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HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

96 hedge funds and large institutions have $147M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

1% more funds holding

Funds holding: 95 → 96 (+1)

2% more capital invested

Capital invested by funds: $144M → $147M (+$2.58M)

0.69% less ownership

Funds ownership: 17.4% → 16.72% (-0.69%)

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
32
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$842K
2
WIA
World Investment Advisors
California
+$751K
3
UBS Group
UBS Group
Switzerland
+$722K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$688K
5
Morgan Stanley
Morgan Stanley
New York
+$490K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$5.22M
2
AA
AQR Arbitrage
Connecticut
-$1.96M
3
Cohen & Steers
Cohen & Steers
New York
-$1.7M
4
RAM
Readystate Asset Management
Illinois
-$625K
5
Invesco
Invesco
Georgia
-$531K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$753K -$394K -16,201 -35%
PFO
27
PMG Family Office
Texas
$708K +$694K +28,549 New
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$701K -$353K -14,527 -34%
MAG
29
MRA Advisory Group
New Jersey
$698K -$1.53K -63 -0.2%
FNBOMD
30
First National Bank of Mount Dora
Florida
$689K – – –
Calamos Advisors
31
Calamos Advisors
Illinois
$678K +$119K +4,880 +22%
PFA
32
Presper Financial Architects
Ohio
$670K -$13.3K -548 -2%
MA
33
Mutual Advisors
Nebraska
$607K +$1.31K +54 +0.2%
Walleye Capital
34
Walleye Capital
New York
$559K -$111K -4,561 -17%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$551K -$11.8K -486 -2%
NFG
36
Nations Financial Group
Iowa
$548K – – –
Ameriprise
37
Ameriprise
Minnesota
$538K -$78.3K -3,221 -13%
P
38
&Partners
Tennessee
$488K +$47.4K +1,951 +11%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$481K -$15K -615 -3%
FFS
40
Founders Financial Securities
Maryland
$469K – – –
SFS
41
Shaker Financial Services
Virginia
$449K -$130K -5,348 -23%
NA
42
NewEdge Advisors
Louisiana
$419K +$1.85K +76 +0.5%
Jane Street
43
Jane Street
New York
$400K +$392K +16,138 New
AFM
44
Abbot Financial Management
Massachusetts
$387K – – –
PIWA
45
Prevail Innovative Wealth Advisors
Kansas
$384K +$377K +15,494 New
PI
46
PFG Investments
New York
$354K -$16.9K -694 -5%
PAG
47
Private Advisor Group
New Jersey
$340K +$1.51K +62 +0.5%
KWM
48
Kingsview Wealth Management
Oregon
$322K +$3.28K +135 +1%
Lido Advisors
49
Lido Advisors
California
$314K -$119K -4,900 -28%
MA
50
Mezzasalma Advisors
New Jersey
$304K +$5.71K +235 +2%
1
2
3 4 5

HTD Hedge Fund Activity: Q3 2025 in Review

96 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) for Q3 2025, worth a combined $147M — up 1.8% from $144M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HTD positions and 9 closed out — a net gain of 3 holders — while 32 added to existing stakes and 24 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $842K. The largest seller was Karpus Investment Management, cutting an estimated $5.22M.

  • 96 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q3 2025, up from 95 in Q2 2025.
  • Funds reported $147M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q3 2025, up 1.8% quarter-over-quarter.
  • 12 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q3 2025 and 9 closed out, a net change of +3 holders.
  • The largest John Hancock Tax-Advantaged Dividend Income Fund buyer in Q3 2025 was Osaic Holdings, an estimated $842K added.
  • The largest John Hancock Tax-Advantaged Dividend Income Fund seller in Q3 2025 was Karpus Investment Management, an estimated $5.22M sold.

Based on aggregated 13F filings for Q3 2025.