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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
SA
126
Strategic Advocates
Utah
$19.9K +$394 +41 +2%
OPTFSNA
127
Old Point Trust & Financial Services N A
Virginia
$19.1K +$18.8K +1,957 New
CI
128
CX Institutional
Indiana
$18K +$374 +39 +2%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$17.1K +$3.43K +357 +26%
UBS AM
130
UBS AM
Illinois
$15.7K +$15.5K +1,611 New
TSMHT
131
Thurston Springer Miller Herd & Titak
Indiana
$13.7K +$13.5K +1,410 New
LWM
132
Lodestone Wealth Management
Washington
$13.6K +$13.4K +1,394 New
Citigroup
133
Citigroup
New York
$10.9K
AssetMark Inc
134
AssetMark Inc
California
$10.3K +$3.58K +373 +54%
MCA
135
McGuire Capital Advisors
Oklahoma
$9.01K +$8.88K +925 New
SFCL
136
Strengthening Families & Communities LLC
Massachusetts
$8.03K +$163 +17 +2%
US Bancorp
137
US Bancorp
Minnesota
$7.41K
GWM
138
Geneos Wealth Management
Colorado
$7.31K
LFG
139
Larson Financial Group
Missouri
$7.31K +$7.2K +750 New
AAP
140
Arax Advisory Partners
Colorado
$6.59K
TJHA
141
Thomas J. Herzfeld Advisors
Florida
$5.75K -$5.48K -571 -49%
TFA
142
Transamerica Financial Advisors
Florida
$4.99K -$2.69K -280 -36%
GWP
143
Gen-Wealth Partners
Michigan
$4.15K
ETS
144
ESL Trust Services
New York
$2.44K
KFI
145
Key Financial Inc
Pennsylvania
$2.24K -$4.36K -454 -66%
AA
146
Ancora Advisors
Ohio
$1.8K
MI
147
Motiv8 Investments
Florida
$2 +$2.32K +242 New
RCM
148
Rivernorth Capital Management
Florida
-$6.07M -641,556 Closed
SIA
149
Sit Investment Associates
Minnesota
-$4.69M -495,670 Closed
Capstone Investment Advisors
150
Capstone Investment Advisors
New York
-$1.25M -132,266 Closed

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.