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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
1CP
51
1607 Capital Partners
Virginia
$292K -$308K -12,666 -52%
GWM
52
Geneos Wealth Management
Colorado
$290K – – –
KIM
53
Karpus Investment Management
New York
$283K -$5.22M -214,606 -95%
MPIA
54
Milestones Private Investment Advisors
New York
$281K – – –
CI
55
Conning Inc
Connecticut
$277K – – –
A
56
Argentarii
Ohio
$268K – – –
CIA
57
Concurrent Investment Advisors
Florida
$258K +$253K +10,385 New
PIA
58
Powell Investment Advisors
Florida
$250K – – –
SFS
59
Sowell Financial Services
Arkansas
$237K +$1.29K +53 +0.6%
ASN
60
Advisory Services Network
Georgia
$227K – – –
IFWM
61
Institute for Wealth Management
Colorado
$223K – – –
Balyasny Asset Management
62
Balyasny Asset Management
Illinois
$223K +$218K +8,984 New
AFP
63
Ausdal Financial Partners
Iowa
$222K +$4.45K +183 +2%
SCA
64
SMH Capital Advisors
Texas
$219K +$1.85K +76 +0.9%
SOS
65
Silver Oak Securities
Tennessee
$218K +$214K +8,800 New
GWSG
66
GPS Wealth Strategies Group
Colorado
$186K – – –
SPIA
67
Steward Partners Investment Advisory
New York
$149K -$36.5K -1,500 -20%
AF
68
Allworth Financial
California
$102K +$44.5K +1,830 +79%
Comerica Bank
69
Comerica Bank
Texas
$102K +$9.73K +400 +11%
NS
70
NBC Securities
Alabama
$99.8K – – –
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$86.1K -$60.5K -2,489 -42%
US Bancorp
72
US Bancorp
Minnesota
$79.4K -$182K -7,500 -70%
RWA
73
Redmont Wealth Advisors
Illinois
$64.8K – – –
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$62.8K +$61.5K +2,531 New
FHC
75
First Horizon Corporation
Tennessee
$61.3K +$60.1K +2,470 New
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.