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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
UPS
76
UHLMANN PRICE SECURITIES
Illinois
$229K +$4.56K +475 +2%
IWC
77
Integrated Wealth Concepts
Massachusetts
$221K +$217K +22,656 New
BEI
78
Benjamin Edwards Inc
Missouri
$220K +$777 +81 +0.4%
AFG
79
Atomi Financial Group
New York
$196K
KPWS
80
Kestra Private Wealth Services
Texas
$196K +$48K +5,000 +33%
SP
81
Successful Portfolios
Florida
$194K +$403 +42 +0.2%
DI
82
Decision Investments
California
$193K +$190K +19,750 New
SPC
83
Spirepoint Private Client
Florida
$190K +$1.53K +159 +0.8%
ZCP
84
Z3 Capital Partners
Virginia
$187K +$184K +19,153 New
HA
85
Huntleigh Advisors
Missouri
$186K +$2.04K +213 +1%
NW
86
Naviter Wealth
Arkansas
$180K +$176K +18,304 New
FFA
87
Farther Finance Advisors
California
$177K +$174K +18,128 New
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$176K
AIA
89
Absolute Investment Advisers
Florida
$173K +$169K +17,566 New
SPIA
90
Steward Partners Investment Advisory
New York
$169K +$19.2K +2,000 +13%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$165K -$46.8K -4,877 -22%
HighTower Advisors
92
HighTower Advisors
Illinois
$150K +$29.6K +3,081 +25%
OA
93
Oxbow Advisors
Texas
$147K
NFG
94
Nations Financial Group
Iowa
$145K +$10 +1 +0%
DC
95
Davenport & Co
Virginia
$144K
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$138K -$146K -15,235 -52%
SWA
97
Stratos Wealth Advisors
Ohio
$137K
BCA
98
Bay Colony Advisors
Massachusetts
$135K +$7.36K +767 +6%
KIM
99
Karpus Investment Management
New York
$133K -$10.8M -1,123,658 -99%
MML Investors Services
100
MML Investors Services
Massachusetts
$129K +$2.18K +227 +2%

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.