Who Owns John Hancock Tax-Advantaged Dividend Income Fund (HTD)?Hedge Fund & Institutional Holders

$25.02+0.04 (+0.17%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -3

Price History

$20.85$22.11$23.36$24.62$25.87Aug 24Jun 25Mar 26

HTD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FMR LLCIncreased+213K+$82.8B
CITADEL ADVISORS LLCIncreased+751K+$19.7B
Boston Trust Walden CorpNew Position+528K+$18.4B
PRINCIPAL FINANCIAL GROUP INCNew Position+444K+$15.5B
FAS Wealth Partners, Inc.New Position+310K+$10.8B
BRAUN STACEY ASSOCIATES INCNew Position+264K+$9.2B
EMERALD ADVISERS, LLCNew Position+233K+$8.1B
BURNEY CO/New Position+224K+$7.8B
EMERALD MUTUAL FUND ADVISERS TRUSTNew Position+194K+$6.8B
TANG CAPITAL MANAGEMENT LLCNew Position+157K+$5.5B
BROWN CAPITAL MANAGEMENT LLCNew Position+138K+$4.8B
DIADEMA PARTNERS LPNew Position+97K+$3.4B
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.New Position+90K+$3.0B
SIMPLEX TRADING, LLCNew Position+109K+$3.0B
Allianz Asset Management GmbHNew Position+90K+$3.0B

HTD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RENAISSANCE TECHNOLOGIES LLCDecreased-331K-$306.1B
DIMENSIONAL FUND ADVISORS LPDecreased-272K-$103.3B
AQR CAPITAL MANAGEMENT LLCDecreased-619K-$95.3B
Clearbridge Investments, LLCDecreased-654K-$79.6B
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-8K-$53.0B
DRIEHAUS CAPITAL MANAGEMENT LLCClosed Position-527K-$43.8B
D. E. Shaw & Co., Inc.Decreased-414K-$43.5B
JPMORGAN CHASE & CODecreased-16K-$42.6B
Epoch Investment Partners, Inc.Decreased-30K-$42.4B
FIRST TRUST ADVISORS LPDecreased-21K-$36.3B
NORTHERN TRUST CORPDecreased-13K-$33.4B
Pacer Advisors, Inc.Closed Position-391K-$32.5B
UBS Group AGDecreased-116K-$31.7B
JUPITER ASSET MANAGEMENT LTDClosed Position-351K-$29.2B
FRANKLIN RESOURCES INCDecreased-32K-$26.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RENAISSANCE TECHNOLOGIES LLC5,758,528$200.0B310.27%Share
2Parallel Advisors, LLC3,879,141$134.0B2451.52%Share
3UBS Group AG2,038,600$70.9B11.50%Put
4FMR LLC1,997,425$69.0B3.52%Share
5DIMENSIONAL FUND ADVISORS LP1,538,415$53.0B11.12%Share
6Caption Management, LLC1,119,500$39.0B267.15%Put
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,062,101$36.0B5.59%Share
8TD ASSET MANAGEMENT INC994,844$34.0B27.35%Share
9AQR CAPITAL MANAGEMENT LLC881,695$30.0B15.74%Share
10Epoch Investment Partners, Inc.807,780$28.0B159.11%Share
11JPMORGAN CHASE & CO811,128$28.0B1.76%Share
12Invesco Ltd.730,642$25.4B3.90%Share
13CITADEL ADVISORS LLC745,999$25.0B3.75%Share
14FIRST TRUST ADVISORS LP693,317$24.0B17.44%Share
15SUSQUEHANNA INTERNATIONAL GROUP, LLP624,400$21.0B2.42%Put
16UBS Group AG760,305$18.0B2.92%Share
17NORTHERN TRUST CORP504,900$17.0B2.17%Share
18Clearbridge Investments, LLC507,354$17.0B13.61%Share
19PRINCIPAL FINANCIAL GROUP INC442,152$15.4B7.86%Share
20Checkpoint Capital L.P.401,395$14.0B4.36%Share
21SUSQUEHANNA INTERNATIONAL GROUP, LLP345,900$12.0B1.38%Call
22AMERIPRISE FINANCIAL INC368,580$12.0B2.71%Share
23FMR LLC353,293$12.0B0.61%Share
24Boston Trust Walden Corp332,305$11.6B87.28%Share
25Caption Management, LLC329,500$11.5B78.63%Call
26UBS Group AG322,130$11.2B1.82%Share
27PUBLIC SECTOR PENSION INVESTMENT BOARD324,027$11.0B36.93%Share
28FAS Wealth Partners, Inc.310,018$10.8B0.70%Share
29Invesco Ltd.425,519$10.1B1.54%Share
30FRANKLIN RESOURCES INC299,822$10.0B2.45%Share
31BRAUN STACEY ASSOCIATES INC264,297$9.2B0.30%Share
32Bridgewater Associates, LP279,000$9.0B32.82%Share
33Aberdeen Group plc241,690$8.4B13.02%Share
34EMERALD ADVISERS, LLC232,739$8.1B0.25%Share
35BURNEY CO/218,775$7.6B0.24%Share
36KENNEDY CAPITAL MANAGEMENT LLC209,733$7.3B0.15%Share
37GOLDMAN SACHS GROUP INC207,900$7.0B0.86%Share
38COOKSON PEIRCE & CO INC207,457$7.0B0.29%Share
39GOLDMAN SACHS GROUP INC223,076$7.0B0.86%Share
40Connor, Clark & Lunn Investment Management Ltd.221,444$7.0B18.36%Share
41GUGGENHEIM CAPITAL LLC335,350$7.0B50.13%Share
42Boston Trust Walden Corp195,321$6.8B51.30%Share
43EMERALD MUTUAL FUND ADVISERS TRUST194,349$6.8B0.33%Share
44Neuberger Berman Group LLC175,505$6.0B4.47%Share
45Swiss National Bank186,965$6.0B3.57%Share
46BANK OF AMERICA CORP /DE/275,581$6.0B0.44%Share
47RHUMBLINE ADVISERS186,688$6.0B4.85%Share
48ROYCE & ASSOCIATES LP166,562$5.8B58.77%Share
49TANG CAPITAL MANAGEMENT LLC156,764$5.5B0.27%Share
50FRANKLIN RESOURCES INC144,552$5.0B1.23%Share

HTD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025434$1.2T+125
Q3 2025309$2.7T-97
Q2 2025406$2.5T-52
Q1 2025458$6.3T+77
Q4 2024381$7.8T+86
Q3 2024295$65.2T+19
Q2 2024276$75.6T+20
Q1 2024256$1176.7T—

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As of Q4 2025, 50 institutional investors hold HTD (John Hancock Tax-Advantaged Dividend Income Fund). The largest holder is RENAISSANCE TECHNOLOGIES LLC with $200.0B in shares. This quarter, 13 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own HTD?

As of Q4 2025, 50 institutional investors report holding HTD (John Hancock Tax-Advantaged Dividend Income Fund) in their 13F filings.

Who is the largest institutional holder of HTD?

The largest institutional holder of HTD is RENAISSANCE TECHNOLOGIES LLC with $200.0B in shares.

Is institutional ownership of HTD increasing or decreasing?

This quarter, 13 institutions opened new positions in HTD and 3 closed their positions.