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Eaton Vance Tax-Advantaged Dividend Income Fund

142 hedge funds and large institutions have $337M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 36

2% more capital invested

Capital invested by funds: $331M → $337M (+$6.23M)

0.08% more ownership

Funds ownership: 18.43%18.51% (+0.08%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 144142 (-2)

Holders
142
Holders Change
-2
Holders Change %
-1.39%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
56
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$350K +$97 +4 +0%
CC
77
Commons Capital
Massachusetts
$348K +$43.6K +1,806 +15%
AC
78
AlphaCore Capital
California
$332K +$6.38K +264 +2%
SFPG
79
Stonebridge Financial Planning Group
Florida
$318K -$9.73K -403 -3%
KPWS
80
Kestra Private Wealth Services
Texas
$314K +$1.72K +71 +0.6%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$312K
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$307K +$304K +12,567 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$305K +$151K +6,264 +101%
NSIM
84
North Star Investment Management
Illinois
$300K +$580 +24 +0.2%
CIA
85
Concurrent Investment Advisors
Florida
$298K +$16.4K +680 +6%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$297K +$14K +579 +5%
FSA
87
Financial Security Advisor
Virginia
$293K
AF
88
Allworth Financial
California
$293K +$51.4K +2,130 +22%
Cerity Partners
89
Cerity Partners
New York
$290K +$286K +11,858 New
MWM
90
MGB Wealth Management
Texas
$280K
DAS
91
Dynamic Advisor Solutions
Arizona
$265K -$1.21K -50 -0.5%
HW
92
Hancock Whitney
Mississippi
$261K
KWM
93
Kingsview Wealth Management
Oregon
$258K -$85.7K -3,548 -25%
Kayne Anderson Rudnick Investment Management
94
Kayne Anderson Rudnick Investment Management
California
$245K
WIA
95
World Investment Advisors
California
$237K +$234K +9,689 New
CAM
96
Cresset Asset Management
Illinois
$231K +$4.59K +190 +2%
DWM
97
Dakota Wealth Management
Florida
$228K
WS
98
Wedbush Securities
California
$227K +$224K +9,269 New
Comerica Bank
99
Comerica Bank
Texas
$223K +$19.9K +826 +10%
SCA
100
SMH Capital Advisors
Texas
$222K +$2.78K +115 +1%

EVT Hedge Fund Activity: Q3 2025 in Review

142 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q3 2025, worth a combined $337M — up 1.9% from $331M a quarter earlier.

Fund positioning in EVT was balanced in Q3 2025: 13 funds opened new positions, 13 closed out, 56 added to existing stakes and 36 trimmed.

The largest buyer was Stratos Wealth Partners, adding an estimated $2.31M. The largest seller was Cornerstone Advisors, cutting an estimated $2.39M.

  • 142 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q3 2025, down from 144 in Q2 2025.
  • Funds reported $337M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q3 2025 and 13 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q3 2025 was Stratos Wealth Partners, an estimated $2.31M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q3 2025 was Cornerstone Advisors, an estimated $2.39M sold.

Based on aggregated 13F filings for Q3 2025.