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Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

148 hedge funds and large institutions have $349M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 36

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

4% more funds holding

Funds holding: 142 → 148 (+6)

4% more capital invested

Capital invested by funds: $337M → $349M (+$12M)

0.09% more ownership

Funds ownership: 18.51% → 18.6% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
55
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$2.83M
2
JIC
Joel Isaacson & Co
New York
+$2.82M
3
SFS
Shaker Financial Services
Virginia
+$2.19M
4
P
&Partners
Tennessee
+$1.74M
5
WAM
Wolverine Asset Management
Illinois
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
PAMP
Polar Asset Management Partners
Ontario, Canada
-$6.04M
2
KIM
Karpus Investment Management
New York
-$4.46M
3
CA
Cornerstone Advisors
North Carolina
-$2.1M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.06M
5
Cohen & Steers
Cohen & Steers
New York
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
HT
76
Heritage Trust
Oklahoma
$400K – – –
FT
77
Fiduciary Trust
Massachusetts
$389K – – –
SIS
78
Sound Income Strategies
Florida
$381K +$360K +14,728 +4,942%
JWWM
79
Johnson & White Wealth Management
Pennsylvania
$351K -$9.54K -391 -3%
Cerity Partners
80
Cerity Partners
New York
$349K +$49.2K +2,015 +17%
Jane Street
81
Jane Street
New York
$340K +$330K +13,513 New
WIA
82
World Investment Advisors
California
$331K +$84.4K +3,458 +36%
SFPG
83
Stonebridge Financial Planning Group
Florida
$327K – – –
AHL
84
Abel Hall LLC
Louisiana
$327K +$317K +13,000 New
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$323K +$16.5K +676 +6%
OC
86
Oppenheimer & Co
New York
$317K -$101K -4,122 -25%
NSIM
87
North Star Investment Management
Illinois
$310K +$610 +25 +0.2%
FSA
88
Financial Security Advisor
Virginia
$309K +$6.22K +255 +2%
MMHP
89
Murphy Middleton Hinkle & Parker
Georgia
$307K +$149K +6,092 New
CIA
90
Concurrent Investment Advisors
Florida
$306K -$1.29K -53 -0.4%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$300K -$14K -573 -5%
KPWS
92
Kestra Private Wealth Services
Texas
$300K -$22.7K -928 -7%
HW
93
Hancock Whitney
Mississippi
$290K +$21.1K +866 +8%
SW
94
Simplicity Wealth
New Jersey
$289K +$280K +11,468 New
MWM
95
MGB Wealth Management
Texas
$289K – – –
KWM
96
Kingsview Wealth Management
Oregon
$286K +$19.4K +794 +8%
DAS
97
Dynamic Advisor Solutions
Arizona
$274K +$610 +25 +0.2%
HWMG
98
Harbour Wealth Management Group
South Carolina
$255K +$247K +10,120 New
Kayne Anderson Rudnick Investment Management
99
Kayne Anderson Rudnick Investment Management
California
$252K – – –
AF
100
Allworth Financial
California
$248K -$52K -2,130 -18%
2 3
4
5 6

EVT Hedge Fund Activity: Q4 2025 in Review

148 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q4 2025, worth a combined $349M — up 3.6% from $337M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new EVT positions and 16 closed out — a net gain of 6 holders — while 55 added to existing stakes and 36 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $2.83M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $6.04M sold.

  • 148 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q4 2025, up from 142 in Q3 2025.
  • Funds reported $349M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q4 2025, up 3.6% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q4 2025 and 16 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q4 2025 was Raymond James Financial, an estimated $2.83M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q4 2025 was Polar Asset Management Partners, an estimated $6.04M sold.

Based on aggregated 13F filings for Q4 2025.