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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
QCIG
101
Quad-Cities Investment Group
Iowa
$108K +$6.4K +766 +7%
OL
102
one8zero8 LLC
North Carolina
$102K
HI
103
Harbour Investments
Wisconsin
$102K +$8.54K +1,022 +10%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$101K +$67.5K +8,080 +243%
RG
105
Rathbones Group
United Kingdom
$101K
MWM
106
Modera Wealth Management
New Jersey
$97.5K +$91.9K +11,000 New
Creative Planning
107
Creative Planning
Kansas
$95.9K
OBGC
108
O'Brien Greene & Co
Pennsylvania
$94.6K -$5.61K -671 -6%
HWMC
109
Heritage Wealth Management (California)
California
$90.6K -$7.04K -842 -8%
WA
110
WPG Advisers
Maryland
$88.8K -$26.1K -3,125 -24%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$76K -$3.09K -370 -4%
TSMHT
112
Thurston Springer Miller Herd & Titak
Indiana
$66.1K -$16.7K -2,000 -21%
IA
113
IFP Advisors
Florida
$60.2K -$21.7K -2,600 -28%
OP
114
ORG Partners
Indiana
$53.9K
Comerica Bank
115
Comerica Bank
Texas
$51.8K +$15K +1,793 +44%
CFD
116
Creative Financial Designs
Indiana
$49.3K
CAM
117
Costello Asset Management
Pennsylvania
$37.3K +$761 +91 +2%
NS
118
NBC Securities
Alabama
$37K +$1.11K +133 +3%
PWA
119
Provenance Wealth Advisors
Florida
$30.8K -$92.3K -11,050 -76%
TIM
120
Tortoise Investment Management
New York
$21.4K +$359 +43 +2%
CI
121
CX Institutional
Indiana
$16K
AWM
122
Atticus Wealth Management
Florida
$12.9K
TJHA
123
Thomas J. Herzfeld Advisors
Florida
$9.77K +$75 +9 +0.8%
SFCL
124
Strengthening Families & Communities LLC
Massachusetts
$6.92K +$209 +25 +3%
US Bancorp
125
US Bancorp
Minnesota
$6.73K

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.