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Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

142 hedge funds and large institutions have $337M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 36

2% more capital invested

Capital invested by funds: $331M → $337M (+$6.23M)

0.08% more ownership

Funds ownership: 18.43% → 18.51% (+0.08%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 144 → 142 (-2)

Holders
142
Holders Change
-2
Holders Change %
-1.39%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
56
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
Stratos Wealth Partners
Ohio
+$2.31M
2
Raymond James Financial
Raymond James Financial
Florida
+$1.39M
3
1CP
1607 Capital Partners
Virginia
+$1.13M
4
Ameriprise
Ameriprise
Minnesota
+$923K
5
SA
Sanctuary Advisors
Indiana
+$900K

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$2.39M
2
AA
AQR Arbitrage
Connecticut
-$2.16M
3
Cohen & Steers
Cohen & Steers
New York
-$1.74M
4
WAM
Wolverine Asset Management
Illinois
-$1.52M
5
MGAM
McGowan Group Asset Management
Texas
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23M +$246K +10,205 +1%
Bank of America
2
Bank of America
North Carolina
$22.9M +$188K +7,794 +0.8%
Raymond James Financial
3
Raymond James Financial
Florida
$21.7M +$1.39M +57,484 +7%
UBS Group
4
UBS Group
Switzerland
$21.2M -$396K -16,393 -2%
1CP
5
1607 Capital Partners
Virginia
$19.5M +$1.13M +46,678 +6%
MGAM
6
McGowan Group Asset Management
Texas
$19.3M -$1.11M -45,781 -5%
Wells Fargo
7
Wells Fargo
California
$16.6M +$124K +5,130 +0.8%
JIC
8
Joel Isaacson & Co
New York
$15.4M -$704K -29,140 -4%
KIM
9
Karpus Investment Management
New York
$15M -$397K -16,451 -3%
LPL Financial
10
LPL Financial
California
$11.3M +$701K +29,024 +7%
SWP
11
Stratos Wealth Partners
Ohio
$10.7M +$2.31M +95,645 +28%
GC
12
Guggenheim Capital
Illinois
$9.23M +$474K +19,607 +5%
Ameriprise
13
Ameriprise
Minnesota
$8.55M +$923K +38,236 +12%
KCPT
14
Kingstone Capital Partners Texas
Texas
$7.42M +$66.5K +2,755 +0.9%
AAM
15
Advisors Asset Management
Colorado
$6.26M +$99.8K +4,134 +2%
PAMP
16
Polar Asset Management Partners
Ontario, Canada
$6.04M +$120K +4,975 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$5.87M +$330K +13,675 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.33M +$155K +6,438 +3%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$5.11M -$199K -8,219 -4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.98M +$11.1K +460 +0.2%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$4.79M -$122K -5,050 -3%
PAG
22
Private Advisor Group
New Jersey
$4.54M +$199K +8,227 +5%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$3.64M +$603K +24,947 +20%
First Trust Advisors
24
First Trust Advisors
Illinois
$3.41M +$365K +15,122 +12%
FAM
25
Formidable Asset Management
Ohio
$3.35M -$238K -9,857 -7%
1
2 3 4 5

EVT Hedge Fund Activity: Q3 2025 in Review

142 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q3 2025, worth a combined $337M — up 1.9% from $331M a quarter earlier.

Fund positioning in EVT was balanced in Q3 2025: 13 funds opened new positions, 13 closed out, 56 added to existing stakes and 36 trimmed.

The largest buyer was Stratos Wealth Partners, adding an estimated $2.31M. The largest seller was Cornerstone Advisors, cutting an estimated $2.39M.

  • 142 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q3 2025, down from 144 in Q2 2025.
  • Funds reported $337M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q3 2025 and 13 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q3 2025 was Stratos Wealth Partners, an estimated $2.31M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q3 2025 was Cornerstone Advisors, an estimated $2.39M sold.

Based on aggregated 13F filings for Q3 2025.