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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
OAM
76
Occidental Asset Management
California
$243K -$14.8K -1,768 -6%
Invesco
77
Invesco
Georgia
$240K +$2.83K +339 +1%
Lido Advisors
78
Lido Advisors
California
$235K +$1.04K +125 +0.5%
SP
79
Successful Portfolios
Florida
$216K +$384 +46 +0.2%
UPS
80
UHLMANN PRICE SECURITIES
Illinois
$197K +$4.11K +492 +2%
KA
81
Kovack Advisors
Florida
$194K -$14.6K -1,750 -7%
LNWWM
82
Laird Norton Wetherby Wealth Management
California
$180K +$169K +20,278 New
AFG
83
Atomi Financial Group
New York
$178K
TSS
84
Two Sigma Securities
New York
$178K +$29.6K +3,546 +21%
AF
85
Allworth Financial
California
$175K +$163K +19,476 +6,492%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$172K +$10.7K +1,275 +7%
HA
87
Huntleigh Advisors
Missouri
$165K +$2.73K +326 +2%
MOS
88
MGO One Seven
Ohio
$164K +$8.27K +989 +6%
OA
89
Oxbow Advisors
Texas
$141K
SPIA
90
Steward Partners Investment Advisory
New York
$136K
NW
91
Naviter Wealth
Arkansas
$134K +$126K +15,104 New
NFG
92
Nations Financial Group
Iowa
$132K -$19.1K -2,291 -13%
DC
93
Davenport & Co
Virginia
$131K
SWA
94
Stratos Wealth Advisors
Ohio
$124K +$8.36K +1,000 +8%
EPW
95
Endeavor Private Wealth
Kansas
$123K
SPC
96
Sigma Planning Corp
Michigan
$122K +$719 +86 +0.6%
SWM
97
SK Wealth Management
Rhode Island
$118K +$3.43K +410 +3%
QC
98
Quantedge Capital
Singapore
$116K +$18.4K +2,200 +20%
MCM
99
MAI Capital Management
Ohio
$112K +$903 +108 +0.9%
BFA
100
Blueprint Financial Advisors
North Carolina
$109K +$103K +12,337 New

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.