We are live on ! Find out more
HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

94 hedge funds and large institutions have $141M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

0.12% more ownership

Funds ownership: 16.72% → 16.84% (+0.12%)

4% less capital invested

Capital invested by funds: $147M → $141M (-$5.72M)

2% less funds holding

Funds holding: 96 → 94 (-2)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
26
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$2.07M
2
LPL Financial
LPL Financial
California
+$1.95M
3
Morgan Stanley
Morgan Stanley
New York
+$1.61M
4
SAI
Savvy Advisors Inc
New York
+$657K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$523K

Top Sellers

Rank Fund Capital Flow
1
NFSG
Newbridge Financial Services Group
Florida
-$2.42M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.64M
3
AA
AQR Arbitrage
Connecticut
-$972K
4
GC
Guggenheim Capital
Illinois
-$909K
5
Invesco
Invesco
Georgia
-$688K
Name Holding Trade Value Shares
Change 		Change in
Stake
DG
26
Diesslin Group
Texas
$755K +$779K +31,893 New
SWM
27
Spire Wealth Management
Virginia
$753K +$19.4K +796 +3%
WIA
28
World Investment Advisors
California
$707K -$24.8K -1,016 -3%
P
29
&Partners
Tennessee
$703K +$245K +10,048 +51%
PFO
30
PMG Family Office
Texas
$675K -$24 -1 -0%
MAG
31
MRA Advisory Group
New Jersey
$660K -$6.38K -261 -0.9%
FNBOMD
32
First National Bank of Mount Dora
Florida
$658K – – –
SAI
33
Savvy Advisors Inc
New York
$636K +$657K +26,895 New
MA
34
Mutual Advisors
Nebraska
$588K +$10.2K +418 +2%
Ameriprise
35
Ameriprise
Minnesota
$552K +$40.1K +1,642 +8%
NFG
36
Nations Financial Group
Iowa
$523K – – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$497K -$29.3K -1,200 -5%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$469K +$10.7K +439 +2%
FFS
39
Founders Financial Securities
Maryland
$448K – – –
AFM
40
Abbot Financial Management
Massachusetts
$369K – – –
HWAM
41
Hennion & Walsh Asset Management
New Jersey
$364K -$315K -12,887 -46%
PI
42
PFG Investments
New York
$329K -$8.74K -358 -3%
PAG
43
Private Advisor Group
New Jersey
$327K +$3.08K +126 +0.9%
KWM
44
Kingsview Wealth Management
Oregon
$312K +$4.86K +199 +2%
Lido Advisors
45
Lido Advisors
California
$300K – – –
MA
46
Mezzasalma Advisors
New Jersey
$298K +$5.81K +238 +2%
Jane Street
47
Jane Street
New York
$278K -$107K -4,388 -27%
MML Investors Services
48
MML Investors Services
Massachusetts
$278K +$287K +11,739 New
GWM
49
Geneos Wealth Management
Colorado
$277K – – –
MPIA
50
Milestones Private Investment Advisors
New York
$268K – – –
1
2
3 4 5

HTD Hedge Fund Activity: Q4 2025 in Review

94 of the 8,226 institutional investors tracked by Wall St. Rank reported a position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) for Q4 2025, worth a combined $141M — down 3.9% from $147M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HTD and 15 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 28 added.

The largest buyer was Shaker Financial Services, adding an estimated $2.07M. The largest seller was Newbridge Financial Services Group, exiting entirely with an estimated $2.42M sold.

  • 94 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q4 2025, down from 96 in Q3 2025.
  • Funds reported $141M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q4 2025, down 3.9% quarter-over-quarter.
  • 15 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q4 2025 and 17 closed out, a net change of -2 holders.
  • The largest John Hancock Tax-Advantaged Dividend Income Fund buyer in Q4 2025 was Shaker Financial Services, an estimated $2.07M added.
  • The largest John Hancock Tax-Advantaged Dividend Income Fund seller in Q4 2025 was Newbridge Financial Services Group, an estimated $2.42M sold.

Based on aggregated 13F filings for Q4 2025.