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Eaton Vance Tax-Advantaged Dividend Income Fund

144 hedge funds and large institutions have $331M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

28% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 40

7% more funds holding

Funds holding: 134144 (+10)

5% more capital invested

Capital invested by funds: $315M → $331M (+$15.9M)

0.26% more ownership

Funds ownership: 18.17%18.43% (+0.26%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
1.9%
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
51
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.4M -$166K -7,302 -0.8%
Bank of America
2
Bank of America
North Carolina
$22.4M +$399K +17,545 +2%
UBS Group
3
UBS Group
Switzerland
$21.3M -$944K -41,519 -4%
MGAM
4
McGowan Group Asset Management
Texas
$20.1M +$96.6K +4,249 +0.5%
Raymond James Financial
5
Raymond James Financial
Florida
$20M +$2.76M +121,415 +17%
1CP
6
1607 Capital Partners
Virginia
$18.1M +$4.52M +198,570 +36%
Wells Fargo
7
Wells Fargo
California
$16.3M -$162K -7,138 -1%
JIC
8
Joel Isaacson & Co
New York
$15.9M -$554K -24,352 -4%
KIM
9
Karpus Investment Management
New York
$15.2M -$135K -5,919 -0.9%
LPL Financial
10
LPL Financial
California
$10.5M +$153K +6,737 +2%
GC
11
Guggenheim Capital
Illinois
$8.62M -$434K -19,100 -5%
SWP
12
Stratos Wealth Partners
Ohio
$8.26M +$52.1K +2,290 +0.7%
Ameriprise
13
Ameriprise
Minnesota
$7.51M +$755K +33,193 +12%
KCPT
14
Kingstone Capital Partners Texas
Texas
$7.24M -$774K -34,033 -10%
AAM
15
Advisors Asset Management
Colorado
$6.07M +$59.6K +2,620 +1%
PAMP
16
Polar Asset Management Partners
Ontario, Canada
$5.84M +$3.06M +134,474 +125%
Osaic Holdings
17
Osaic Holdings
Arizona
$5.47M +$365K +16,058 +8%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$5.24M -$41.1K -1,807 -0.8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.1M +$478 +21 +0%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.9M +$131K +5,767 +3%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$4.87M +$604K +26,562 +15%
CA
22
Cornerstone Advisors
North Carolina
$4.45M -$2.33M -102,512 -36%
PAG
23
Private Advisor Group
New Jersey
$4.28M -$12.3K -543 -0.3%
FAM
24
Formidable Asset Management
Ohio
$3.46M
First Trust Advisors
25
First Trust Advisors
Illinois
$2.99M +$71.2K +3,130 +3%

EVT Hedge Fund Activity: Q2 2025 in Review

144 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q2 2025, worth a combined $331M — up 5% from $315M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EVT positions and 6 closed out — a net gain of 10 holders — while 51 added to existing stakes and 40 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $4.52M. The largest seller was Shaker Financial Services, cutting an estimated $3.88M.

  • 144 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $331M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q2 2025, up 5% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q2 2025 and 6 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q2 2025 was 1607 Capital Partners, an estimated $4.52M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q2 2025 was Shaker Financial Services, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2025.