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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
VWM
126
Vermillion Wealth Management
Minnesota
$20.3K
CT
127
Caldwell Trust
Florida
$20K
AUB
128
Atlantic Union Bankshares
Virginia
$19.6K +$19.3K +800 New
EWA
129
EverSource Wealth Advisors
Alabama
$18.3K
FFA
130
Farther Finance Advisors
California
$17.9K -$1.69K -70 -9%
KSB
131
Kennebec Savings Bank
Maine
$14.4K
AAG
132
Armstrong Advisory Group
Massachusetts
$13.6K +$266 +11 +2%
PS
133
Principal Securities
Iowa
$13.4K -$9.66K -400 -42%
PCTC
134
Perkins Coie Trust Company
Washington
$12.2K
MCM
135
MAI Capital Management
Ohio
$12K
SIS
136
Sound Income Strategies
Florida
$7.34K
DJSG
137
D.J. St. Germain
Massachusetts
$7.16K
PA
138
Parallel Advisors
California
$6.28K +$6.18K +256 New
CTC
139
Central Trust Company
Missouri
$6.11K +$6.04K +250 New
HWP
140
Highline Wealth Partners
California
$3.67K +$3.62K +150 New
MG
141
Mather Group
Illinois
$2.54K +$2.51K +104 New
HNB
142
Huntington National Bank
Ohio
$24
AA
143
AQR Arbitrage
Connecticut
-$2.16M -89,732 Closed
FLPIM
144
F.L. Putnam Investment Management
Massachusetts
-$482K -20,000 Closed
KA
145
Kovack Advisors
Florida
-$413K -17,132 Closed
JWCA
146
J.W. Cole Advisors
Florida
-$248K -10,292 Closed
US Bancorp
147
US Bancorp
Minnesota
-$198K -8,200 Closed
KIG
148
Kessler Investment Group
Indiana
-$48.8K -2,024 Closed
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
-$42.9K -1,779 Closed
EC
150
Elequin Capital
New York
-$30.7K -1,275 Closed

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.