HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

Overview Fund Activity

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.

Holders
82
Holders Change
-10
Holders Change %
-10.87%
% of All Funds
1.11%
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

1
Wells Fargo
1
Wells Fargo
California
$6.67M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$11.8M
3
GC
3
Guggenheim Capital
Illinois
$9.73M
4
CWM
4
Congress Wealth Management
Massachusetts
$604K
5
LPL Financial
5
LPL Financial
California
$6.98M

Top Sellers

1
AA
1
AQR Arbitrage
Connecticut
$3.78M
2
Bank of America
2
Bank of America
North Carolina
$7.18M
3
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.06M
5
KIM
5
Karpus Investment Management
New York
$5.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$12K 500 -690 -58%
AG
77
AmeriFlex Group
Nevada
$12K 500 – –
ME
78
McIlrath & Eck
Washington
$12K 500 – –
PS
79
Principal Securities
Iowa
$10.4K 471 – –
CVM
80
Cheviot Value Management
California
$4.56K 200 +200 New
CWP
81
Concord Wealth Partners
Virginia
$1.99K 83 +83 New
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$1.39K 58 – –
CAM
83
Creekmur Asset Management
Illinois
– – – –
PAMP
84
Polar Asset Management Partners
Ontario, Canada
– – -42,152 Closed
SFS
85
Shaker Financial Services
Virginia
– – -14,000 Closed
CA
86
Cornerstone Advisors
North Carolina
– – -13,790 Closed
CCG
87
Capital CS Group
California
– – -12,459 Closed
HighTower Advisors
88
HighTower Advisors
Illinois
– – -11,495 Closed
RAM
89
Readystate Asset Management
Illinois
– – -11,162 Closed
Truist Financial
90
Truist Financial
North Carolina
– – -9,990 Closed
VWM
91
Venturi Wealth Management
Texas
– – -5,328 Closed
EC
92
Elequin Capital
New York
– – -2,089 Closed
WT
93
Washington Trust
Rhode Island
– – -1,500 Closed
OP
94
ORG Partners
Indiana
– – -552 Closed
EPW
95
Endeavor Private Wealth
Kansas
– – -475 Closed
PWA
96
Provenance Wealth Advisors
Florida
– – -386 Closed
PA
97
Parallel Advisors
California
– – -344 Closed
WA
98
WPG Advisers
Maryland
– – -6 Closed
Fidelity Investments
99
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
100
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4