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Eaton Vance Tax-Advantaged Dividend Income Fund

145 hedge funds and large institutions have $338M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 38

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.16% less ownership

Funds ownership: 18.6%18.44% (-0.16%)

3% less capital invested

Capital invested by funds: $349M → $338M (-$11.5M)

2% less funds holding

Funds holding: 148145 (-3)

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
55
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FT
76
Fiduciary Trust
Massachusetts
$369K -$10.5K -410 -3%
IAA
77
Independent Advisor Alliance
North Carolina
$348K +$363K +14,195 New
Cerity Partners
78
Cerity Partners
New York
$337K -$4.11K -161 -1%
JWWM
79
Johnson & White Wealth Management
Pennsylvania
$332K -$11.1K -433 -3%
WIA
80
World Investment Advisors
California
$323K +$230 +9 +0.1%
AHL
81
Abel Hall LLC
Louisiana
$319K
SFPG
82
Stonebridge Financial Planning Group
Florida
$319K
CIA
83
Concurrent Investment Advisors
Florida
$317K +$19.4K +759 +6%
OC
84
Oppenheimer & Co
New York
$311K +$2.15K +84 +0.7%
FSA
85
Financial Security Advisor
Virginia
$307K +$6.26K +245 +2%
NSIM
86
North Star Investment Management
Illinois
$303K +$613 +24 +0.2%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$297K +$4.85K +190 +2%
KPWS
88
Kestra Private Wealth Services
Texas
$294K +$1.79K +70 +0.6%
Calamos Advisors
89
Calamos Advisors
Illinois
$293K -$226K -8,837 -43%
RA
90
RFG Advisory
Alabama
$289K -$127K -4,983 -30%
WS
91
Wedbush Securities
California
$288K +$62.7K +2,456 +26%
SW
92
Simplicity Wealth
New Jersey
$282K
HSA
93
HBK Sorce Advisory
Pennsylvania
$280K +$272K +10,650 New
HW
94
Hancock Whitney
Mississippi
$280K -$22.1K -866 -8%
KWM
95
Kingsview Wealth Management
Oregon
$279K
DAS
96
Dynamic Advisor Solutions
Arizona
$264K -$2.56K -100 -0.9%
HWMG
97
Harbour Wealth Management Group
South Carolina
$247K -$1.53K -60 -0.6%
Kayne Anderson Rudnick Investment Management
98
Kayne Anderson Rudnick Investment Management
California
$246K
CAM
99
Cresset Asset Management
Illinois
$241K +$4.85K +190 +2%
NAMNJ
100
NorthStar Asset Management (New Jersey)
New Jersey
$229K +$9.84K +385 +4%