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Eaton Vance Tax-Advantaged Dividend Income Fund

134 hedge funds and large institutions have $315M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

3% more funds holding

Funds holding: 130134 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.23% less ownership

Funds ownership: 18.41%18.17% (-0.23%)

4% less capital invested

Capital invested by funds: $330M → $315M (-$14.9M)

Holders
134
Holders Change
+4
Holders Change %
+3.08%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
50
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$145K +$16.1K +675 +12%
NA
102
NewEdge Advisors
Louisiana
$122K +$24 +1 +0%
PTC
103
Private Trust Company
Ohio
$119K +$24.7K +1,033 +25%
NS
104
NBC Securities
Alabama
$101K +$104K +4,346 +108,650%
CA
105
CoreCap Advisors
Michigan
$96.1K
HI
106
Harbour Investments
Wisconsin
$80.3K
IRC
107
Investors Research Corp
Georgia
$73.2K
BTC
108
Bank & Trust Company
Illinois
$63.5K
SL
109
Salomon & Ludwin
Virginia
$60.4K
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$58.2K +$59.8K +2,500 New
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$55K
PAM
112
Parvin Asset Management
South Dakota
$54.7K
NEWAS
113
N.E.W. Advisory Services
Wisconsin
$50.1K +$51.6K +2,155 New
KIG
114
Kessler Investment Group
Indiana
$49.9K
OP
115
ORG Partners
Indiana
$40.5K
BFPW
116
BOK Financial Private Wealth
Colorado
$40K
IA
117
IFP Advisors
Florida
$39.6K
GI
118
GAMMA Investing
California
$34.9K
FFWM
119
Future Financial Wealth Management
Ohio
$33.4K -$9.5K -397 -22%
GWSG
120
GPS Wealth Strategies Group
Colorado
$23.4K
VWM
121
Vermillion Wealth Management
Minnesota
$19.4K
CT
122
Caldwell Trust
Florida
$19K +$19.5K +816 New
FFA
123
Farther Finance Advisors
California
$18.7K +$19.2K +803 New
EWA
124
EverSource Wealth Advisors
Alabama
$17.5K
TCM
125
TD Capital Management
Tennessee
$14.7K +$15.1K +631 New