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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
TI
76
TrueMark Investments
Illinois
$212K +$205K +22,431 New
MG
77
Marex Group
$208K +$201K +22,000 New
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$206K -$1.94M -212,537 -91%
LNWWM
79
Laird Norton Wetherby Wealth Management
California
$192K
AFG
80
Atomi Financial Group
New York
$191K
AF
81
Allworth Financial
California
$187K
SP
82
Successful Portfolios
Florida
$184K -$45.2K -4,952 -20%
SPC
83
Spirepoint Private Client
Florida
$183K +$176K +19,303 New
HA
84
Huntleigh Advisors
Missouri
$179K +$2.99K +328 +2%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$171K -$11.6K -1,275 -7%
MOS
86
MGO One Seven
Ohio
$166K -$8.72K -956 -5%
SPIA
87
Steward Partners Investment Advisory
New York
$145K
OA
88
Oxbow Advisors
Texas
$143K -$7.43K -815 -5%
KPWS
89
Kestra Private Wealth Services
Texas
$143K +$138K +15,094 New
NFG
90
Nations Financial Group
Iowa
$141K +$18 +2 +0%
DC
91
Davenport & Co
Virginia
$140K
SWA
92
Stratos Wealth Advisors
Ohio
$132K
BCA
93
Bay Colony Advisors
Massachusetts
$124K +$120K +13,121 New
Jane Street
94
Jane Street
New York
$123K -$708K -77,615 -86%
MML Investors Services
95
MML Investors Services
Massachusetts
$123K -$169K -18,579 -59%
HI
96
Harbour Investments
Wisconsin
$122K +$13.6K +1,488 +13%
MCM
97
MAI Capital Management
Ohio
$121K +$1.05K +115 +0.9%
QCIG
98
Quad-Cities Investment Group
Iowa
$117K +$1.77K +194 +2%
HighTower Advisors
99
HighTower Advisors
Illinois
$116K +$112K +12,288 New
OL
100
one8zero8 LLC
North Carolina
$109K

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.