EVT icon

Eaton Vance Tax-Advantaged Dividend Income Fund

142 hedge funds and large institutions have $329M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.79M
2 +$3.24M
3 +$2.93M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.97M
5
Ameriprise
Ameriprise
Minnesota
+$800K

Top Sellers

1 -$4.11M
2 -$2.47M
3 -$2.41M
4
AA
AQR Arbitrage
Connecticut
-$2.4M
5
UBS Group
UBS Group
Switzerland
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
126
Blue Bell Private Wealth Management
Pennsylvania
$21.7K
VWM
127
Vermillion Wealth Management
Minnesota
$20.1K
CT
128
Caldwell Trust
Florida
$19.7K
FFA
129
Farther Finance Advisors
California
$19.4K
EWA
130
EverSource Wealth Advisors
Alabama
$18.1K
TCM
131
TD Capital Management
Tennessee
$15.2K
KSB
132
Kennebec Savings Bank
Maine
$14.2K
AAG
133
Armstrong Advisory Group
Massachusetts
$13.1K
PCTC
134
Perkins Coie Trust Company
Washington
$12K
MCM
135
MAI Capital Management
Ohio
$11.9K
EWM
136
Evolution Wealth Management
Florida
$8.94K
SIS
137
Sound Income Strategies
Florida
$7.18K
DJSG
138
D.J. St. Germain
Massachusetts
$7.06K
JPMorgan Chase & Co
139
JPMorgan Chase & Co
New York
$3.28K
Jones Financial Companies
140
Jones Financial Companies
Missouri
$1.44K
TRCT
141
Tower Research Capital (TRC)
New York
$24
HNB
142
Huntington National Bank
Ohio
$24
SIAS
143
Summit Investment Advisory Services
Minnesota
YWM
144
Yukon Wealth Management
Kansas
VF
145
Virtu Financial
New York
Millennium Management
146
Millennium Management
New York
FAIM
147
Financial Advocates Investment Management
Washington
GWSG
148
GPS Wealth Strategies Group
Colorado
MG
149
Mather Group
Illinois