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AOD

abrdn Total Dynamic Dividend Fund

146 hedge funds and large institutions have $348M invested in abrdn Total Dynamic Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

26% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 43

4% more funds holding

Funds holding: 140146 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.98% less ownership

Funds ownership: 40.27%39.29% (-0.98%)

3% less capital invested

Capital invested by funds: $357M → $348M (-$8.96M)

Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
54
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$95.2M +$5.59M +648,323 +6%
RCM
2
Rivernorth Capital Management
Florida
$24.2M -$2.1M -244,121 -8%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$23.3M -$1.79M -207,224 -7%
Wells Fargo
4
Wells Fargo
California
$22.6M -$4.01K -465 -0%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$19.5M -$3.58M -415,583 -15%
KIM
6
Karpus Investment Management
New York
$17.8M -$1.14M -131,808 -6%
PCM
7
Penserra Capital Management
California
$16.5M +$16.9M +1,967,001 New
SCM
8
Saba Capital Management
New York
$13.4M -$20.1M -2,328,554 -59%
LPL Financial
9
LPL Financial
California
$9.18M +$3.34M +388,003 +55%
WW
10
Waterfront Wealth
Kansas
$6.1M -$298K -34,628 -5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.38M -$485K -56,292 -8%
AAM
12
Advisors Asset Management
Colorado
$4.78M -$2.63M -304,854 -35%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$4.76M +$768K +89,105 +19%
WAM
14
WNY Asset Management
New York
$4.73M +$1.53M +177,696 +46%
SIA
15
Sit Investment Associates
Minnesota
$4.44M
Bank of America
16
Bank of America
North Carolina
$3.93M +$147K +17,048 +4%
GC
17
Guggenheim Capital
Illinois
$3.42M +$452K +52,422 +15%
CC
18
CF Capital
Massachusetts
$3.41M +$53.4K +6,195 +2%
UBS Group
19
UBS Group
Switzerland
$2.9M -$1.49M -172,866 -33%
Raymond James Financial
20
Raymond James Financial
Florida
$2.65M -$51.3K -5,956 -2%
ARC
21
Advisor Resource Council
Texas
$2.63M +$2.7M +313,954 New
PAS
22
Park Avenue Securities
New York
$2.28M +$344K +39,903 +17%
DA
23
DCF Advisers
Connecticut
$2.23M +$38.8K +4,500 +2%
WS
24
Wedbush Securities
California
$2.15M +$65K +7,546 +3%
Ameriprise
25
Ameriprise
Minnesota
$2.13M +$883K +102,482 +68%

AOD Hedge Fund Activity: Q1 2025 in Review

146 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q1 2025, worth a combined $348M — down 2.5% from $357M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AOD positions and 10 closed out — a net gain of 10 holders — while 54 added to existing stakes and 43 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $16.9M. The largest seller was Saba Capital Management, cutting an estimated $20.1M.

  • 146 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q1 2025, up from 140 in Q4 2024.
  • Funds reported $348M of abrdn Total Dynamic Dividend Fund stock for Q1 2025, down 2.5% quarter-over-quarter.
  • 20 funds opened new abrdn Total Dynamic Dividend Fund positions in Q1 2025 and 10 closed out, a net change of +10 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q1 2025 was Penserra Capital Management, an estimated $16.9M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q1 2025 was Saba Capital Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2025.