John Hancock Tax-Advantaged Dividend Income Fund
HTD
82 hedge funds and large institutions have $142M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 16 closing their positions.
8% more capital invested
Capital invested by funds: $132M → $142M (+$10.8M)
4% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 24
0.07% less ownership
Funds ownership: 16.87% → 16.8% (-0.07%)
11% less funds holding
Funds holding: 92 → 82 (-10)
44% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$988K |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$846K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$705K |
| 4 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$579K |
| 5 |
LPL Financial
San Diego,
California
|
+$576K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$1.16M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.04M |
| 3 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$928K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$525K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$318K |
HTD Hedge Fund Activity: Q1 2025 in Review
82 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) for Q1 2025, worth a combined $142M — up 8.2% from $132M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of HTD and 9 opened new positions — a net loss of 7 holders — while 24 trimmed existing stakes and 25 added.
The largest buyer was Wells Fargo, adding an estimated $988K. The largest seller was AQR Arbitrage, cutting an estimated $1.16M.
- 82 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q1 2025, down from 92 in Q4 2024.
- Funds reported $142M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q1 2025, up 8.2% quarter-over-quarter.
- 9 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q1 2025 and 16 closed out, a net change of -7 holders.
- The largest John Hancock Tax-Advantaged Dividend Income Fund buyer in Q1 2025 was Wells Fargo, an estimated $988K added.
- The largest John Hancock Tax-Advantaged Dividend Income Fund seller in Q1 2025 was AQR Arbitrage, an estimated $1.16M sold.
Based on aggregated 13F filings for Q1 2025.