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PDT

John Hancock Premium Dividend Fund

90 hedge funds and large institutions have $79M invested in John Hancock Premium Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 8890 (+2)

1.41% less ownership

Funds ownership: 13.61%12.2% (-1.4%)

10% less capital invested

Capital invested by funds: $87.5M → $79M (-$8.47M)

28% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 29

Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
21
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$523K -$138K -10,867 -21%
Calamos Advisors
27
Calamos Advisors
Illinois
$499K -$41.9K -3,292 -8%
IAIM
28
International Assets Investment Management
Florida
$478K +$891 +70 +0.2%
MWA
29
Medallion Wealth Advisors
Connecticut
$475K +$9.72K +763 +2%
Bank of America
30
Bank of America
North Carolina
$474K -$175K -13,776 -28%
HW
31
Hancock Whitney
Mississippi
$473K +$457K +35,920 New
BIG
32
Brookwood Investment Group
Arizona
$382K -$12.5K -983 -3%
Raymond James Financial
33
Raymond James Financial
Florida
$376K +$30.9K +2,425 +9%
NFSG
34
Newbridge Financial Services Group
Florida
$368K +$356K +27,922 New
CPSC
35
Carl P. Sherr & Co
Massachusetts
$338K
MA
36
Mezzasalma Advisors
New Jersey
$303K +$5.54K +435 +2%
SHF
37
Safe Harbor Fiduciary
Florida
$284K
SFS
38
Shaker Financial Services
Virginia
$278K -$1.26M -99,320 -82%
SFS
39
Sowell Financial Services
Arkansas
$267K +$3.55K +279 +1%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$244K -$15.4K -1,211 -6%
MFG
41
Merit Financial Group
Georgia
$233K +$1.86K +146 +0.8%
MWM
42
Melfa Wealth Management
Massachusetts
$219K
MFWP
43
Mosaic Family Wealth Partners
Missouri
$213K
IFG
44
Independent Financial Group
California
$200K +$193K +15,179 New
PCIA
45
Prime Capital Investment Advisors
Kansas
$188K +$535 +42 +0.3%
JWCA
46
J.W. Cole Advisors
Florida
$184K +$7.97K +626 +5%
Walleye Capital
47
Walleye Capital
New York
$183K -$452K -35,506 -72%
ACM
48
Arlington Capital Management
Illinois
$182K -$16.3K -1,283 -9%
RAM
49
Readystate Asset Management
Illinois
$176K -$153K -11,990 -47%
WLPWM
50
Walled Lake Planning & Wealth Management
Illinois
$175K +$169K +13,261 New

PDT Hedge Fund Activity: Q2 2025 in Review

90 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in John Hancock Premium Dividend Fund (PDT) for Q2 2025, worth a combined $79M — down 9.7% from $87.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PDT positions and 9 closed out — a net gain of 3 holders — while 21 added to existing stakes and 29 trimmed.

The largest buyer was Hancock Whitney, opening a new position worth an estimated $457K. The largest seller was Mangrove Partners, cutting an estimated $4.34M.

  • 90 institutional investors held John Hancock Premium Dividend Fund (PDT) as of Q2 2025, up from 88 in Q1 2025.
  • Funds reported $79M of John Hancock Premium Dividend Fund stock for Q2 2025, down 9.7% quarter-over-quarter.
  • 12 funds opened new John Hancock Premium Dividend Fund positions in Q2 2025 and 9 closed out, a net change of +3 holders.
  • The largest John Hancock Premium Dividend Fund buyer in Q2 2025 was Hancock Whitney, an estimated $457K added.
  • The largest John Hancock Premium Dividend Fund seller in Q2 2025 was Mangrove Partners, an estimated $4.34M sold.

Based on aggregated 13F filings for Q2 2025.