Who Owns BlackRock Enhanced Equity Dividend Trust (BDJ)?Hedge Fund & Institutional Holders

$8.81-0.09 (-1.01%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.651893200021e+188T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$7.60$8.13$8.67$9.21$9.74Sep 24Jun 25Mar 26

BDJ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Waterfront Wealth Inc.New Position+778K+$7.4M
Janney Montgomery Scott LLCNew Position+636K+$6.0M
Boothe Investment Group, Inc.New Position+528K+$5.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+593K+$5.0M
Cerity Partners LLCNew Position+434K+$4.0M
Sanctuary Advisors, LLCNew Position+340K+$3.0M
Hennion & Walsh Asset Management, Inc.New Position+253K+$2.4M
Allspring Global Investments Holdings, LLCNew Position+172K+$1.6M
Shulman DeMeo Asset Management LLCNew Position+135K+$1.3M
Calamos Advisors LLCNew Position+112K+$1.1M
KINGSWOOD WEALTH ADVISORS, LLCNew Position+111K+$1.1M
Focus Partners WealthNew Position+175K+$1.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+98K+$932K
Shaker Financial Services, LLCNew Position+97K+$920K
David J Yvars GroupNew Position+96K+$904K

BDJ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-67K-$31.7B
WELLS FARGO & COMPANY/MNDecreased-25K-$24.5B
Invesco Ltd.Decreased-188K-$21.7B
Advisors Asset Management, Inc.Decreased-132K-$6.7B
BANK OF AMERICA CORP /DE/Decreased-17K-$5.4B
Kovitz Investment Group Partners, LLCClosed Position-382K-$3.5B
NWF Advisory Services Inc.Decreased-324K-$2.9B
AMERIPRISE FINANCIAL INCDecreased-9K-$2.7B
Steward Partners Investment Advisory, LLCDecreased-5K-$2.5B
TWO SIGMA INVESTMENTS, LPClosed Position-156K-$1.4B
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCClosed Position-149K-$1.4B
IHT Wealth Management, LLCDecreased-7K-$1.2B
PMG Family Office LLCDecreased-34K-$1.1B
Centurion Wealth Management LLCDecreased-444-$1.0B
Waverly Advisors, LLCDecreased-1K-$994.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Prairie Wealth Advisors, Inc.0$165.2M0.07%Share
2MORGAN STANLEY3,407,099$32.0M0.00%Share
3GUGGENHEIM CAPITAL LLC2,297,445$21.0M0.15%Share
4RAYMOND JAMES FINANCIAL INC2,288,805$21.0M0.01%Share
5Invesco Ltd.2,050,280$19.4M0.00%Share
6WELLS FARGO & COMPANY/MN1,976,267$18.0M0.00%Share
7LPL Financial LLC1,866,062$17.0M0.00%Share
8RAYMOND JAMES FINANCIAL INC1,725,631$16.0M0.00%Share
9STIFEL FINANCIAL CORP1,127,095$10.0M0.01%Share
10Waterfront Wealth Inc.778,390$7.4M1.40%Share
11ROYAL BANK OF CANADA786,786$7.0M0.00%Share
12UBS Group AG641,532$6.1M0.00%Share
13WELLS FARGO & COMPANY/MN691,073$6.0M0.00%Share
14Janney Montgomery Scott LLC636,220$6.0M0.01%Share
15Boothe Investment Group, Inc.527,966$5.0M1.79%Share
16COMMONWEALTH EQUITY SERVICES, LLC592,979$5.0M0.01%Share
17Advisors Asset Management, Inc.600,745$5.0M0.08%Share
18BANK OF AMERICA CORP /DE/561,186$5.0M0.00%Share
19Cerity Partners LLC432,770$4.0M0.01%Share
20OSAIC HOLDINGS, INC.404,081$3.0M0.00%Share
21Hennion & Walsh Asset Management, Inc.253,474$2.4M0.08%Share
22Steward Partners Investment Advisory, LLC271,839$2.0M0.01%Share
23AMERIPRISE FINANCIAL INC288,926$2.0M0.00%Share
24Cetera Investment Advisers244,186$2.0M0.00%Share
25Baird Financial Group, Inc.269,290$2.0M0.00%Share
26Allspring Global Investments Holdings, LLC172,475$1.6M0.00%Share
27Invesco Ltd.146,446$1.4M0.00%Share
28Shulman DeMeo Asset Management LLC135,379$1.3M0.29%Share
29Centurion Wealth Management LLC113,260$1.1M0.24%Share
30Calamos Advisors LLC111,677$1.1M0.00%Share
31KINGSWOOD WEALTH ADVISORS, LLC110,900$1.1M0.05%Share
32MERCER GLOBAL ADVISORS INC /ADV106,611$1.0M0.00%Share
33Waverly Advisors, LLC108,210$1.0M0.01%Share
34Cambridge Investment Research Advisors, Inc.120,961$1.0M0.00%Share
35Focus Partners Wealth175,349$1.0M0.00%Share
36IHT Wealth Management, LLC119,759$1.0M0.02%Share
37NewEdge Advisors, LLC128,510$1.0M0.00%Share
38RAYMOND JAMES FINANCIAL INC119,303$1.0M0.00%Share
39WEALTH ENHANCEMENT ADVISORY SERVICES, LLC97,941$932K0.00%Share
40WealthTrust Axiom LLC97,206$921K0.24%Share
41Shaker Financial Services, LLC97,082$920K0.29%Share
42David J Yvars Group95,721$904K0.48%Share
43PMG Family Office LLC90,688$859K0.99%Share
44Farther Finance Advisors, LLC86,576$820K0.01%Share
45Sanctuary Advisors, LLC83,446$791K0.00%Share
46Sanctuary Advisors, LLC85,382$759K0.00%Share
47PARK AVENUE SECURITIES LLC79,116$750K0.01%Share
48Sanctuary Advisors, LLC85,382$734K0.00%Share
49Sanctuary Advisors, LLC85,382$734K0.01%Share
50ASHTON THOMAS SECURITIES, LLC73,226$694K0.13%Share

BDJ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025203$437.6M+79
Q3 2025124$236.9B-60
Q2 2025184$202.8B-21
Q1 2025205$291.5B+26
Q4 2024179$6.6T+38
Q3 2024141$175.0T-6
Q2 2024147$178.5T+5
Q1 2024142$180.4T—

Similar Stocks by Institutional Ownership

NVDA

NVIDIA Corporation

AAPL

Apple Inc.

MSFT

Microsoft Corporation

TSM

Taiwan Semiconductor Manufacturing Company Limited

AVGO

Broadcom Inc.

ASML

ASML Holding N.V.

ORCL

Oracle Corporation

MU

Micron Technology, Inc.

As of Q4 2025, 50 institutional investors hold BDJ (BlackRock Enhanced Equity Dividend Trust). The largest holder is Prairie Wealth Advisors, Inc. with $165.2M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own BDJ?

As of Q4 2025, 50 institutional investors report holding BDJ (BlackRock Enhanced Equity Dividend Trust) in their 13F filings.

Who is the largest institutional holder of BDJ?

The largest institutional holder of BDJ is Prairie Wealth Advisors, Inc. with $165.2M in shares.

Is institutional ownership of BDJ increasing or decreasing?

This quarter, 15 institutions opened new positions in BDJ and 3 closed their positions.