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AOD

abrdn Total Dynamic Dividend Fund

147 hedge funds and large institutions have $305M invested in abrdn Total Dynamic Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

55% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 38

8% more funds holding

Funds holding: 136147 (+11)

5% less capital invested

Capital invested by funds: $321M → $305M (-$16M)

2.65% less ownership

Funds ownership: 32.31%29.66% (-2.6%)

Holders
147
Holders Change
+11
Holders Change %
+8.09%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
59
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.87M +$11.2K +1,170 +0.6%
Mariner
27
Mariner
Kansas
$1.75M -$133K -13,828 -7%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.71M +$79.1K +8,244 +5%
ACP
29
Aviance Capital Partners
Florida
$1.27M +$42.3K +4,409 +4%
AA
30
Advisory Advocates
Michigan
$1.15M +$1.13M +118,135 New
NA
31
NewEdge Advisors
Louisiana
$1.14M -$710 -74 -0.1%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$1.04M -$268K -27,937 -21%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$1.02M
LOPW
34
Live Oak Private Wealth
North Carolina
$1.01M
SF
35
Summit Financial
New Jersey
$999K +$8.11K +845 +0.8%
ATS
36
Ashton Thomas Securities
New York
$980K
IFG
37
Independent Financial Group
California
$979K +$964K +100,408 New
P
38
&Partners
Tennessee
$977K +$499K +52,002 +108%
SC
39
Stolper & Co
Oklahoma
$971K +$5.74K +598 +0.6%
KAS
40
Kestra Advisory Services
Texas
$948K +$27.6K +2,871 +3%
CL
41
Choreo LLC
Illinois
$946K -$107K -11,153 -11%
SFS
42
Shaker Financial Services
Virginia
$920K -$1.76M -183,089 -66%
NAS
43
NWF Advisory Services
California
$911K +$122K +12,700 +16%
IWM
44
IHT Wealth Management
Illinois
$891K -$104K -10,800 -11%
Calamos Advisors
45
Calamos Advisors
Illinois
$845K +$202K +21,078 +32%
CEFA
46
Closed-End Fund Advisors
Virginia
$835K +$821K +85,593 New
MFG
47
Merit Financial Group
Georgia
$792K -$42.1K -4,383 -5%
DAS
48
Diversify Advisory Services
Utah
$755K -$40.1K -4,183 -5%
FAOAI
49
Fund Advisors of America Inc
Florida
$678K +$667K +69,488 New
Jane Street
50
Jane Street
New York
$628K +$493K +51,394 +394%

AOD Hedge Fund Activity: Q4 2025 in Review

147 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q4 2025, worth a combined $305M — down 5% from $321M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AOD positions and 17 closed out — a net gain of 13 holders — while 59 added to existing stakes and 38 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $2.08M. The largest seller was Karpus Investment Management, cutting an estimated $10.8M.

  • 147 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q4 2025, up from 136 in Q3 2025.
  • Funds reported $305M of abrdn Total Dynamic Dividend Fund stock for Q4 2025, down 5% quarter-over-quarter.
  • 30 funds opened new abrdn Total Dynamic Dividend Fund positions in Q4 2025 and 17 closed out, a net change of +13 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q4 2025 was Penserra Capital Management, an estimated $2.08M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q4 2025 was Karpus Investment Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2025.