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Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

148 hedge funds and large institutions have $349M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 36

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

4% more funds holding

Funds holding: 142 → 148 (+6)

4% more capital invested

Capital invested by funds: $337M → $349M (+$12M)

0.09% more ownership

Funds ownership: 18.51% → 18.6% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
55
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$2.83M
2
JIC
Joel Isaacson & Co
New York
+$2.82M
3
SFS
Shaker Financial Services
Virginia
+$2.19M
4
P
&Partners
Tennessee
+$1.74M
5
WAM
Wolverine Asset Management
Illinois
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
PAMP
Polar Asset Management Partners
Ontario, Canada
-$6.04M
2
KIM
Karpus Investment Management
New York
-$4.46M
3
CA
Cornerstone Advisors
North Carolina
-$2.1M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.06M
5
Cohen & Steers
Cohen & Steers
New York
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
101
Cresset Asset Management
Illinois
$243K +$4.66K +191 +2%
WS
102
Wedbush Securities
California
$234K +$171 +7 +0.1%
CHA
103
Cooper/Haims Advisors
New York
$230K +$223K +9,144 New
SCA
104
SMH Capital Advisors
Texas
$227K +$488 +20 +0.2%
DWM
105
Dakota Wealth Management
Florida
$227K -$8.18K -335 -4%
NAMNJ
106
NorthStar Asset Management (New Jersey)
New Jersey
$226K -$2.17K -89 -1%
VIPI
107
Vista Investment Partners II
Indiana
$214K – – –
XWM
108
Xcel Wealth Management
Florida
$204K -$7.32K -300 -4%
NLP
109
Next Level Private
New York
$201K +$195K +7,980 New
BBPWM
110
Blue Bell Private Wealth Management
Pennsylvania
$183K +$101K +4,129 +132%
KAS
111
Kestra Advisory Services
Texas
$141K +$137K +5,598 New
PTC
112
Private Trust Company
Ohio
$131K +$830 +34 +0.7%
Comerica Bank
113
Comerica Bank
Texas
$131K -$96.2K -3,942 -43%
NS
114
NBC Securities
Alabama
$122K – – –
CA
115
CoreCap Advisors
Michigan
$104K – – –
BFP
116
Birchwood Financial Partners
Minnesota
$89.9K +$87.1K +3,570 New
HI
117
Harbour Investments
Wisconsin
$86.9K – – –
FHA
118
Flagship Harbor Advisors
Massachusetts
$82.4K +$79.9K +3,274 New
IRC
119
Investors Research Corp
Georgia
$79.2K – – –
BTC
120
Bank & Trust Company
Illinois
$68.7K – – –
PAM
121
Parvin Asset Management
South Dakota
$59.2K – – –
SL
122
Salomon & Ludwin
Virginia
$54.7K -$6.35K -260 -11%
GAFA
123
Garton & Associates Financial Advisors
Kentucky
$51.5K +$49.9K +2,045 New
NEWAS
124
N.E.W. Advisory Services
Wisconsin
$50.9K – – –
OP
125
ORG Partners
Indiana
$43.9K – – –
3 4
5
6 7

EVT Hedge Fund Activity: Q4 2025 in Review

148 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q4 2025, worth a combined $349M — up 3.6% from $337M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new EVT positions and 16 closed out — a net gain of 6 holders — while 55 added to existing stakes and 36 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $2.83M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $6.04M sold.

  • 148 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q4 2025, up from 142 in Q3 2025.
  • Funds reported $349M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q4 2025, up 3.6% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q4 2025 and 16 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q4 2025 was Raymond James Financial, an estimated $2.83M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q4 2025 was Polar Asset Management Partners, an estimated $6.04M sold.

Based on aggregated 13F filings for Q4 2025.