We are live on ! Find out more
EVT icon

Eaton Vance Tax-Advantaged Dividend Income Fund

134 hedge funds and large institutions have $315M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

3% more funds holding

Funds holding: 130134 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.23% less ownership

Funds ownership: 18.41%18.17% (-0.23%)

4% less capital invested

Capital invested by funds: $330M → $315M (-$14.9M)

Holders
134
Holders Change
+4
Holders Change %
+3.08%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
50
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.8M +$1.47M +61,601 +7%
UBS Group
2
UBS Group
Switzerland
$21.5M -$1.42M -59,187 -6%
Bank of America
3
Bank of America
North Carolina
$21.2M +$706K +29,496 +3%
MGAM
4
McGowan Group Asset Management
Texas
$19.3M -$174K -7,259 -0.9%
Raymond James Financial
5
Raymond James Financial
Florida
$16.5M +$767K +32,070 +5%
JIC
6
Joel Isaacson & Co
New York
$15.9M -$414K -17,299 -2%
Wells Fargo
7
Wells Fargo
California
$15.9M +$917K +38,325 +6%
KIM
8
Karpus Investment Management
New York
$14.8M -$633K -26,462 -4%
1CP
9
1607 Capital Partners
Virginia
$12.8M -$846K -35,354 -6%
LPL Financial
10
LPL Financial
California
$9.95M +$794K +33,171 +8%
GC
11
Guggenheim Capital
Illinois
$8.77M +$416K +17,397 +5%
SWP
12
Stratos Wealth Partners
Ohio
$7.92M -$586K -24,488 -7%
KCPT
13
Kingstone Capital Partners Texas
Texas
$7.79M +$786K +32,832 +11%
SFS
14
Shaker Financial Services
Virginia
$6.72M +$2.56M +106,899 +59%
CA
15
Cornerstone Advisors
North Carolina
$6.68M -$5.79M -241,952 -46%
Ameriprise
16
Ameriprise
Minnesota
$6.47M +$374K +15,623 +6%
AAM
17
Advisors Asset Management
Colorado
$5.8M +$701K +29,283 +13%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$5.1M +$641K +26,770 +14%
Cohen & Steers
19
Cohen & Steers
New York
$5.06M -$3.95M -164,980 -43%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.92M -$229K -9,572 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.91M -$423K -17,666 -8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.6M -$10.1K -423 -0.2%
AA
23
AQR Arbitrage
Connecticut
$4.36M -$1.68M -70,301 -27%
PAG
24
Private Advisor Group
New Jersey
$4.14M +$92.4K +3,862 +2%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$4.02M -$21.3K -892 -0.5%