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HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

95 hedge funds and large institutions have $144M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

16% more funds holding

Funds holding: 82 → 95 (+13)

1% more capital invested

Capital invested by funds: $143M → $144M (+$1.59M)

0.56% more ownership

Funds ownership: 16.84% → 17.4% (+0.56%)

28% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 29

Holders
95
Holders Change
+13
Holders Change %
+15.85%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
21
Reduced
29
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NFSG
Newbridge Financial Services Group
Florida
+$2.19M
2
Osaic Holdings
Osaic Holdings
Arizona
+$867K
3
SA
Sanctuary Advisors
Indiana
+$696K
4
Invesco
Invesco
Georgia
+$609K
5
RAM
Readystate Asset Management
Illinois
+$606K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$984K
2
AA
AQR Arbitrage
Connecticut
-$873K
3
LPL Financial
LPL Financial
California
-$371K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$326K
5
SWM
SeaCrest Wealth Management
New York
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$1M -$28.7K -1,269 -3%
SA
27
Sanctuary Advisors
Indiana
$719K +$696K +30,735 New
CWM
28
Congress Wealth Management
Massachusetts
$695K +$102K +4,507 +18%
MAG
29
MRA Advisory Group
New Jersey
$660K -$12.8K -565 -2%
FNBOMD
30
First National Bank of Mount Dora
Florida
$650K – – –
PFA
31
Presper Financial Architects
Ohio
$645K +$624K +27,574 New
Walleye Capital
32
Walleye Capital
New York
$634K +$64.3K +2,841 +12%
RAM
33
Readystate Asset Management
Illinois
$625K +$606K +26,741 New
SWM
34
Spire Wealth Management
Virginia
$594K +$104K +4,597 +22%
MA
35
Mutual Advisors
Nebraska
$589K +$8.67K +383 +2%
Ameriprise
36
Ameriprise
Minnesota
$583K -$20.2K -893 -3%
1CP
37
1607 Capital Partners
Virginia
$571K -$97.4K -4,300 -15%
SFS
38
Shaker Financial Services
Virginia
$548K +$531K +23,443 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$531K -$182K -8,016 -26%
Calamos Advisors
40
Calamos Advisors
Illinois
$525K -$44.2K -1,952 -8%
NFG
41
Nations Financial Group
Iowa
$517K +$17K +750 +4%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$468K -$59.5K -2,626 -12%
FFS
43
Founders Financial Securities
Maryland
$442K – – –
P
44
&Partners
Tennessee
$414K +$401K +17,717 New
Lido Advisors
45
Lido Advisors
California
$411K – – –
NA
46
NewEdge Advisors
Louisiana
$393K +$2.06K +91 +0.5%
AFM
47
Abbot Financial Management
Massachusetts
$365K – – –
PI
48
PFG Investments
New York
$350K +$65.8K +2,907 +24%
PAG
49
Private Advisor Group
New Jersey
$319K -$657 -29 -0.2%
KWM
50
Kingsview Wealth Management
Oregon
$301K +$4.03K +178 +1%
1
2
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HTD Hedge Fund Activity: Q2 2025 in Review

95 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) for Q2 2025, worth a combined $144M — up 1.1% from $143M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HTD positions and 2 closed out — a net gain of 13 holders — while 21 added to existing stakes and 29 trimmed.

The largest buyer was Newbridge Financial Services Group, opening a new position worth an estimated $2.19M. The largest seller was Guggenheim Capital, cutting an estimated $984K.

  • 95 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q2 2025, up from 82 in Q1 2025.
  • Funds reported $144M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q2 2025, up 1.1% quarter-over-quarter.
  • 15 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q2 2025 and 2 closed out, a net change of +13 holders.
  • The largest John Hancock Tax-Advantaged Dividend Income Fund buyer in Q2 2025 was Newbridge Financial Services Group, an estimated $2.19M added.
  • The largest John Hancock Tax-Advantaged Dividend Income Fund seller in Q2 2025 was Guggenheim Capital, an estimated $984K sold.

Based on aggregated 13F filings for Q2 2025.