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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
SWM
51
SeaCrest Wealth Management
New York
$248K -$26.3K -1,143 -10%
PIA
52
Powell Investment Advisors
Florida
$242K – – –
SFS
53
Sowell Financial Services
Arkansas
$233K +$223K +9,721 New
AFP
54
Ausdal Financial Partners
Iowa
$232K +$222K +9,685 New
ASN
55
Advisory Services Network
Georgia
$219K – – –
IFWM
56
Institute for Wealth Management
Colorado
$215K -$23K -1,000 -10%
SCA
57
SMH Capital Advisors
Texas
$214K -$6.04K -263 -3%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$193K – – –
GWSG
59
GPS Wealth Strategies Group
Colorado
$180K -$5.86K -255 -3%
SPIA
60
Steward Partners Investment Advisory
New York
$176K – – –
Comerica Bank
61
Comerica Bank
Texas
$103K – – –
NS
62
NBC Securities
Alabama
$96K +$92.4K +4,021 +100,525%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$90.5K +$86.8K +3,780 New
BCMLT
64
Beacon Capital Management LLC (Tennessee)
Tennessee
$68.8K – – –
RWA
65
Redmont Wealth Advisors
Illinois
$62.5K +$60K +2,612 New
AF
66
Allworth Financial
California
$51.4K +$597 +26 +1%
PTC
67
Private Trust Company
Ohio
$47.9K – – –
Jones Financial Companies
68
Jones Financial Companies
Missouri
$47.9K +$45.9K +2,000 New
DJSG
69
D.J. St. Germain
Massachusetts
$45.9K – – –
NC
70
North Capital
Utah
$40.2K +$38.6K +1,679 New
OC
71
Oakworth Capital
Alabama
$35.9K – – –
KSB
72
Kennebec Savings Bank
Maine
$27.6K -$3.33K -145 -11%
NSIM
73
North Star Investment Management
Illinois
$23.9K – – –
JP Morgan Chase
74
JP Morgan Chase
New York
$22.7K -$10.4K -453 -32%
CFD
75
Creative Financial Designs
Indiana
$14.4K – – –
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.