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Eaton Vance Tax-Advantaged Dividend Income Fund

144 hedge funds and large institutions have $331M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

28% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 40

7% more funds holding

Funds holding: 134144 (+10)

5% more capital invested

Capital invested by funds: $315M → $331M (+$15.9M)

0.26% more ownership

Funds ownership: 18.17%18.43% (+0.26%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
1.9%
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
51
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HT
76
Heritage Trust
Oklahoma
$359K -$68.5K -3,012 -17%
JWWM
77
Johnson & White Wealth Management
Pennsylvania
$346K +$105K +4,632 +48%
NA
78
NewEdge Advisors
Louisiana
$345K +$207K +9,108 +174%
KWM
79
Kingsview Wealth Management
Oregon
$340K +$182 +8 +0.1%
AWS
80
Atria Wealth Solutions
New York
$330K +$46.9K +2,064 +18%
SFPG
81
Stonebridge Financial Planning Group
Florida
$323K +$9.17K +403 +3%
AC
82
AlphaCore Capital
California
$321K +$26.2K +1,151 +9%
Calamos Advisors
83
Calamos Advisors
Illinois
$311K -$25.5K -1,122 -8%
KPWS
84
Kestra Private Wealth Services
Texas
$308K -$41.7K -1,832 -13%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$307K -$203K -8,911 -41%
CC
86
Commons Capital
Massachusetts
$299K +$2.09K +92 +0.7%
NSIM
87
North Star Investment Management
Illinois
$295K -$22.2K -975 -7%
FSA
88
Financial Security Advisor
Virginia
$289K +$22.7K +1,000 +9%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$279K +$263K +11,567 New
CIA
90
Concurrent Investment Advisors
Florida
$277K +$33.7K +1,480 +15%
MWM
91
MGB Wealth Management
Texas
$276K -$147K -6,467 -36%
XWM
92
Xcel Wealth Management
Florida
$274K
DAS
93
Dynamic Advisor Solutions
Arizona
$262K +$10.8K +475 +5%
HW
94
Hancock Whitney
Mississippi
$257K
RAM
95
Readystate Asset Management
Illinois
$251K +$237K +10,435 New
JWCA
96
J.W. Cole Advisors
Florida
$248K +$234K +10,292 New
Kayne Anderson Rudnick Investment Management
97
Kayne Anderson Rudnick Investment Management
California
$241K
AF
98
Allworth Financial
California
$238K -$227 -10 -0.1%
DWM
99
Dakota Wealth Management
Florida
$225K
NAMNJ
100
NorthStar Asset Management (New Jersey)
New Jersey
$225K -$1.55K -68 -0.7%

EVT Hedge Fund Activity: Q2 2025 in Review

144 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q2 2025, worth a combined $331M — up 5% from $315M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EVT positions and 6 closed out — a net gain of 10 holders — while 51 added to existing stakes and 40 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $4.52M. The largest seller was Shaker Financial Services, cutting an estimated $3.88M.

  • 144 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $331M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q2 2025, up 5% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q2 2025 and 6 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q2 2025 was 1607 Capital Partners, an estimated $4.52M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q2 2025 was Shaker Financial Services, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2025.