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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
DWM
51
Dakota Wealth Management
Florida
$692K -$116K -13,870 -15%
DAS
52
Diversify Advisory Services
Utah
$585K +$1.52K +182 +0.3%
GWM
53
Geneos Wealth Management
Colorado
$578K -$693K -82,980 -56%
WAM
54
Wolverine Asset Management
Illinois
$557K +$525K +62,823 New
Calamos Advisors
55
Calamos Advisors
Illinois
$477K -$39.1K -4,684 -8%
CIA
56
Capital Investment Advisors
Georgia
$470K
SWM
57
SeaCrest Wealth Management
New York
$458K +$22.8K +2,724 +6%
1CP
58
1607 Capital Partners
Virginia
$437K -$104K -12,475 -20%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$421K -$615K -73,555 -61%
P
60
&Partners
Tennessee
$403K +$53K +6,347 +16%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$398K -$242K -28,985 -39%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$394K -$16.1K -1,923 -4%
BRWA
63
B. Riley Wealth Advisors
Florida
$389K +$367K +43,907 New
SA
64
Sanctuary Advisors
Indiana
$380K
ICMP
65
Integrated Capital Management (Pennsylvania)
Pennsylvania
$379K +$15.6K +1,863 +5%
JWCA
66
J.W. Cole Advisors
Florida
$342K +$24.7K +2,954 +8%
SCM
67
Sage Capital Management
New Jersey
$341K -$33.4K -4,000 -9%
AAS
68
Avantax Advisory Services
Texas
$336K +$128K +15,276 +67%
Truist Financial
69
Truist Financial
North Carolina
$323K +$9.34K +1,117 +3%
MT
70
Midwest Trust
Kansas
$292K +$276K +32,971 New
VCWA
71
Vanguard Capital Wealth Advisors
Colorado
$289K -$10.6K -1,264 -4%
MML Investors Services
72
MML Investors Services
Massachusetts
$280K +$16.2K +1,934 +7%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$278K +$1.56K +187 +0.6%
CA
74
CoreCap Advisors
Michigan
$267K +$309 +37 +0.1%
CWM
75
Centurion Wealth Management
Virginia
$249K +$77.5K +9,268 +49%

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.