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Eaton Vance Tax-Advantaged Dividend Income Fund

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: 22 (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: 148145 (-3)

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
1.79%
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
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%