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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
KFA
101
Kapstone Financial Advisors
Ohio
$127K +$125K +13,050 New
HI
102
Harbour Investments
Wisconsin
$127K +$298 +31 +0.2%
MCM
103
MAI Capital Management
Ohio
$125K +$720 +75 +0.6%
IF
104
Intrua Financial
Texas
$123K +$121K +12,582 New
QCIG
105
Quad-Cities Investment Group
Iowa
$122K +$1.24K +129 +1%
MOS
106
MGO One Seven
Ohio
$118K -$52.7K -5,492 -31%
RG
107
Rathbones Group
United Kingdom
$111K
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$110K +$109K +11,309 New
BAG
109
Bauman Advisory Group
Nevada
$104K +$102K +10,677 New
WPA
110
Winning Points Advisors
Florida
$104K +$102K +10,650 New
Creative Planning
111
Creative Planning
Kansas
$103K -$2.4K -250 -2%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$103K -$8.44K -879 -8%
QL
113
Quarry LP
New York
$103K +$101K +10,522 New
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$92K +$11.2K +1,166 +14%
WA
115
WPG Advisers
Maryland
$88.2K -$5.57K -580 -6%
IA
116
IFP Advisors
Florida
$65.2K -$6.18K -644 -9%
OP
117
ORG Partners
Indiana
$59K
CFD
118
Creative Financial Designs
Indiana
$58K +$3.63K +378 +7%
NS
119
NBC Securities
Alabama
$48.6K +$5.81K +605 +14%
Comerica Bank
120
Comerica Bank
Texas
$47.7K -$7.04K -733 -13%
CAM
121
Costello Asset Management
Pennsylvania
$43.1K +$768 +80 +2%
PWA
122
Provenance Wealth Advisors
Florida
$28.3K -$5.52K -575 -17%
AUB
123
Atlantic Union Bankshares
Virginia
$24.4K
SWM
124
Spire Wealth Management
Virginia
$21.4K +$21.1K +2,200 New
KFAS
125
Keating Financial Advisory Services
Kansas
$21.4K +$21.1K +2,195 New

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.