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AOD

abrdn Total Dynamic Dividend Fund

133 hedge funds and large institutions have $342M invested in abrdn Total Dynamic Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $348M → $342M (-$6.07M)

2.67% less ownership

Funds ownership: 39.29%36.62% (-2.7%)

9% less funds holding

Funds holding: 146133 (-13)

57% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 21

Holders
133
Holders Change
-13
Holders Change %
-8.9%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
61
Reduced
36
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$1.92M +$217K +25,920 +14%
PAG
27
Private Advisor Group
New Jersey
$1.91M +$8.88K +1,062 +0.5%
Stifel Financial
28
Stifel Financial
Missouri
$1.9M +$17.7K +2,123 +1%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.89M +$34.3K +4,105 +2%
OC
30
Oppenheimer & Co
New York
$1.83M -$21.1K -2,526 -1%
PIWA
31
Prevail Innovative Wealth Advisors
Kansas
$1.68M +$176K +21,041 +13%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.62M +$187K +22,416 +14%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.4M +$25.9K +3,102 +2%
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$1.19M -$69.5K -8,315 -6%
Capstone Investment Advisors
35
Capstone Investment Advisors
New York
$1.17M
ACP
36
Aviance Capital Partners
Florida
$1.1M -$18.5K -2,218 -2%
NA
37
NewEdge Advisors
Louisiana
$1.05M +$159K +18,972 +19%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.02M -$41.5K -4,967 -4%
CL
39
Choreo LLC
Illinois
$995K -$61.9K -7,402 -6%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$930K +$134K +16,000 +18%
IWM
41
IHT Wealth Management
Illinois
$926K -$20.1K -2,400 -2%
LOPW
42
Live Oak Private Wealth
North Carolina
$915K
ATS
43
Ashton Thomas Securities
New York
$890K
SC
44
Stolper & Co
Oklahoma
$873K +$30.2K +3,611 +4%
SF
45
Summit Financial
New Jersey
$871K -$4.61K -552 -0.6%
KAS
46
Kestra Advisory Services
Texas
$827K +$1.79K +214 +0.2%
IAIM
47
International Assets Investment Management
Florida
$807K +$743K +88,940 New
Jane Street
48
Jane Street
New York
$803K +$602K +72,078 +388%
MFG
49
Merit Financial Group
Georgia
$778K +$257K +30,778 +54%
NAS
50
NWF Advisory Services
California
$715K

AOD Hedge Fund Activity: Q2 2025 in Review

133 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q2 2025, worth a combined $342M — down 1.7% from $348M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AOD and 9 opened new positions — a net loss of 12 holders — while 36 trimmed existing stakes and 61 added.

The largest buyer was Shaker Financial Services, adding an estimated $2.94M. The largest seller was Saba Capital Management, exiting entirely with an estimated $13.4M sold.

  • 133 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q2 2025, down from 146 in Q1 2025.
  • Funds reported $342M of abrdn Total Dynamic Dividend Fund stock for Q2 2025, down 1.7% quarter-over-quarter.
  • 9 funds opened new abrdn Total Dynamic Dividend Fund positions in Q2 2025 and 21 closed out, a net change of -12 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q2 2025 was Shaker Financial Services, an estimated $2.94M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q2 2025 was Saba Capital Management, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2025.