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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.07M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.95M |
| 3 |
Morgan Stanley
New York
|
+$1.61M |
| 4 |
SAI
Savvy Advisors Inc
New York
|
+$657K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$523K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFSG
Newbridge Financial Services Group
Boca Raton,
Florida
|
-$2.42M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.64M |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$972K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$909K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$688K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIM
101
Karpus Investment Management
Pittsford,
New York
| – | -$283K | -11,430 | Closed |
|
102
Balyasny Asset Management
Chicago,
Illinois
| – | -$223K | -8,984 | Closed |
|
|
GWSG
103
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$186K | -7,502 | Closed |
|
104
US Bancorp
Minneapolis,
Minnesota
| – | -$79.4K | -3,201 | Closed |
|
|
NC
105
North Capital
Salt Lake City,
Utah
| – | -$41.7K | -1,680 | Closed |
|
106
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$37.6K | -1,517 | Closed |
|
|
PA
107
Parallel Advisors
San Francisco,
California
| – | -$6.29K | -253 | Closed |
|
|
PS
108
Principal Securities
Des Moines,
Iowa
| – | -$5.5K | -222 | Closed |
|
|
CWP
109
Concord Wealth Partners
Abingdon,
Virginia
| – | -$5.41K | -218 | Closed |
|
|
CVM
110
Cheviot Value Management
Beverly Hills,
California
| – | -$4.9K | -200 | Closed |
|
|
AAS
111
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$2.95K | -119 | Closed |
|
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.