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AOD

abrdn Total Dynamic Dividend Fund
AOD

160 hedge funds and large institutions have $278M invested in abrdn Total Dynamic Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

77% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 35

9% more funds holding

Funds holding: 147 → 160 (+13)

1.08% less ownership

Funds ownership: 29.66% → 28.58% (-1.1%)

9% less capital invested

Capital invested by funds: $305M → $278M (-$27.3M)

Holders
160
Holders Change
+13
Holders Change %
+8.84%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
62
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$3.53M
2
Raymond James Financial
Raymond James Financial
Florida
+$3.23M
3
Wells Fargo
Wells Fargo
California
+$1.87M
4
IAIM
International Assets Investment Management
Florida
+$961K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$939K

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$11.1M
2
Morgan Stanley
Morgan Stanley
New York
-$8.57M
3
LPL Financial
LPL Financial
California
-$2.39M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$2.27M
5
Bank of America
Bank of America
North Carolina
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$28.3K +$30.5K +3,069 New
PWA
127
Provenance Wealth Advisors
Florida
$26.7K – – –
CT
128
Colonial Trust
South Carolina
$23.7K +$26.7K +2,679 New
AUB
129
Atlantic Union Bankshares
Virginia
$23K – – –
SWM
130
Spire Wealth Management
Virginia
$20.3K – – –
KFAS
131
Keating Financial Advisory Services
Kansas
$20.2K – – –
OPTFSNA
132
Old Point Trust & Financial Services N A
Virginia
$18K – – –
CI
133
CX Institutional
Indiana
$18K +$796 +80 +4%
GCP
134
Gill Capital Partners
Colorado
$17.1K +$18.5K +1,860 New
WTC
135
WhitTier Trust Company
Nevada
$15.7K +$16.4K +1,652 New
UBS AM
136
UBS AM
Illinois
$14.8K – – –
LFG
137
Larson Financial Group
Missouri
$14.1K +$7.75K +779 +104%
LWM
138
Lodestone Wealth Management
Washington
$13.4K +$587 +59 +4%
TSMHT
139
Thurston Springer Miller Herd & Titak
Indiana
$13K – – –
AIM
140
Axiom Investment Management
New York
$11.3K +$12.2K +1,221 New
RFP
141
Root Financial Partners
California
$11.1K +$11.9K +1,200 New
Citigroup
142
Citigroup
New York
$10.3K – – –
AssetMark Inc
143
AssetMark Inc
California
$9.14K -$657 -66 -6%
MCA
144
McGuire Capital Advisors
Oklahoma
$8.87K +$378 +38 +4%
SFCL
145
Strengthening Families & Communities LLC
Massachusetts
$7.9K +$348 +35 +4%
US Bancorp
146
US Bancorp
Minnesota
$7K – – –
GWM
147
Geneos Wealth Management
Colorado
$6.91K – – –
AAP
148
Arax Advisory Partners
Colorado
$6.23K – – –
TFA
149
Transamerica Financial Advisors
Florida
$4.86K +$239 +24 +5%
SIS
150
Sound Income Strategies
Florida
$4.73K +$4.98K +500 New
3 4 5
6
7

AOD Hedge Fund Activity: Q1 2026 in Review

160 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q1 2026, worth a combined $278M — down 8.9% from $305M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AOD positions and 13 closed out — a net gain of 17 holders — while 62 added to existing stakes and 35 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $3.53M. The largest seller was Allspring Global Investments, cutting an estimated $11.1M.

  • 160 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q1 2026, up from 147 in Q4 2025.
  • Funds reported $278M of abrdn Total Dynamic Dividend Fund stock for Q1 2026, down 8.9% quarter-over-quarter.
  • 30 funds opened new abrdn Total Dynamic Dividend Fund positions in Q1 2026 and 13 closed out, a net change of +17 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q1 2026 was Shaker Financial Services, an estimated $3.53M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q1 2026 was Allspring Global Investments, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2026.