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AOD

abrdn Total Dynamic Dividend Fund

160 hedge funds and large institutions have $278M invested in abrdn Total Dynamic Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

77% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 35

9% more funds holding

Funds holding: 147160 (+13)

1.08% less ownership

Funds ownership: 29.66%28.58% (-1.1%)

9% less capital invested

Capital invested by funds: $305M → $278M (-$27.3M)

Holders
160
Holders Change
+13
Holders Change %
+8.84%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
62
Reduced
35
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
$89.9M -$8.57M -861,141 -8%
Wells Fargo
2
Wells Fargo
California
$28M +$1.87M +188,131 +7%
PCM
3
Penserra Capital Management
California
$21.9M +$307K +30,808 +1%
LPL Financial
4
LPL Financial
California
$9.83M -$2.39M -240,331 -18%
GC
5
Guggenheim Capital
Illinois
$9.21M +$621K +62,431 +7%
Raymond James Financial
6
Raymond James Financial
Florida
$9.17M +$3.23M +324,451 +48%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$8.95M -$11.1M -1,112,673 -53%
AAM
8
Advisors Asset Management
Colorado
$6.54M +$500K +50,259 +8%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$5.42M +$939K +94,334 +19%
Bank of America
10
Bank of America
North Carolina
$4.68M -$1.37M -137,617 -21%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$4.63M +$340K +34,151 +7%
IAIM
12
International Assets Investment Management
Florida
$4.16M +$961K +96,517 +28%
SFS
13
Shaker Financial Services
Virginia
$4.12M +$3.53M +354,436 +379%
WW
14
Waterfront Wealth
Kansas
$3.74M +$183K +18,364 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.44M -$242K -24,353 -6%
PAG
16
Private Advisor Group
New Jersey
$2.89M -$87.1K -8,752 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.62M +$242K +24,272 +9%
OC
18
Oppenheimer & Co
New York
$2.5M +$420K +42,204 +18%
DA
19
DCF Advisers
Connecticut
$2.45M
WS
20
Wedbush Securities
California
$2.39M +$8.45K +849 +0.3%
Ameriprise
21
Ameriprise
Minnesota
$2.09M -$1.15M -115,920 -34%
UBS Group
22
UBS Group
Switzerland
$2.08M -$49K -4,919 -2%
EPW
23
Evolve Private Wealth
California
$1.88M -$1.83K -184 -0.1%
Stifel Financial
24
Stifel Financial
Missouri
$1.88M +$107K +10,767 +6%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.79M +$197K +19,805 +11%