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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
FFA
126
Farther Finance Advisors
California
$22.7K +$77 +3 +0.3%
OPTFSNA
127
Old Point Trust & Financial Services N A
Virginia
$22.1K
CT
128
Caldwell Trust
Florida
$20K
AUB
129
Atlantic Union Bankshares
Virginia
$19.6K
EWA
130
EverSource Wealth Advisors
Alabama
$17.2K -$1.28K -50 -7%
AAG
131
Armstrong Advisory Group
Massachusetts
$14.2K +$281 +11 +2%
CFSG
132
Community Financial Services Group
Vermont
$12.4K +$12.8K +500 New
KG
133
Kilter Group
New York
$12.3K +$12.8K +500 New
MCM
134
MAI Capital Management
Ohio
$12.1K
BGAI
135
Bruce G. Allen Investments
Colorado
$10.4K +$10.9K +425 New
VWM
136
Vermillion Wealth Management
Minnesota
$10.2K -$920 -36 -8%
ASN
137
Advisory Services Network
Georgia
$7.37K +$7.66K +300 New
RF
138
Rossby Financial
Florida
$5.28K +$5.44K +213 New
US Bancorp
139
US Bancorp
Minnesota
$5.01K +$5.21K +204 New
KSB
140
Kennebec Savings Bank
Maine
$4.81K -$10K -393 -67%
AssetMark Inc
141
AssetMark Inc
California
$4.12K
GCM
142
Gunpowder Capital Management
Maryland
$1.05K
PF
143
PlanVest Financial
Maryland
$187 +$179 +7 New
HNB
144
Huntington National Bank
Ohio
$25
BlackRock
145
BlackRock
New York
$13 +$26 +1 New
PIWA
146
Prevail Innovative Wealth Advisors
Kansas
-$2.23M -88,666 Closed
WAM
147
Wolverine Asset Management
Illinois
-$1.31M -52,209 Closed
LSC
148
Logan Stone Capital
Illinois
-$736K -29,218 Closed
Jane Street
149
Jane Street
New York
-$340K -13,513 Closed
XWM
150
Xcel Wealth Management
Florida
-$204K -8,120 Closed