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AOD

abrdn Total Dynamic Dividend Fund

136 hedge funds and large institutions have $321M invested in abrdn Total Dynamic Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

2% more funds holding

Funds holding: 133136 (+3)

4.32% less ownership

Funds ownership: 36.62%32.31% (-4.3%)

6% less capital invested

Capital invested by funds: $342M → $321M (-$21M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
49
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.92M -$93.1K -10,214 -5%
Mariner
27
Mariner
Kansas
$1.83M -$210K -23,007 -11%
Stifel Financial
28
Stifel Financial
Missouri
$1.81M -$212K -23,285 -11%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.8M +$75.8K +8,309 +5%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.62M +$543K +59,581 +52%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.58M +$84.3K +9,243 +6%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$1.27M -$884 -97 -0.1%
Capstone Investment Advisors
33
Capstone Investment Advisors
New York
$1.25M
ACP
34
Aviance Capital Partners
Florida
$1.19M +$11.6K +1,275 +1%
NA
35
NewEdge Advisors
Louisiana
$1.1M -$14.6K -1,602 -1%
CL
36
Choreo LLC
Illinois
$1M -$58.4K -6,403 -6%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$994K
LOPW
38
Live Oak Private Wealth
North Carolina
$977K
IWM
39
IHT Wealth Management
Illinois
$967K -$21K -2,300 -2%
SF
40
Summit Financial
New Jersey
$952K +$20.9K +2,293 +2%
ATS
41
Ashton Thomas Securities
New York
$951K
SC
42
Stolper & Co
Oklahoma
$936K +$4.4K +483 +0.5%
KAS
43
Kestra Advisory Services
Texas
$893K +$9.41K +1,032 +1%
MFG
44
Merit Financial Group
Georgia
$810K -$20.2K -2,211 -3%
DAS
45
Diversify Advisory Services
Utah
$769K +$149K +16,360 +26%
CC
46
CF Capital
Massachusetts
$766K -$2.1M -230,276 -74%
NAS
47
NWF Advisory Services
California
$763K
AIS
48
Accredited Investor Services
Minnesota
$677K +$652K +71,514 New
Calamos Advisors
49
Calamos Advisors
Illinois
$620K +$107K +11,710 +22%
Lido Advisors
50
Lido Advisors
California
$619K +$354K +38,870 +147%

AOD Hedge Fund Activity: Q3 2025 in Review

136 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q3 2025, worth a combined $321M — down 6.2% from $342M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AOD positions and 13 closed out — a net gain of 4 holders — while 49 added to existing stakes and 39 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $3.05M. The largest seller was Pathstone Holdings, exiting entirely with an estimated $18M sold.

  • 136 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q3 2025, up from 133 in Q2 2025.
  • Funds reported $321M of abrdn Total Dynamic Dividend Fund stock for Q3 2025, down 6.2% quarter-over-quarter.
  • 17 funds opened new abrdn Total Dynamic Dividend Fund positions in Q3 2025 and 13 closed out, a net change of +4 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q3 2025 was Cetera Investment Advisers, an estimated $3.05M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q3 2025 was Pathstone Holdings, an estimated $18M sold.

Based on aggregated 13F filings for Q3 2025.