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PDT

John Hancock Premium Dividend Fund

91 hedge funds and large institutions have $77.9M invested in John Hancock Premium Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

1% more funds holding

Funds holding: 9091 (+1)

0.32% less ownership

Funds ownership: 12.2%11.88% (-0.32%)

1% less capital invested

Capital invested by funds: $79M → $77.9M (-$1.11M)

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
32
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
51
Walled Lake Planning & Wealth Management
Illinois
$177K
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$167K
WAM
53
Wolverine Asset Management
Illinois
$158K +$158K +11,860 New
HWM
54
HB Wealth Management
Georgia
$157K
AFG
55
Atomi Financial Group
New York
$153K
RCM
56
Robinson Capital Management
Michigan
$133K +$133K +10,000 New
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$125K +$125K +9,403 New
BTD
58
BankPlus Trust Department
Mississippi
$119K
Comerica Bank
59
Comerica Bank
Texas
$116K +$3.75K +281 +3%
MCM
60
MAI Capital Management
Ohio
$94.5K +$600 +45 +0.6%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$44.4K +$11.9K +889 +36%
HI
62
Hoey Investments
Pennsylvania
$42.8K
FHC
63
First Horizon Corporation
Tennessee
$42.7K +$42.7K +3,200 New
CA
64
Clearstead Advisors
Ohio
$40K
HCM
65
Hollencrest Capital Management
California
$40K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$40K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$38.2K +$11.5K +864 +43%
ASN
68
Advisory Services Network
Georgia
$34.6K +$34.5K +2,591 New
SIS
69
Sound Income Strategies
Florida
$34.5K +$240 +18 +0.7%
CSC
70
Caldwell Sutter Capital
California
$27.5K
AF
71
Allworth Financial
California
$20K -$4.59K -344 -19%
FFA
72
Farther Finance Advisors
California
$16.7K +$16.7K +1,255 New
HNB
73
Huntington National Bank
Ohio
$16.2K
AAS
74
Ameritas Advisory Services
Nebraska
$13.3K
AG
75
AmeriFlex Group
Nevada
$13.3K +$13.3K +1,000 New

PDT Hedge Fund Activity: Q3 2025 in Review

91 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in John Hancock Premium Dividend Fund (PDT) for Q3 2025, worth a combined $77.9M — down 1.4% from $79M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PDT positions and 7 closed out — a net gain of 4 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $1.12M. The largest seller was Mangrove Partners, exiting entirely with an estimated $4.48M sold.

  • 91 institutional investors held John Hancock Premium Dividend Fund (PDT) as of Q3 2025, up from 90 in Q2 2025.
  • Funds reported $77.9M of John Hancock Premium Dividend Fund stock for Q3 2025, down 1.4% quarter-over-quarter.
  • 11 funds opened new John Hancock Premium Dividend Fund positions in Q3 2025 and 7 closed out, a net change of +4 holders.
  • The largest John Hancock Premium Dividend Fund buyer in Q3 2025 was First Trust Advisors, an estimated $1.12M added.
  • The largest John Hancock Premium Dividend Fund seller in Q3 2025 was Mangrove Partners, an estimated $4.48M sold.

Based on aggregated 13F filings for Q3 2025.