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Eaton Vance Tax-Advantaged Dividend Income Fund

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: 142148 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
126
BOK Financial Private Wealth
Colorado
$43.3K
IA
127
IFP Advisors
Florida
$42.8K
GI
128
GAMMA Investing
California
$37.8K
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$30.3K
OC
130
Oakworth Capital
Alabama
$25.3K +$24.6K +1,006 New
FHC
131
First Horizon Corporation
Tennessee
$25.2K +$24.4K +1,000 New
KFAS
132
Keating Financial Advisory Services
Kansas
$24.6K +$23.8K +977 New
MCA
133
Maryland Capital Advisors
Maryland
$23.5K +$22.8K +933 New
FFA
134
Farther Finance Advisors
California
$23K +$4.39K +180 +25%
OPTFSNA
135
Old Point Trust & Financial Services N A
Virginia
$22.7K +$22K +901 New
CT
136
Caldwell Trust
Florida
$20.5K
AUB
137
Atlantic Union Bankshares
Virginia
$20.1K
EWA
138
EverSource Wealth Advisors
Alabama
$18.9K
KSB
139
Kennebec Savings Bank
Maine
$14.8K
AAG
140
Armstrong Advisory Group
Massachusetts
$14.3K +$269 +11 +2%
MCM
141
MAI Capital Management
Ohio
$12.4K
VWM
142
Vermillion Wealth Management
Minnesota
$11.4K -$9.25K -379 -46%
DJSG
143
D.J. St. Germain
Massachusetts
$7.38K
SAG
144
SageView Advisory Group
California
$6.62K +$6.42K +263 New
AssetMark Inc
145
AssetMark Inc
California
$4.23K +$4.1K +168 New
HWP
146
Highline Wealth Partners
California
$3.78K
GCM
147
Gunpowder Capital Management
Maryland
$1.06K +$1.02K +42 New
HNB
148
Huntington National Bank
Ohio
$25
PAMP
149
Polar Asset Management Partners
Ontario, Canada
-$6.04M -247,116 Closed
CA
150
Cornerstone Advisors
North Carolina
-$2.1M -85,710 Closed

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.