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Eaton Vance Tax-Advantaged Dividend Income Fund

142 hedge funds and large institutions have $337M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 36

2% more capital invested

Capital invested by funds: $331M → $337M (+$6.23M)

0.08% more ownership

Funds ownership: 18.43%18.51% (+0.08%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 144142 (-2)

Holders
142
Holders Change
-2
Holders Change %
-1.39%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
56
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAMNJ
101
NorthStar Asset Management (New Jersey)
New Jersey
$221K -$7.08K -293 -3%
RAM
102
Readystate Asset Management
Illinois
$208K -$46.5K -1,927 -18%
VIPI
103
Vista Investment Partners II
Indiana
$208K
XWM
104
Xcel Wealth Management
Florida
$206K -$71.2K -2,950 -26%
MWM
105
Modern Wealth Management
Kansas
$202K +$199K +8,254 New
NFSG
106
Newbridge Financial Services Group
Florida
$178K
WAM
107
Wolverine Asset Management
Illinois
$154K -$1.52M -62,760 -91%
PTC
108
Private Trust Company
Ohio
$126K +$797 +33 +0.6%
NS
109
NBC Securities
Alabama
$119K +$12.1K +500 +11%
CA
110
CoreCap Advisors
Michigan
$101K
HI
111
Harbour Investments
Wisconsin
$84.4K
IRC
112
Investors Research Corp
Georgia
$76.9K
BBPWM
113
Blue Bell Private Wealth Management
Pennsylvania
$76.6K +$53.9K +2,231 +248%
BTC
114
Bank & Trust Company
Illinois
$66.7K
SL
115
Salomon & Ludwin
Virginia
$59.2K -$4.47K -185 -7%
PAM
116
Parvin Asset Management
South Dakota
$57.5K
ASN
117
Advisory Services Network
Georgia
$51.3K +$50.7K +2,100 New
NEWAS
118
N.E.W. Advisory Services
Wisconsin
$49.4K
OP
119
ORG Partners
Indiana
$42.6K
BFPW
120
BOK Financial Private Wealth
Colorado
$42K
AAS
121
Ameritas Advisory Services
Nebraska
$41.8K -$23.9K -990 -37%
IA
122
IFP Advisors
Florida
$41.6K
GI
123
GAMMA Investing
California
$36.7K
FFWM
124
Future Financial Wealth Management
Ohio
$36.6K +$725 +30 +2%
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$29.4K -$36.2K -1,500 -56%

EVT Hedge Fund Activity: Q3 2025 in Review

142 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q3 2025, worth a combined $337M — up 1.9% from $331M a quarter earlier.

Fund positioning in EVT was balanced in Q3 2025: 13 funds opened new positions, 13 closed out, 56 added to existing stakes and 36 trimmed.

The largest buyer was Stratos Wealth Partners, adding an estimated $2.31M. The largest seller was Cornerstone Advisors, cutting an estimated $2.39M.

  • 142 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q3 2025, down from 144 in Q2 2025.
  • Funds reported $337M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q3 2025 and 13 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q3 2025 was Stratos Wealth Partners, an estimated $2.31M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q3 2025 was Cornerstone Advisors, an estimated $2.39M sold.

Based on aggregated 13F filings for Q3 2025.