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Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

148 hedge funds and large institutions have $349M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 36

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

4% more funds holding

Funds holding: 142 → 148 (+6)

4% more capital invested

Capital invested by funds: $337M → $349M (+$12M)

0.09% more ownership

Funds ownership: 18.51% → 18.6% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
55
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$2.83M
2
JIC
Joel Isaacson & Co
New York
+$2.82M
3
SFS
Shaker Financial Services
Virginia
+$2.19M
4
P
&Partners
Tennessee
+$1.74M
5
WAM
Wolverine Asset Management
Illinois
+$1.12M

Top Sellers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
-$6.04M
2
KIM
Karpus Investment Management
New York
-$4.46M
3
CA
Cornerstone Advisors
North Carolina
-$2.1M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.06M
5
Cohen & Steers
Cohen & Steers
New York
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$25.2M +$2.83M +115,922 +13%
Morgan Stanley
2
Morgan Stanley
New York
$23.8M +$149K +6,113 +0.6%
Bank of America
3
Bank of America
North Carolina
$23.1M -$460K -18,862 -2%
UBS Group
4
UBS Group
Switzerland
$21.1M -$700K -28,695 -3%
1CP
5
1607 Capital Partners
Virginia
$19.9M -$168K -6,900 -0.9%
MGAM
6
McGowan Group Asset Management
Texas
$19.7M -$99.1K -4,060 -0.5%
JIC
7
Joel Isaacson & Co
New York
$18.8M +$2.82M +115,474 +18%
Wells Fargo
8
Wells Fargo
California
$18M +$888K +36,392 +5%
LPL Financial
9
LPL Financial
California
$12.7M +$1.04M +42,526 +9%
SWP
10
Stratos Wealth Partners
Ohio
$11.2M +$198K +8,107 +2%
KIM
11
Karpus Investment Management
New York
$10.8M -$4.46M -182,666 -30%
GC
12
Guggenheim Capital
Illinois
$9.54M +$31.9K +1,305 +0.3%
Ameriprise
13
Ameriprise
Minnesota
$9.08M +$268K +10,991 +3%
KCPT
14
Kingstone Capital Partners Texas
Texas
$7.78M +$143K +5,844 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$6.77M +$689K +28,239 +12%
AAM
16
Advisors Asset Management
Colorado
$6.69M +$236K +9,684 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.63M +$140K +5,720 +3%
PAG
18
Private Advisor Group
New Jersey
$5.19M +$500K +20,470 +11%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$5.19M -$75.1K -3,076 -1%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$4.97M -$22.8K -932 -0.5%
SFS
21
Shaker Financial Services
Virginia
$4.31M +$2.19M +89,764 +110%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$3.79M +$42.1K +1,725 +1%
First Trust Advisors
23
First Trust Advisors
Illinois
$3.67M +$159K +6,497 +5%
P
24
&Partners
Tennessee
$3.38M +$1.74M +71,413 +114%
FAM
25
Formidable Asset Management
Ohio
$3.24M -$159K -6,507 -5%
1
2 3 4 5

EVT Hedge Fund Activity: Q4 2025 in Review

148 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q4 2025, worth a combined $349M — up 3.6% from $337M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new EVT positions and 16 closed out — a net gain of 6 holders — while 55 added to existing stakes and 36 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $2.83M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $6.04M sold.

  • 148 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q4 2025, up from 142 in Q3 2025.
  • Funds reported $349M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q4 2025, up 3.6% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q4 2025 and 16 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q4 2025 was Raymond James Financial, an estimated $2.83M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q4 2025 was Polar Asset Management Partners, an estimated $6.04M sold.

Based on aggregated 13F filings for Q4 2025.