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AOD

abrdn Total Dynamic Dividend Fund

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: 133136 (+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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$107M -$2.33M -255,984 -2%
Wells Fargo
2
Wells Fargo
California
$27.2M +$1.23M +134,518 +5%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$22.1M -$132K -14,500 -0.6%
PCM
4
Penserra Capital Management
California
$20.1M +$924K +101,304 +5%
LPL Financial
5
LPL Financial
California
$14.4M +$1.64M +179,934 +13%
KIM
6
Karpus Investment Management
New York
$10.8M -$7.84M -859,961 -43%
GC
7
Guggenheim Capital
Illinois
$6.82M +$1.15M +126,413 +21%
WAM
8
WNY Asset Management
New York
$6.24M +$82.5K +9,045 +1%
RCM
9
Rivernorth Capital Management
Florida
$6.07M -$15.4M -1,686,660 -72%
WW
10
Waterfront Wealth
Kansas
$5.94M -$1.46M -159,634 -21%
AAM
11
Advisors Asset Management
Colorado
$5.22M +$1.12M +122,585 +29%
Bank of America
12
Bank of America
North Carolina
$4.87M +$174K +19,040 +4%
Raymond James Financial
13
Raymond James Financial
Florida
$4.83M +$713K +78,183 +18%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$4.7M -$41.8K -4,583 -0.9%
SIA
15
Sit Investment Associates
Minnesota
$4.69M -$305K -33,482 -6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.49M +$293K +32,119 +10%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$3.47M +$3.05M +335,003 +1,068%
UBS Group
18
UBS Group
Switzerland
$3.24M -$69.8K -7,657 -2%
PAG
19
Private Advisor Group
New Jersey
$2.86M +$789K +86,576 +40%
Ameriprise
20
Ameriprise
Minnesota
$2.84M +$368K +40,392 +16%
SFS
21
Shaker Financial Services
Virginia
$2.62M -$896K -98,285 -26%
DA
22
DCF Advisers
Connecticut
$2.52M
WS
23
Wedbush Securities
California
$2.48M +$53.3K +5,843 +2%
OC
24
Oppenheimer & Co
New York
$2.12M +$161K +17,648 +9%
PIWA
25
Prevail Innovative Wealth Advisors
Kansas
$2.11M +$309K +33,859 +18%

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.