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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
PAS
51
Park Avenue Securities
New York
$596K -$1.82M -199,454 -76%
SWM
52
SeaCrest Wealth Management
New York
$589K +$83.5K +9,159 +18%
BRWA
53
B. Riley Wealth Advisors
Florida
$510K +$91.3K +10,009 +23%
CIA
54
Capital Investment Advisors
Georgia
$502K
DWM
55
Dakota Wealth Management
Florida
$493K -$237K -25,975 -33%
P
56
&Partners
Tennessee
$456K +$24.2K +2,653 +6%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$450K
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$438K +$15.7K +1,727 +4%
1CP
59
1607 Capital Partners
Virginia
$385K -$79.1K -8,675 -18%
SCM
60
Sage Capital Management
New Jersey
$364K
JWCA
61
J.W. Cole Advisors
Florida
$358K -$7.4K -812 -2%
Truist Financial
62
Truist Financial
North Carolina
$356K +$10.8K +1,187 +3%
MT
63
Midwest Trust
Kansas
$312K
VCWA
64
Vanguard Capital Wealth Advisors
Colorado
$311K +$2.28K +250 +0.8%
SA
65
Sanctuary Advisors
Indiana
$287K -$114K -12,494 -29%
MC
66
Moors & Cabot
Massachusetts
$285K +$275K +30,179 New
SPC
67
Sigma Planning Corp
Michigan
$282K +$147K +16,105 +117%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$278K -$142K -15,530 -35%
CA
69
CoreCap Advisors
Michigan
$268K -$16.8K -1,845 -6%
CWM
70
Centurion Wealth Management
Virginia
$266K
Invesco
71
Invesco
Georgia
$253K -$2.77K -304 -1%
OAM
72
Occidental Asset Management
California
$246K -$12.8K -1,407 -5%
UPS
73
UHLMANN PRICE SECURITIES
Illinois
$217K +$6.62K +726 +3%
KA
74
Kovack Advisors
Florida
$216K +$8.25K +905 +4%
BEI
75
Benjamin Edwards Inc
Missouri
$213K +$205K +22,532 New

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.