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AOD

abrdn Total Dynamic Dividend Fund
AOD

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: 133 → 136 (+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: 1 → 0 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.05M
2
LPL Financial
LPL Financial
California
+$1.64M
3
Wells Fargo
Wells Fargo
California
+$1.23M
4
GC
Guggenheim Capital
Illinois
+$1.15M
5
AAM
Advisors Asset Management
Colorado
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$18M
2
RCM
Rivernorth Capital Management
Florida
-$15.4M
3
KIM
Karpus Investment Management
New York
-$7.84M
4
Morgan Stanley
Morgan Stanley
New York
-$2.33M
5
CC
CF Capital
Massachusetts
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$108K – – –
RG
102
Rathbones Group
United Kingdom
$107K – – –
EPW
103
Endeavor Private Wealth
Kansas
$106K -$24.3K -2,667 -19%
Creative Planning
104
Creative Planning
Kansas
$102K – – –
SSC
105
Syverson Strege & Co
Iowa
$97.1K +$93.6K +10,260 New
WA
106
WPG Advisers
Maryland
$91.1K -$3.56K -390 -4%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$78K -$2.32K -254 -3%
IA
108
IFP Advisors
Florida
$69.4K +$4.96K +544 +8%
OP
109
ORG Partners
Indiana
$57.2K – – –
Comerica Bank
110
Comerica Bank
Texas
$53.2K -$2.06K -226 -4%
CFD
111
Creative Financial Designs
Indiana
$52.7K – – –
NS
112
NBC Securities
Alabama
$41.5K +$1.28K +140 +3%
CAM
113
Costello Asset Management
Pennsylvania
$41K +$1.1K +121 +3%
PWA
114
Provenance Wealth Advisors
Florida
$32.9K – – –
AUB
115
Atlantic Union Bankshares
Virginia
$23.6K +$22.8K +2,500 New
TIM
116
Tortoise Investment Management
New York
$23.2K +$410 +45 +2%
SA
117
Strategic Advocates
Utah
$18.5K +$17.8K +1,953 New
CI
118
CX Institutional
Indiana
$18K +$173 +19 +1%
PA
119
Parallel Advisors
California
$15K +$14.4K +1,583 New
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$13.2K +$12.8K +1,400 New
TJHA
121
Thomas J. Herzfeld Advisors
Florida
$11K +$529 +58 +5%
Citigroup
122
Citigroup
New York
$10.6K +$10K +1,100 +5,500%
SFCL
123
Strengthening Families & Communities LLC
Massachusetts
$7.63K +$228 +25 +3%
TFA
124
Transamerica Financial Advisors
Florida
$7.4K +$7.14K +783 New
US Bancorp
125
US Bancorp
Minnesota
$7.19K – – –
2 3 4
5
6

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.