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Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

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: 2 → 2 (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: 148 → 145 (-3)

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
1.78%
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
–

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$1.45M
2
UBS Group
UBS Group
Switzerland
+$1.38M
3
1CP
1607 Capital Partners
Virginia
+$1.31M
4
SIC
Samalin Investment Counsel
New York
+$938K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$934K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
-$2.78M
2
Ameriprise
Ameriprise
Minnesota
-$2.69M
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$2.23M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.51M
5
WAM
Wolverine Asset Management
Illinois
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
101
Cooper/Haims Advisors
New York
$224K – – –
DWM
102
Dakota Wealth Management
Florida
$221K – – –
SCA
103
SMH Capital Advisors
Texas
$221K -$225K -8,798 -98%
VIPI
104
Vista Investment Partners II
Indiana
$209K – – –
VDI
105
Vaughan David Investments
Illinois
$206K +$214K +8,373 New
AF
106
Allworth Financial
California
$203K -$40.9K -1,600 -16%
AIM
107
Axiom Investment Management
New York
$199K +$207K +8,094 New
PTC
108
Private Trust Company
Ohio
$129K +$843 +33 +0.6%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$128K +$133K +5,198 New
NS
110
NBC Securities
Alabama
$119K – – –
BFP
111
Birchwood Financial Partners
Minnesota
$89.4K +$1.79K +70 +2%
HI
112
Harbour Investments
Wisconsin
$84.7K – – –
IRC
113
Investors Research Corp
Georgia
$77.2K – – –
CA
114
CoreCap Advisors
Michigan
$76.7K -$25.7K -1,005 -24%
NWMP
115
Noble Wealth Management PBC
Colorado
$74.8K +$77.8K +3,045 New
NEWAS
116
N.E.W. Advisory Services
Wisconsin
$74.2K +$25.5K +1,000 +49%
BTC
117
Bank & Trust Company
Illinois
$67K – – –
PAM
118
Parvin Asset Management
South Dakota
$57.7K – – –
SL
119
Salomon & Ludwin
Virginia
$52.6K – – –
GSEP
120
Golden State Equity Partners
California
$50.3K +$52.3K +2,047 New
BFPW
121
BOK Financial Private Wealth
Colorado
$42.2K – – –
BBPWM
122
Blue Bell Private Wealth Management
Pennsylvania
$39K -$145K -5,673 -78%
IA
123
IFP Advisors
Florida
$36.8K -$5.11K -200 -12%
GI
124
GAMMA Investing
California
$36.8K – – –
KFAS
125
Keating Financial Advisory Services
Kansas
$24.5K +$485 +19 +2%
3 4
5
6 7

EVT Hedge Fund Activity: Q1 2026 in Review

145 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q1 2026, worth a combined $338M — down 3.3% from $349M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EVT positions and 14 closed out — a net gain of 3 holders — while 55 added to existing stakes and 38 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $1.45M. The largest seller was Shaker Financial Services, cutting an estimated $2.78M.

  • 145 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q1 2026, down from 148 in Q4 2025.
  • Funds reported $338M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q1 2026, down 3.3% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q1 2026 and 14 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q1 2026 was Steward Partners Investment Advisory, an estimated $1.45M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q1 2026 was Shaker Financial Services, an estimated $2.78M sold.

Based on aggregated 13F filings for Q1 2026.