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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
GWM
126
Geneos Wealth Management
Colorado
$7.09K -$588K -64,480 -99%
KFI
127
Key Financial Inc
Pennsylvania
$6.5K – – –
AssetMark Inc
128
AssetMark Inc
California
$6.48K – – –
AAP
129
Arax Advisory Partners
Colorado
$6.39K – – –
GWSG
130
GPS Wealth Strategies Group
Colorado
$4.08K +$128 +14 +3%
GWP
131
Gen-Wealth Partners
Michigan
$4.03K – – –
ETS
132
ESL Trust Services
New York
$2.37K +$2.28K +250 New
AA
133
Ancora Advisors
Ohio
$1.75K – – –
GRP
134
Global Retirement Partners
California
$738 – – –
Jones Financial Companies
135
Jones Financial Companies
Missouri
$412 +$401 +44 New
IAIM
136
International Assets Investment Management
Florida
$388 +$390K +42,740 +48%
Pathstone Holdings
137
Pathstone Holdings
New Jersey
– -$18M -2,029,868 Closed
WAM
138
Wolverine Asset Management
Illinois
– -$557K -62,823 Closed
ICMP
139
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$379K -42,747 Closed
TSS
140
Two Sigma Securities
New York
– -$178K -20,049 Closed
NW
141
Naviter Wealth
Arkansas
– -$134K -15,104 Closed
SWM
142
SK Wealth Management
Rhode Island
– -$118K -13,129 Closed
QC
143
Quantedge Capital
Singapore
– -$116K -13,078 Closed
BFA
144
Blueprint Financial Advisors
North Carolina
– -$109K -12,337 Closed
MWM
145
Modera Wealth Management
New Jersey
– -$97.5K -11,000 Closed
OBGC
146
O'Brien Greene & Co
Pennsylvania
– -$94.6K -10,677 Closed
HWMC
147
Heritage Wealth Management (California)
California
– -$90.6K -10,222 Closed
TSMHT
148
Thurston Springer Miller Herd & Titak
Indiana
– -$66.1K -7,463 Closed
AWM
149
Atticus Wealth Management
Florida
– -$12.9K -1,453 Closed
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.