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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
Lido Advisors
51
Lido Advisors
California
$619K
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$606K +$152K +15,878 +35%
SWM
53
SeaCrest Wealth Management
New York
$598K -$537 -56 -0.1%
GRP
54
Global Retirement Partners
California
$564K +$554K +57,765 +74,058%
CIA
55
Capital Investment Advisors
Georgia
$484K -$33.4K -3,485 -7%
BRWA
56
B. Riley Wealth Advisors
Florida
$482K -$42.9K -4,468 -8%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$441K -$22.1K -2,300 -5%
SCM
58
Sage Capital Management
New Jersey
$434K +$57.6K +6,000 +16%
KA
59
Kovack Advisors
Florida
$427K +$201K +20,981 +92%
Truist Financial
60
Truist Financial
North Carolina
$372K +$7.5K +782 +2%
JWCA
61
J.W. Cole Advisors
Florida
$360K +$3.02K +315 +0.8%
MT
62
Midwest Trust
Kansas
$336K +$14.6K +1,525 +5%
SPC
63
Sigma Planning Corp
Michigan
$324K +$32.8K +3,414 +11%
VCWA
64
Vanguard Capital Wealth Advisors
Colorado
$322K +$1.57K +164 +0.5%
AF
65
Allworth Financial
California
$315K +$120K +12,500 +63%
TWPM
66
Total Wealth Planning & Management
Florida
$304K +$299K +31,188 New
AIS
67
Advocate Investing Services
Maryland
$302K +$298K +31,000 New
MC
68
Moors & Cabot
Massachusetts
$291K -$3.39K -353 -1%
CWM
69
Centurion Wealth Management
Virginia
$284K +$9.6K +1,000 +4%
ARC
70
Advisor Resource Council
Texas
$272K +$261K +27,213 New
SA
71
Sanctuary Advisors
Indiana
$271K -$24.1K -2,506 -8%
Invesco
72
Invesco
Georgia
$256K -$5.05K -526 -2%
PWPS
73
Pinnacle Wealth Planning Services
Ohio
$239K +$235K +24,509 New
CA
74
CoreCap Advisors
Michigan
$235K -$40.7K -4,241 -15%
OAM
75
Occidental Asset Management
California
$230K -$23.7K -2,473 -10%

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.