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AOD

abrdn Total Dynamic Dividend Fund
AOD

146 hedge funds and large institutions have $348M invested in abrdn Total Dynamic Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

26% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 43

4% more funds holding

Funds holding: 140 → 146 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.98% less ownership

Funds ownership: 40.27% → 39.29% (-0.98%)

3% less capital invested

Capital invested by funds: $357M → $348M (-$8.96M)

Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
54
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$16.9M
2
Morgan Stanley
Morgan Stanley
New York
+$5.59M
3
LPL Financial
LPL Financial
California
+$3.34M
4
ARC
Advisor Resource Council
Texas
+$2.7M
5
WAM
WNY Asset Management
New York
+$1.53M

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$20.1M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.58M
3
AA
AQR Arbitrage
Connecticut
-$3.53M
4
AGM
Alpine Global Management
New York
-$3.15M
5
AAM
Advisors Asset Management
Colorado
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2M +$100K +11,624 +5%
PAG
27
Private Advisor Group
New Jersey
$1.8M +$14.5K +1,682 +0.8%
Stifel Financial
28
Stifel Financial
Missouri
$1.78M +$33.6K +3,898 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.75M +$88.8K +10,312 +5%
OC
30
Oppenheimer & Co
New York
$1.75M +$177K +20,591 +11%
Mariner
31
Mariner
Kansas
$1.6M +$1.86K +216 +0.1%
PIWA
32
Prevail Innovative Wealth Advisors
Kansas
$1.41M +$236K +27,361 +19%
AIA
33
Absolute Investment Advisers
Florida
$1.37M -$192K -22,300 -12%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.34M +$4.64K +539 +0.3%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.3M +$10.7K +1,242 +0.8%
GWM
36
Geneos Wealth Management
Colorado
$1.24M +$1.17M +135,642 +1,079%
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$1.2M +$25.8K +3,000 +2%
FAIM
38
Financial Advocates Investment Management
Washington
$1.15M – – –
Capstone Investment Advisors
39
Capstone Investment Advisors
New York
$1.11M – – –
ACP
40
Aviance Capital Partners
Florida
$1.06M +$16.5K +1,913 +2%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.02M +$55.7K +6,464 +6%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.01M -$57.4K -6,661 -5%
CL
43
Choreo LLC
Illinois
$1M -$10.8K -1,254 -1%
IWM
44
IHT Wealth Management
Illinois
$897K -$63.8K -7,400 -6%
LOPW
45
Live Oak Private Wealth
North Carolina
$867K – – –
ATS
46
Ashton Thomas Securities
New York
$843K – – –
NA
47
NewEdge Advisors
Louisiana
$832K +$174K +20,159 +26%
SF
48
Summit Financial
New Jersey
$829K +$63.9K +7,416 +8%
SC
49
Stolper & Co
Oklahoma
$796K +$8K +928 +1%
KAS
50
Kestra Advisory Services
Texas
$781K +$19.7K +2,289 +3%
1
2
3 4 5

AOD Hedge Fund Activity: Q1 2025 in Review

146 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q1 2025, worth a combined $348M — down 2.5% from $357M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AOD positions and 10 closed out — a net gain of 10 holders — while 54 added to existing stakes and 43 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $16.9M. The largest seller was Saba Capital Management, cutting an estimated $20.1M.

  • 146 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q1 2025, up from 140 in Q4 2024.
  • Funds reported $348M of abrdn Total Dynamic Dividend Fund stock for Q1 2025, down 2.5% quarter-over-quarter.
  • 20 funds opened new abrdn Total Dynamic Dividend Fund positions in Q1 2025 and 10 closed out, a net change of +10 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q1 2025 was Penserra Capital Management, an estimated $16.9M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q1 2025 was Saba Capital Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2025.