John Hancock Tax-Advantaged Dividend Income Fund
HTD
96 hedge funds and large institutions have $142M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 17 closing their positions.
12% more capital inflows, than outflows
Capital inflows: $12.4M | Capital outflows: $11M
8% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 26
0.17% more ownership
Funds ownership: 16.72% → 16.88% (+0.17%)
0% more funds holding
Funds holding: 96 → 96 (0)
0% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Shaker Financial Services
Arlington,
Virginia
|
+$2.07M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.95M |
| 3 |
Morgan Stanley
New York
|
+$1.61M |
| 4 |
Savvy Advisors Inc
New York
|
+$657K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$523K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Newbridge Financial Services Group
Boca Raton,
Florida
|
-$2.42M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.64M |
| 3 |
AQR Arbitrage
Greenwich,
Connecticut
|
-$972K |
| 4 |
Guggenheim Capital
Chicago,
Illinois
|
-$909K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$688K |
HTD Hedge Fund Activity: Q4 2025 in Review
96 of the 8,294 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 $142M — down 3.6% from $147M a quarter earlier.
Fund positioning in HTD was balanced in Q4 2025: 17 funds opened new positions, 17 closed out, 28 added to existing stakes and 26 trimmed.
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.
- 96 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $142M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q4 2025, down 3.6% quarter-over-quarter.
- 17 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q4 2025 and 17 closed out, a net change of 0 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.