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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
CI
51
Conning Inc
Connecticut
$264K – – –
A
52
Argentarii
Ohio
$256K – – –
BEI
53
Benjamin Edwards Inc
Missouri
$250K +$258K +10,555 New
CIA
54
Concurrent Investment Advisors
Florida
$240K -$5.91K -242 -2%
PIA
55
Powell Investment Advisors
Florida
$239K – – –
LSC
56
Logan Stone Capital
Illinois
$234K +$241K +9,881 New
SFS
57
Sowell Financial Services
Arkansas
$228K +$1.34K +55 +0.6%
AFP
58
Ausdal Financial Partners
Iowa
$219K +$7.18K +294 +3%
ASN
59
Advisory Services Network
Georgia
$217K – – –
IFWM
60
Institute for Wealth Management
Colorado
$213K – – –
SOS
61
Silver Oak Securities
Tennessee
$211K +$440 +18 +0.2%
SCA
62
SMH Capital Advisors
Texas
$207K -$1.44K -59 -0.7%
KAS
63
Kestra Advisory Services
Texas
$184K +$190K +7,758 New
SPIA
64
Steward Partners Investment Advisory
New York
$154K +$12.2K +500 +8%
NA
65
NewEdge Advisors
Louisiana
$124K -$284K -11,629 -69%
AF
66
Allworth Financial
California
$98.5K +$733 +30 +0.7%
NS
67
NBC Securities
Alabama
$95.2K – – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$68.3K -$14.3K -585 -17%
Comerica Bank
69
Comerica Bank
Texas
$66.2K -$31.8K -1,300 -32%
RWA
70
Redmont Wealth Advisors
Illinois
$61.8K – – –
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$58.6K -$1.29K -53 -2%
FHC
72
First Horizon Corporation
Tennessee
$58.4K – – –
GAFA
73
Garton & Associates Financial Advisors
Kentucky
$55.4K +$57.2K +2,342 New
AAP
74
Arax Advisory Partners
Colorado
$54.3K +$51.1K +2,092 +1,041%
PTC
75
Private Trust Company
Ohio
$47.3K – – –
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.