%
AC
71
AlphaCore Capital
California
$425K +$80.2K +3,284 +24%
RA
72
RFG Advisory
Alabama
$422K -$166K -6,785 -29%
WAAG
73
Wealth Alliance Advisory Group
Kansas
$419K – – –
NA
74
NewEdge Advisors
Louisiana
$404K +$41.8K +1,714 +12%
CC
75
Commons Capital
Massachusetts
$404K +$43.9K +1,799 +13%
1 2
3
4 5

EVT Hedge Fund Activity: Q4 2025 in Review

148 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q4 2025, worth a combined $349M — up 3.6% from $337M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new EVT positions and 16 closed out — a net gain of 6 holders — while 55 added to existing stakes and 36 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $2.83M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $6.04M sold.

  • 148 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q4 2025, up from 142 in Q3 2025.
  • Funds reported $349M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q4 2025, up 3.6% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q4 2025 and 16 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q4 2025 was Raymond James Financial, an estimated $2.83M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q4 2025 was Polar Asset Management Partners, an estimated $6.04M sold.

Based on aggregated 13F filings for Q4 2025.