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Eaton Vance Tax-Advantaged Dividend Income Fund

134 hedge funds and large institutions have $315M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

3% more funds holding

Funds holding: 130134 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.23% less ownership

Funds ownership: 18.41%18.17% (-0.23%)

4% less capital invested

Capital invested by funds: $330M → $315M (-$14.9M)

Holders
134
Holders Change
+4
Holders Change %
+3.08%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
50
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
76
Kingsview Wealth Management
Oregon
$328K +$11.7K +487 +4%
Calamos Advisors
77
Calamos Advisors
Illinois
$326K -$13.4K -561 -4%
NSIM
78
North Star Investment Management
Illinois
$308K -$11.2K -466 -3%
SFPG
79
Stonebridge Financial Planning Group
Florida
$303K
CC
80
Commons Capital
Massachusetts
$287K +$12.8K +534 +5%
VF
81
Virtu Financial
New York
$285K +$293K +12,251 New
AC
82
AlphaCore Capital
California
$283K +$291K +12,165 New
AWS
83
Atria Wealth Solutions
New York
$271K -$34.4K -1,436 -11%
XWM
84
Xcel Wealth Management
Florida
$265K +$1.08K +45 +0.4%
CWM
85
Cornerstone Wealth Management
Missouri
$258K -$14.4K -600 -5%
FSA
86
Financial Security Advisor
Virginia
$256K +$23.9K +1,000 +10%
HW
87
Hancock Whitney
Mississippi
$248K
DAS
88
Dynamic Advisor Solutions
Arizona
$242K
CIA
89
Concurrent Investment Advisors
Florida
$233K +$240K +10,031 New
Kayne Anderson Rudnick Investment Management
90
Kayne Anderson Rudnick Investment Management
California
$233K
JWWM
91
Johnson & White Wealth Management
Pennsylvania
$226K +$3.33K +139 +1%
Millennium Management
92
Millennium Management
New York
$220K +$226K +9,462 New
NAMNJ
93
NorthStar Asset Management (New Jersey)
New Jersey
$219K -$6.1K -255 -3%
AF
94
Allworth Financial
California
$218K +$98.3K +4,110 +71%
DWM
95
Dakota Wealth Management
Florida
$217K
CAM
96
Cresset Asset Management
Illinois
$211K +$4.43K +185 +2%
SCA
97
SMH Capital Advisors
Texas
$211K -$5.53K -231 -2%
FAIM
98
Financial Advocates Investment Management
Washington
$201K +$2.08K +87 +1%
Comerica Bank
99
Comerica Bank
Texas
$197K +$12K +500 +6%
US Bancorp
100
US Bancorp
Minnesota
$191K