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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$842K |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$751K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$722K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$688K |
| 5 |
Morgan Stanley
New York
|
+$490K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$5.22M |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$1.96M |
| 3 |
Cohen & Steers
New York
|
-$1.7M |
| 4 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
-$625K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$531K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FGA
101
Fortis Group Advisors
Westwood,
New Jersey
| – | -$221K | -9,090 | Closed |
|
|
WAM
102
Wolverine Asset Management
Chicago,
Illinois
| – | -$188K | -8,036 | Closed |
|
103
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$92.6K | -3,958 | Closed |
|
|
BCMLT
104
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$67.3K | -2,877 | Closed |
|
|
AT
105
Avalon Trust
Santa Fe,
New Mexico
| – | -$21K | -897 | Closed |
|
|
EWM
106
Evolution Wealth Management
Fort Myers,
Florida
| – | -$15.7K | -670 | Closed |
|
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.