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AOD

abrdn Total Dynamic Dividend Fund

133 hedge funds and large institutions have $342M invested in abrdn Total Dynamic Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $348M → $342M (-$6.07M)

2.67% less ownership

Funds ownership: 39.29%36.62% (-2.7%)

9% less funds holding

Funds holding: 146133 (-13)

57% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 21

Holders
133
Holders Change
-13
Holders Change %
-8.9%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
61
Reduced
36
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$103M +$2.17M +259,265 +2%
Wells Fargo
2
Wells Fargo
California
$24.3M +$402K +48,087 +2%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$20.8M +$156K +18,691 +0.8%
RCM
4
Rivernorth Capital Management
Florida
$20.6M -$4.63M -554,246 -19%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$18M -$5.51M -658,816 -25%
PCM
6
Penserra Capital Management
California
$18M +$501K +59,914 +3%
KIM
7
Karpus Investment Management
New York
$17.7M -$1.07M -128,056 -6%
LPL Financial
8
LPL Financial
California
$11.9M +$2.05M +245,187 +22%
WW
9
Waterfront Wealth
Kansas
$6.88M +$414K +49,541 +7%
WAM
10
WNY Asset Management
New York
$5.76M +$720K +86,181 +15%
GC
11
Guggenheim Capital
Illinois
$5.26M +$1.56M +186,100 +46%
SIA
12
Sit Investment Associates
Minnesota
$4.69M
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$4.44M -$556K -66,539 -12%
Bank of America
14
Bank of America
North Carolina
$4.39M +$230K +27,514 +6%
Raymond James Financial
15
Raymond James Financial
Florida
$3.83M +$979K +117,158 +37%
AAM
16
Advisors Asset Management
Colorado
$3.81M -$1.17M -140,564 -25%
SFS
17
Shaker Financial Services
Virginia
$3.32M +$2.94M +351,237 +1,490%
UBS Group
18
UBS Group
Switzerland
$3.1M +$29.2K +3,497 +1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.99M -$2.54M -303,841 -47%
CC
20
CF Capital
Massachusetts
$2.74M -$877K -104,945 -25%
DA
21
DCF Advisers
Connecticut
$2.36M
PAS
22
Park Avenue Securities
New York
$2.33M -$75.5K -9,039 -3%
Ameriprise
23
Ameriprise
Minnesota
$2.3M +$54.7K +6,551 +3%
WS
24
Wedbush Securities
California
$2.27M -$6.51K -779 -0.3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.08M -$37.2K -4,455 -2%

AOD Hedge Fund Activity: Q2 2025 in Review

133 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q2 2025, worth a combined $342M — down 1.7% from $348M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AOD and 9 opened new positions — a net loss of 12 holders — while 36 trimmed existing stakes and 61 added.

The largest buyer was Shaker Financial Services, adding an estimated $2.94M. The largest seller was Saba Capital Management, exiting entirely with an estimated $13.4M sold.

  • 133 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q2 2025, down from 146 in Q1 2025.
  • Funds reported $342M of abrdn Total Dynamic Dividend Fund stock for Q2 2025, down 1.7% quarter-over-quarter.
  • 9 funds opened new abrdn Total Dynamic Dividend Fund positions in Q2 2025 and 21 closed out, a net change of -12 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q2 2025 was Shaker Financial Services, an estimated $2.94M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q2 2025 was Saba Capital Management, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2025.