John Hancock Tax-Advantaged Dividend Income Fund
HTD
95 hedge funds and large institutions have $144M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 2 closing their positions.
650% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 2
16% more funds holding
Funds holding: 82 → 95 (+13)
1% more capital invested
Capital invested by funds: $142M → $144M (+$1.89M)
0.6% more ownership
Funds ownership: 16.8% → 17.4% (+0.6%)
21% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFSG
Newbridge Financial Services Group
Boca Raton,
Florida
|
+$2.19M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$867K |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$696K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$609K |
| 5 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
+$606K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$984K |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$873K |
| 3 |
LPL Financial
San Diego,
California
|
-$371K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$326K |
| 5 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$248K |
HTD Hedge Fund Activity: Q2 2025 in Review
95 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) for Q2 2025, worth a combined $144M — up 1.3% from $142M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HTD positions and 2 closed out — a net gain of 13 holders — while 22 added to existing stakes and 28 trimmed.
The largest buyer was Newbridge Financial Services Group, opening a new position worth an estimated $2.19M. The largest seller was Guggenheim Capital, cutting an estimated $984K.
- 95 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q2 2025, up from 82 in Q1 2025.
- Funds reported $144M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q2 2025, up 1.3% quarter-over-quarter.
- 15 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q2 2025 and 2 closed out, a net change of +13 holders.
- The largest John Hancock Tax-Advantaged Dividend Income Fund buyer in Q2 2025 was Newbridge Financial Services Group, an estimated $2.19M added.
- The largest John Hancock Tax-Advantaged Dividend Income Fund seller in Q2 2025 was Guggenheim Capital, an estimated $984K sold.
Based on aggregated 13F filings for Q2 2025.