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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
Invesco
1
Invesco
Georgia
$10M +$878K +65,838 +10%
Cohen & Steers
2
Cohen & Steers
New York
$10M
GC
3
Guggenheim Capital
Illinois
$9.5M +$748K +56,092 +9%
AWM
4
Axxcess Wealth Management
California
$6.8M +$298K +22,316 +5%
LPL Financial
5
LPL Financial
California
$4.63M -$435K -32,616 -9%
Morgan Stanley
6
Morgan Stanley
New York
$3.34M +$437K +32,744 +15%
CA
7
Cornerstone Advisors
North Carolina
$3.23M +$143K +10,700 +5%
PFA
8
Pathway Financial Advisers
Indiana
$3.04M +$26K +1,947 +0.9%
SWP
9
Stratos Wealth Partners
Ohio
$1.88M -$39.2K -2,939 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.44M -$128K -9,565 -8%
SFS
11
Shaker Financial Services
Virginia
$1.31M +$1.03M +77,357 +367%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.27M -$3.63K -272 -0.3%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.25M +$37.8K +2,833 +3%
KAS
14
Kestra Advisory Services
Texas
$1.22M +$43.2K +3,242 +4%
Wells Fargo
15
Wells Fargo
California
$1.18M -$1.87M -140,421 -61%
First Trust Advisors
16
First Trust Advisors
Illinois
$1.12M +$1.12M +84,033 New
SA
17
Sovran Advisors
California
$1.05M -$50.4K -3,777 -4%
UBS Group
18
UBS Group
Switzerland
$823K +$188K +14,108 +30%
AAM
19
Advisors Asset Management
Colorado
$796K +$1.83K +137 +0.2%
AFP
20
Ausdal Financial Partners
Iowa
$753K +$1.41K +106 +0.2%
WFA
21
Websterrogers Financial Advisors
South Carolina
$694K
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$645K +$115K +8,636 +22%
P
23
&Partners
Tennessee
$625K +$41.6K +3,118 +7%
SPIA
24
Steward Partners Investment Advisory
New York
$608K +$72.8K +5,459 +14%
SLC
25
Second Line Capital
Louisiana
$577K -$10.6K -797 -2%

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.