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Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

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: 134 → 144 (+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: 2 → 1 (-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
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$4.52M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$3.06M
3
Raymond James Financial
Raymond James Financial
Florida
+$2.76M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.86M
5
Ameriprise
Ameriprise
Minnesota
+$755K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$3.88M
2
CA
Cornerstone Advisors
North Carolina
-$2.33M
3
Cohen & Steers
Cohen & Steers
New York
-$2.27M
4
AA
AQR Arbitrage
Connecticut
-$2.27M
5
UBS Group
UBS Group
Switzerland
-$944K
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
126
Elequin Capital
New York
$30.7K +$29K +1,275 New
PS
127
Principal Securities
Iowa
$22.9K +$9.1K +400 +73%
BBPWM
128
Blue Bell Private Wealth Management
Pennsylvania
$21.7K +$20.5K +900 New
VWM
129
Vermillion Wealth Management
Minnesota
$20.1K – – –
CT
130
Caldwell Trust
Florida
$19.7K – – –
FFA
131
Farther Finance Advisors
California
$19.4K – – –
EWA
132
EverSource Wealth Advisors
Alabama
$18.1K – – –
TCM
133
TD Capital Management
Tennessee
$15.2K – – –
KSB
134
Kennebec Savings Bank
Maine
$14.2K – – –
AAG
135
Armstrong Advisory Group
Massachusetts
$13.1K +$12.4K +544 New
PCTC
136
Perkins Coie Trust Company
Washington
$12K – – –
MCM
137
MAI Capital Management
Ohio
$11.9K – – –
EWM
138
Evolution Wealth Management
Florida
$8.94K +$8.44K +371 New
SIS
139
Sound Income Strategies
Florida
$7.18K +$660 +29 +11%
DJSG
140
D.J. St. Germain
Massachusetts
$7.06K – – –
JP Morgan Chase
141
JP Morgan Chase
New York
$3.28K -$1.16K -51 -27%
Jones Financial Companies
142
Jones Financial Companies
Missouri
$1.44K +$1.36K +60 New
TRCT
143
Tower Research Capital (TRC)
New York
$24 -$227 -10 -91%
HNB
144
Huntington National Bank
Ohio
$24 – – –
YWM
145
Yukon Wealth Management
Kansas
– -$495K -21,265 Closed
VF
146
Virtu Financial
New York
– -$285K -12,251 Closed
Millennium Management
147
Millennium Management
New York
– -$220K -9,462 Closed
FAIM
148
Financial Advocates Investment Management
Washington
– -$201K -8,637 Closed
GWSG
149
GPS Wealth Strategies Group
Colorado
– -$23.4K -1,007 Closed
MG
150
Mather Group
Illinois
– -$5.82K -250 Closed
3 4 5
6
7

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.