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Eaton Vance Tax-Advantaged Dividend Income Fund
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Overview Fund Activity

141 hedge funds and large institutions have $329M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+9
Holders Change %
+6.82%
% of All Funds
1.89%
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
50
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$4.79M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$3.24M
3
Raymond James Financial
Raymond James Financial
Florida
+$2.93M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.97M
5
Ameriprise
Ameriprise
Minnesota
+$800K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
-$4.11M
2
CA
Cornerstone Advisors
North Carolina
-$2.47M
3
Cohen & Steers
Cohen & Steers
New York
-$2.41M
4
AA
AQR Arbitrage
Connecticut
-$2.4M
5
UBS Group
UBS Group
Switzerland
-$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$345K +$220K +9,108 +174%
KWM
77
Kingsview Wealth Management
Oregon
$340K +$193 +8 +0.1%
AWS
78
Atria Wealth Solutions
New York
$330K +$49.7K +2,064 +18%
SFPG
79
Stonebridge Financial Planning Group
Florida
$323K +$9.71K +403 +3%
AC
80
AlphaCore Capital
California
$321K +$27.7K +1,151 +9%
Calamos Advisors
81
Calamos Advisors
Illinois
$311K -$27K -1,122 -8%
KPWS
82
Kestra Private Wealth Services
Texas
$308K -$44.2K -1,832 -13%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$307K -$215K -8,911 -41%
CC
84
Commons Capital
Massachusetts
$299K +$2.22K +92 +0.7%
NSIM
85
North Star Investment Management
Illinois
$295K -$23.5K -975 -7%
FSA
86
Financial Security Advisor
Virginia
$289K +$24.1K +1,000 +9%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$279K +$279K +11,567 New
CIA
88
Concurrent Investment Advisors
Florida
$277K +$35.7K +1,480 +15%
MWM
89
MGB Wealth Management
Texas
$276K -$156K -6,467 -36%
XWM
90
Xcel Wealth Management
Florida
$274K – – –
DAS
91
Dynamic Advisor Solutions
Arizona
$262K +$11.4K +475 +5%
HW
92
Hancock Whitney
Mississippi
$257K – – –
RAM
93
Readystate Asset Management
Illinois
$251K +$251K +10,435 New
JWCA
94
J.W. Cole Advisors
Florida
$248K +$248K +10,292 New
Kayne Anderson Rudnick Investment Management
95
Kayne Anderson Rudnick Investment Management
California
$241K – – –
AF
96
Allworth Financial
California
$238K -$241 -10 -0.1%
DWM
97
Dakota Wealth Management
Florida
$225K – – –
NAMNJ
98
NorthStar Asset Management (New Jersey)
New Jersey
$225K -$1.64K -68 -0.7%
CAM
99
Cresset Asset Management
Illinois
$223K +$4.7K +195 +2%
SCA
100
SMH Capital Advisors
Texas
$214K -$4.05K -168 -2%
2 3
4
5 6