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Eaton Vance Tax-Advantaged Dividend Income Fund

144 hedge funds and large institutions have $331M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

28% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 40

7% more funds holding

Funds holding: 134144 (+10)

5% more capital invested

Capital invested by funds: $315M → $331M (+$15.9M)

0.26% more ownership

Funds ownership: 18.17%18.43% (+0.26%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
51
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
Cresset Asset Management
Illinois
$223K +$4.43K +195 +2%
SCA
102
SMH Capital Advisors
Texas
$214K -$3.82K -168 -2%
VIPI
103
Vista Investment Partners II
Indiana
$205K +$193K +8,496 New
Comerica Bank
104
Comerica Bank
Texas
$200K -$3.12K -137 -2%
US Bancorp
105
US Bancorp
Minnesota
$198K
NFSG
106
Newbridge Financial Services Group
Florida
$176K +$166K +7,296 New
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$150K
PTC
108
Private Trust Company
Ohio
$124K +$773 +34 +0.7%
NS
109
NBC Securities
Alabama
$104K
CA
110
CoreCap Advisors
Michigan
$99.5K
HI
111
Harbour Investments
Wisconsin
$83.1K
IRC
112
Investors Research Corp
Georgia
$75.8K
BTC
113
Bank & Trust Company
Illinois
$65.8K
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$65.1K
AAS
115
Ameritas Advisory Services
Nebraska
$65.1K +$61.4K +2,700 New
SL
116
Salomon & Ludwin
Virginia
$63.1K
PAM
117
Parvin Asset Management
South Dakota
$56.6K
KIG
118
Kessler Investment Group
Indiana
$48.8K -$2.73K -120 -6%
NEWAS
119
N.E.W. Advisory Services
Wisconsin
$48.7K -$3.02K -133 -6%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$42.9K -$16.4K -721 -29%
OP
121
ORG Partners
Indiana
$42.2K
BFPW
122
BOK Financial Private Wealth
Colorado
$41.4K
IA
123
IFP Advisors
Florida
$41K
GI
124
GAMMA Investing
California
$36.1K
FFWM
125
Future Financial Wealth Management
Ohio
$35.4K +$705 +31 +2%

EVT Hedge Fund Activity: Q2 2025 in Review

144 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q2 2025, worth a combined $331M — up 5% from $315M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EVT positions and 6 closed out — a net gain of 10 holders — while 51 added to existing stakes and 40 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $4.52M. The largest seller was Shaker Financial Services, cutting an estimated $3.88M.

  • 144 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $331M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q2 2025, up 5% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q2 2025 and 6 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q2 2025 was 1607 Capital Partners, an estimated $4.52M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q2 2025 was Shaker Financial Services, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2025.