HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

Overview Fund Activity

82 hedge funds and large institutions have $143M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 16 closing their positions.

Holders
82
Holders Change
-10
Holders Change %
-10.87%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$6.67M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$11.8M
3
GC
3
Guggenheim Capital
Illinois
$9.73M
4
CWM
4
Congress Wealth Management
Massachusetts
$604K
5
LPL Financial
5
LPL Financial
California
$6.98M

Top Sellers

1
AA
1
AQR Arbitrage
Connecticut
$3.78M
2
Bank of America
2
Bank of America
North Carolina
$7.18M
3
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.06M
5
KIM
5
Karpus Investment Management
New York
$5.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$735K 30,721 +11,169 +57%
MAG
27
MRA Advisory Group
New Jersey
$689K 28,773 -417 -1%
1CP
28
1607 Capital Partners
Virginia
$688K 28,731 -11,198 -28%
FNBOMD
29
First National Bank of Mount Dora
Florida
$665K 27,800 – –
Ameriprise
30
Ameriprise
Minnesota
$617K 25,797 +8,479 +49%
CWM
31
Congress Wealth Management
Massachusetts
$604K 25,221 +25,221 New
Calamos Advisors
32
Calamos Advisors
Illinois
$584K 24,400 -976 -4%
Walleye Capital
33
Walleye Capital
New York
$581K 24,259 -4,647 -16%
MA
34
Mutual Advisors
Nebraska
$544K 23,979 +163 +0.7%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$542K 22,640 +6,571 +41%
NFG
36
Nations Financial Group
Iowa
$511K 21,340 -735 -3%
SWM
37
Spire Wealth Management
Virginia
$498K 20,807 +3,333 +19%
GWM
38
Geneos Wealth Management
Colorado
$438K 18,300 +12,450 +213%
FFS
39
Founders Financial Securities
Maryland
$428K 18,915 -2,300 -11%
Lido Advisors
40
Lido Advisors
California
$420K 17,567 +4,900 +39%
NA
41
NewEdge Advisors
Louisiana
$400K 16,711 -1,105 -6%
AFM
42
Abbot Financial Management
Massachusetts
$373K 15,600 – –
PAG
43
Private Advisor Group
New Jersey
$327K 13,662 -2,868 -17%
KWM
44
Kingsview Wealth Management
Oregon
$304K 12,690 +233 +2%
AAS
45
Avantax Advisory Services
Texas
$301K 12,598 +213 +2%
PI
46
PFG Investments
New York
$288K 12,053 +6 +0%
MA
47
Mezzasalma Advisors
New Jersey
$283K 11,824 -477 -4%
CI
48
Conning Inc
Connecticut
$267K 11,150 – –
A
49
Argentarii
Ohio
$259K 10,823 – –
US Bancorp
50
US Bancorp
Minnesota
$256K 10,701 – –
1
2
3 4