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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
Morgan Stanley
1
Morgan Stanley
New York
$104M -$6.91M -719,576 -6%
Wells Fargo
2
Wells Fargo
California
$27.8M -$213K -22,220 -0.8%
PCM
3
Penserra Capital Management
California
$22.9M +$2.08M +217,120 +10%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$20.3M -$2.39M -248,826 -11%
LPL Financial
5
LPL Financial
California
$12.8M -$2.03M -211,405 -14%
GC
6
Guggenheim Capital
Illinois
$9.14M +$2.08M +216,755 +30%
Raymond James Financial
7
Raymond James Financial
Florida
$6.54M +$1.54M +160,552 +31%
AAM
8
Advisors Asset Management
Colorado
$6.44M +$1.04M +108,060 +20%
Bank of America
9
Bank of America
North Carolina
$6.29M +$1.26M +130,810 +25%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$4.82M +$1.23M +127,834 +35%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$4.57M -$268K -27,969 -6%
WW
12
Waterfront Wealth
Kansas
$3.89M -$2.2M -229,328 -37%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.88M +$279K +29,087 +8%
IAIM
14
International Assets Investment Management
Florida
$3.35M +$2.03M +211,676 +161%
Ameriprise
15
Ameriprise
Minnesota
$3.32M +$392K +40,791 +14%
PAG
16
Private Advisor Group
New Jersey
$3.14M +$192K +20,050 +7%
DA
17
DCF Advisers
Connecticut
$2.59M
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.53M +$545K +56,762 +28%
WS
19
Wedbush Securities
California
$2.53M -$26K -2,708 -1%
PIWA
20
Prevail Innovative Wealth Advisors
Kansas
$2.27M +$90.6K +9,444 +4%
UBS Group
21
UBS Group
Switzerland
$2.25M -$1.07M -111,515 -33%
OC
22
Oppenheimer & Co
New York
$2.23M +$47.6K +4,956 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.06M +$345K +35,975 +21%
EPW
24
Evolve Private Wealth
California
$2.01M +$1.96M +204,002 New
Stifel Financial
25
Stifel Financial
Missouri
$1.88M +$14.8K +1,543 +0.8%

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.