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Eaton Vance Tax-Advantaged Dividend Income Fund

145 hedge funds and large institutions have $338M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 38

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.16% less ownership

Funds ownership: 18.6%18.44% (-0.16%)

3% less capital invested

Capital invested by funds: $349M → $338M (-$11.5M)

2% less funds holding

Funds holding: 148145 (-3)

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
55
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Sowell Financial Services
Arkansas
$658K
Baird Financial Group
52
Baird Financial Group
Wisconsin
$633K -$7.64K -299 -1%
CWM
53
Cornerstone Wealth Management
Missouri
$626K +$18.7K +732 +3%
Corient Private Wealth
54
Corient Private Wealth
Florida
$623K -$678K -26,528 -49%
LOPW
55
Live Oak Private Wealth
North Carolina
$604K
DWM
56
Denver Wealth Management
Colorado
$590K +$53.5K +2,096 +10%
NA
57
NewEdge Advisors
Louisiana
$558K +$171K +6,683 +42%
CC
58
Commons Capital
Massachusetts
$554K +$167K +6,534 +41%
AQR Capital Management
59
AQR Capital Management
Connecticut
$552K
SWM
60
Silverlake Wealth Management
Vermont
$534K
SCA
61
Snowden Capital Advisors
New York
$532K -$42.2K -1,650 -7%
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$502K +$41.4K +1,619 +9%
SAM
63
Shikiar Asset Management
New York
$491K
SIAS
64
Summit Investment Advisory Services
Minnesota
$481K +$3.42K +134 +0.7%
IAS
65
Insigneo Advisory Services
Florida
$479K
PCIA
66
Prime Capital Investment Advisors
Kansas
$479K -$56.8K -2,223 -10%
JWM
67
JGP Wealth Management
Oregon
$465K
DC
68
Davenport & Co
Virginia
$457K -$7.66K -300 -2%
KA
69
Kovack Advisors
Florida
$425K
AC
70
AlphaCore Capital
California
$416K +$1.56K +61 +0.4%
SF
71
Summit Financial
New Jersey
$411K -$7.41K -290 -2%
WAAG
72
Wealth Alliance Advisory Group
Kansas
$408K
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$397K +$85.9K +3,361 +26%
HT
74
Heritage Trust
Oklahoma
$390K
SIS
75
Sound Income Strategies
Florida
$373K