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Eaton Vance Tax-Advantaged Dividend Income Fund

141 hedge funds and large institutions have $329M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+9
Holders Change %
+6.82%
% of All Funds
1.89%
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
50
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.4M -$176K -7,302 -0.8%
Bank of America
2
Bank of America
North Carolina
$22.4M +$423K +17,545 +2%
UBS Group
3
UBS Group
Switzerland
$21.3M -$1M -41,519 -4%
MGAM
4
McGowan Group Asset Management
Texas
$20.1M +$102K +4,249 +0.5%
Raymond James Financial
5
Raymond James Financial
Florida
$20M +$2.93M +121,415 +17%
1CP
6
1607 Capital Partners
Virginia
$18.1M +$4.79M +198,570 +36%
Wells Fargo
7
Wells Fargo
California
$16.3M -$172K -7,138 -1%
JIC
8
Joel Isaacson & Co
New York
$15.9M -$587K -24,352 -4%
KIM
9
Karpus Investment Management
New York
$15.2M -$143K -5,919 -0.9%
LPL Financial
10
LPL Financial
California
$10.5M +$162K +6,737 +2%
GC
11
Guggenheim Capital
Illinois
$8.62M -$460K -19,100 -5%
SWP
12
Stratos Wealth Partners
Ohio
$8.26M +$55.2K +2,290 +0.7%
Ameriprise
13
Ameriprise
Minnesota
$7.51M +$800K +33,193 +12%
KCPT
14
Kingstone Capital Partners Texas
Texas
$7.24M -$820K -34,033 -10%
AAM
15
Advisors Asset Management
Colorado
$6.07M +$63.1K +2,620 +1%
PAMP
16
Polar Asset Management Partners
Ontario, Canada
$5.84M +$3.24M +134,474 +125%
Osaic Holdings
17
Osaic Holdings
Arizona
$5.39M +$317K +13,162 +6%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$5.24M -$43.5K -1,807 -0.8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.1M +$506 +21 +0%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.9M +$139K +5,767 +3%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$4.87M +$648K +26,562 +15%
CA
22
Cornerstone Advisors
North Carolina
$4.45M -$2.47M -102,512 -36%
PAG
23
Private Advisor Group
New Jersey
$4.28M -$13.1K -543 -0.3%
FAM
24
Formidable Asset Management
Ohio
$3.46M
First Trust Advisors
25
First Trust Advisors
Illinois
$2.99M +$75.4K +3,130 +3%