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HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

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.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $132M → $143M (+$11.1M)

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

0.03% less ownership

Funds ownership: 16.87% → 16.84% (-0.03%)

11% less funds holding

Funds holding: 92 → 82 (-10)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
82
Holders Change
-10
Holders Change %
-10.87%
% of All Funds
1.1%
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

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$988K
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$846K
3
GC
Guggenheim Capital
Illinois
+$705K
4
CWM
Congress Wealth Management
Massachusetts
+$579K
5
LPL Financial
LPL Financial
California
+$576K

Top Sellers

Rank Fund Capital Flow
1
AA
AQR Arbitrage
Connecticut
-$1.16M
2
Bank of America
Bank of America
North Carolina
-$1.04M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
-$928K
4
Osaic Holdings
Osaic Holdings
Arizona
-$525K
5
KIM
Karpus Investment Management
New York
-$318K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$735K +$257K +11,169 +57%
MAG
27
MRA Advisory Group
New Jersey
$689K -$9.58K -417 -1%
1CP
28
1607 Capital Partners
Virginia
$688K -$257K -11,198 -28%
FNBOMD
29
First National Bank of Mount Dora
Florida
$665K – – –
Ameriprise
30
Ameriprise
Minnesota
$617K +$195K +8,479 +49%
CWM
31
Congress Wealth Management
Massachusetts
$604K +$579K +25,221 New
Calamos Advisors
32
Calamos Advisors
Illinois
$584K -$22.4K -976 -4%
Walleye Capital
33
Walleye Capital
New York
$581K -$107K -4,647 -16%
MA
34
Mutual Advisors
Nebraska
$544K +$3.75K +163 +0.7%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$542K +$151K +6,571 +41%
NFG
36
Nations Financial Group
Iowa
$511K -$16.9K -735 -3%
SWM
37
Spire Wealth Management
Virginia
$498K +$76.6K +3,333 +19%
GWM
38
Geneos Wealth Management
Colorado
$438K +$286K +12,450 +213%
FFS
39
Founders Financial Securities
Maryland
$428K -$52.8K -2,300 -11%
Lido Advisors
40
Lido Advisors
California
$420K +$113K +4,900 +39%
NA
41
NewEdge Advisors
Louisiana
$400K -$25.4K -1,105 -6%
AFM
42
Abbot Financial Management
Massachusetts
$373K – – –
PAG
43
Private Advisor Group
New Jersey
$327K -$65.9K -2,868 -17%
KWM
44
Kingsview Wealth Management
Oregon
$304K +$5.35K +233 +2%
AAS
45
Avantax Advisory Services
Texas
$301K +$4.89K +213 +2%
PI
46
PFG Investments
New York
$288K +$138 +6 +0%
MA
47
Mezzasalma Advisors
New Jersey
$283K -$11K -477 -4%
CI
48
Conning Inc
Connecticut
$267K – – –
A
49
Argentarii
Ohio
$259K – – –
US Bancorp
50
US Bancorp
Minnesota
$256K – – –
1
2
3 4

HTD Hedge Fund Activity: Q1 2025 in Review

82 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) for Q1 2025, worth a combined $143M — up 8.4% from $132M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HTD and 9 opened new positions — a net loss of 7 holders — while 24 trimmed existing stakes and 26 added.

The largest buyer was Wells Fargo, adding an estimated $988K. The largest seller was AQR Arbitrage, cutting an estimated $1.16M.

  • 82 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q1 2025, down from 92 in Q4 2024.
  • Funds reported $143M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q1 2025, up 8.4% quarter-over-quarter.
  • 9 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q1 2025 and 16 closed out, a net change of -7 holders.
  • The largest John Hancock Tax-Advantaged Dividend Income Fund buyer in Q1 2025 was Wells Fargo, an estimated $988K added.
  • The largest John Hancock Tax-Advantaged Dividend Income Fund seller in Q1 2025 was AQR Arbitrage, an estimated $1.16M sold.

Based on aggregated 13F filings for Q1 2025.