J
John Hancock Tax-Advantaged Dividend Income Fund
HTD • NYSE
John Hancock Tax-Advantaged Dividend Income Fund is a publicly traded company on NYSE. As of Q3 2025, 87 institutional investors hold shares in this company, with total holdings valued at $134.8M. UBS Group AG is the largest holder with a position valued at $18.5M.
Websitejhinvestments.com
Overview
Overview of institutional ownership in HTD as of Q3 2025
All Institutions
- Institutions
- 87
- Value Held
- $134.8M
- Shares Held
- 5.4M
- Avg Position
- $1.5M
- Median Position
- $290.2K
Hedge Funds
- Hedge Funds
- 4
- Value Held
- $2.0M
- Shares Held
- 82.5K
- Avg Position
- $511.5K
- Median Position
- $425.4K
Biggest Investors
Institutions with the largest positions in HTD as of Q3 2025
| Institution | Position Value |
|---|---|
 UBS Group AG Institution | $18.5M 0.00% of portfolio |
 Invesco Ltd. ETF Provider | $13.0M 0.00% of portfolio |
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $11.9M 0.02% of portfolio |
 MORGAN STANLEY RIA/Wealth | $10.3M 0.00% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $9.2M 0.07% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $7.5M 0.00% of portfolio |
L LPL Financial LLC Institution | $7.2M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $7.0M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $6.9M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $4.9M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for HTD in Q3 2025
- Traded
- +$1.7M
- Buyers
- 43
- Sellers
- 27
- Total Bought
- +$7.7M
- Total Sold
- −$6.1M
- Avg Position
- $1.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
A Advisor Group Holdings, Inc. Institution | +$852.7K +34.6K shares |
 Pensionmark Financial Group, LLC Pension/Endowment | +$766.0K +30.9K shares |
UBS Group AG Institution | +$736.1K +29.7K shares |
 Presper Financial Architects, LLC RIA/Wealth | +$670.2K +-548.0 shares |
MORGAN STANLEY RIA/Wealth | +$499.4K +20.1K shares |
 FIRST TRUST ADVISORS LP ETF Provider | +$418.7K +16.9K shares |
 Cetera Investment Advisers RIA/Wealth | +$410.0K +16.5K shares |
J JANE STREET GROUP, LLC Institution | +$400.2K +16.1K shares |
 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth | +$384.3K +15.5K shares |
L LPL Financial LLC Institution | +$353.4K +14.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 CNH PARTNERS LLC Hedge Fund•Multi-Strategy | −$2.0M −80.4K shares |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | −$625.5K −26.7K shares |
Invesco Ltd. ETF Provider | −$541.2K −21.8K shares |
BANK OF AMERICA CORP /DE/ Institution | −$390.7K −15.8K shares |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | −$360.3K −14.5K shares |
 1607 Capital Partners, LLC Hedge Fund•Sector | −$314.1K −12.7K shares |
C Cornerstone Advisors, LLC Institution | −$240.7K −10.3K shares |
 Fortis Group Advisors, LLC RIA/Wealth | −$220.6K −9.1K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$188.0K −8.0K shares |
 US BANCORP \DE\ Institution | −$186.0K −7.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited HTD in Q3 2025
- New Positions
- 10
- New Value
- $2.7M
- Exited Positions
- 8
- Exited Value
- $1.5M
New Positions
| Institution | Position Value |
|---|---|
Pensionmark Financial Group, LLC Pension/Endowment | $766.0K 30.9K shares |
Presper Financial Architects, LLC RIA/Wealth | $670.2K 27.0K shares |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth | $384.3K 15.5K shares |
 Concurrent Investment Advisors, LLC RIA/Wealth | $257.5K 10.4K shares |
 BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $222.8K 9.0K shares |
 SILVER OAK SECURITIES, Inc RIA/Wealth | $218.2K 8.8K shares |
 NBC SECURITIES, INC. RIA/Wealth | $99.8K 4.0K shares |
 FIRST HORIZON NATIONAL CORP RIA/Wealth | $61.3K 2.5K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $5.0K 201.0 shares |
 COHEN & STEERS INC Institution | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | $625.5K 26.7K shares |
C Cornerstone Advisors, LLC Institution | $240.7K 10.3K shares |
Fortis Group Advisors, LLC RIA/Wealth | $220.6K 9.1K shares |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $188.0K 8.0K shares |
 FIFTH THIRD BANCORP Institution | $92.6K 4.0K shares |
B Beacon Capital Management, LLC RIA/Wealth | $67.3K 2.9K shares |
A Avalon Trust Co Institution | $21.0K 897.0 shares |
COHEN & STEERS INC Institution | - 72.8K shares |
Options Activity
Institutions with the largest Call and Put options positions in HTD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with HTD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 SMH CAPITAL ADVISORS INC RIA/Wealth | 0.87% $219.2K |
 Samalin Investment Counsel, LLC RIA/Wealth | 0.42% $1.2M |
Presper Financial Architects, LLC RIA/Wealth | 0.39% $670.2K |
 Newbridge Financial Services Group, Inc. RIA/Wealth | 0.36% $2.4M |
 Live Oak Private Wealth LLC RIA/Wealth | 0.35% $2.5M |
 Morris Retirement Advisors, LLC RIA/Wealth | 0.30% $698.0K |
M | 0.19% $280.5K |
A Abbot Financial Management, Inc. RIA/Wealth | 0.17% $386.9K |
 Shaker Financial Services, LLC RIA/Wealth | 0.15% $448.8K |
 Argentarii, LLC RIA/Wealth | 0.11% $268.4K |
Hedge Fund Spotlight
Discover hedge funds investing in HTD
BALYASNY ASSET MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDmitry Balyasny
- Portfolio Value
- $48.1B
- Positions
- 1,894
- Last Reported
- Q3 2025
Sector Allocation
J
Position in John Hancock Tax-Advantaged Dividend Income Fund
- Market Value
- $222.8K
- Shares Held
- 9.0K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $1.1B | 2.29% | |
Software - Infrastructure Technology | $1.1B | 2.23% | |
Semiconductors Technology | $905.7M | 1.88% |
