abrdn Total Dynamic Dividend Fund

AOD • XNYS

abrdn Total Dynamic Dividend Fund is a publicly traded company on XNYS. As of Q3 2025, 122 institutional investors hold shares in this company, with total holdings valued at $282.0M. MORGAN STANLEY is the largest holder with a position valued at $107.3M.

Overview

Overview of institutional ownership in AOD as of Q3 2025

All Institutions

Institutions: 122
Value Held: $282.0M
Shares Held: 29.9M
Avg Position: $2.3M
Median Position: $231.8K

Hedge Funds

Hedge Funds: 4
Value Held: $8.5M
Shares Held: 895.5K
Avg Position: $2.1M
Median Position: $1.0M

Biggest Investors

Institutions with the largest positions in AOD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$107.3M 0.01% of portfolio	0.00% 11.3M shares	Q4 2022 Held for 2y 11m	$1.65T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$27.2M 0.01% of portfolio	0.00% 2.9M shares	Q4 2022 Held for 2y 11m	$488.50B
Allspring Global Investments Holdings, LLC Long Only Manager	Francis Jon Baranko President	$22.1M 0.04% of portfolio	0.00% 2.3M shares	Q4 2022 Held for 2y 11m	$61.5B
L LPL Financial LLC Institution	-	$14.4M 0.00% of portfolio	0.00% 1.5M shares	Q4 2022 Held for 2y 11m	$340.07B
K Karpus Management, Inc. Institution	-	$10.8M 0.35% of portfolio	0.00% 1.1M shares	Q4 2022 Held for 2y 11m	$3.1B
G GUGGENHEIM CAPITAL LLC Institution	-	$6.8M 0.05% of portfolio	0.00% 720.6K shares	Q4 2022 Held for 2y 11m	$13.4B
WNY Asset Management, LLC RIA/Wealth	Nicholas M Scibilia CIO	$6.2M 0.60% of portfolio	0.00% 659.2K shares	Q4 2022 Held for 2y 11m	$1.0B
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy	Patrick William Galley CEO	$6.1M 0.37% of portfolio	0.00% 641.6K shares	Q4 2024 Held for 11 months	$1.7B
W Waterfront Wealth Inc. RIA/Wealth	Roger Carter Ratzlaff CEO	$5.9M 1.22% of portfolio	0.00% 617.0K shares	Q4 2022 Held for 2y 11m	$486.1M
Advisors Asset Management, Inc. ETF Provider	Scott Irvin Colyer CEO	$5.2M 0.09% of portfolio	0.00% 552.3K shares	Q4 2022 Held for 2y 11m	$5.9B

Net Capital Flow

Institutional buying and selling activity for AOD in Q3 2025

Traded: −$39.7M
Buyers: 61
Sellers: 45
Total Bought: +$15.5M
Total Sold: −$55.3M
Avg Position: $2.1M

Biggest Buyers

Institution	Net Bought	Current Position
Cetera Investment Advisers RIA/Wealth	+$3.2M +335.0K shares	$3.5M 366.4K shares
L LPL Financial LLC Institution	+$1.7M +179.9K shares	$14.4M 1.5M shares
WELLS FARGO & COMPANY/MN Institution	+$1.3M +134.5K shares	$27.2M 2.9M shares
G GUGGENHEIM CAPITAL LLC Institution	+$1.2M +126.4K shares	$6.8M 720.6K shares
Advisors Asset Management, Inc. ETF Provider	+$1.2M +122.6K shares	$5.2M 552.3K shares
Private Advisor Group, LLC RIA/Wealth	+$819.0K +86.6K shares	$2.9M 302.1K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$739.6K +78.2K shares	$4.8M 510.7K shares
ACCREDITED INVESTOR SERVICES, LLC RIA/Wealth	+$676.5K +71.5K shares	$676.5K 71.5K shares
A Advisor Group Holdings, Inc. Institution	+$551.2K +59.6K shares	$1.6M 174.9K shares
AMERIPRISE FINANCIAL INC Institution	+$383.4K +40.4K shares	$2.8M 299.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
Pathstone Holdings, LLC Family Office	−$18.0M −2.0M shares	Sold Off 0 shares
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy	−$16.0M −1.7M shares	$6.1M 641.6K shares
K Karpus Management, Inc. Institution	−$8.1M −860.0K shares	$10.8M 1.1M shares
MORGAN STANLEY RIA/Wealth	−$2.4M −256.0K shares	$107.3M 11.3M shares
CF Capital LLC Hedge Fund•Sector	−$2.2M −230.3K shares	$766.0K 81.0K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$2.0M −212.5K shares	$206.1K 21.8K shares
W Waterfront Wealth Inc. RIA/Wealth	−$1.5M −159.6K shares	$5.9M 617.0K shares
Shaker Financial Services, LLC RIA/Wealth	−$929.8K −98.3K shares	$2.6M 276.5K shares
J JANE STREET GROUP, LLC Institution	−$734.2K −77.6K shares	$123.5K 13.1K shares
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$556.6K −62.8K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AOD in Q3 2025

New Positions: 9
New Value: $573.3K
Exited Positions: 13
Exited Value: $19.9M

New Positions

Institution	Position Value
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth	$142.8K 15.1K shares
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors RIA/Wealth	$124.1K 13.1K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$123.0K 13.0K shares
Syverson Strege & Co RIA/Wealth	$97.1K 10.3K shares
NBC SECURITIES, INC. RIA/Wealth	$41.5K 4.4K shares
Union Bankshares Corp Institution	$23.7K 2.5K shares
Strategic Advocates LLC RIA/Wealth	$18.5K 2.0K shares
E ESL Trust Services, LLC Institution	$2.4K 250.0 shares
J JONES FINANCIAL COMPANIES LLLP Institution	$412.0 44.0 shares

Exited Positions

Institution	Previous Position
Pathstone Holdings, LLC Family Office	$18.0M 2.0M shares
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$556.6K 62.8K shares
INTEGRATED CAPITAL MANAGEMENT, INC. RIA/Wealth	$378.7K 42.7K shares
T TWO SIGMA SECURITIES, LLC Institution	$177.6K 20.0K shares
Naviter Wealth, LLC RIA/Wealth	$133.8K 15.1K shares
SK Wealth Management, LLC RIA/Wealth	$117.6K 13.1K shares
Q Quantedge Capital Pte Ltd Institution	$115.9K 13.1K shares
Blueprint Financial Advisors LLC RIA/Wealth	$109.3K 12.3K shares
M Modera Wealth Management, LLC RIA/Wealth	$97.5K 11.0K shares
O O'Brien Greene & Co. Inc RIA/Wealth	$94.6K 10.7K shares

Options Activity

Institutions with the largest Call and Put options positions in AOD as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with AOD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
W Waterfront Wealth Inc. RIA/Wealth	Roger Carter Ratzlaff CEO	1.22% $5.9M	0.00% 617.0K shares	Q4 2022 Held for 2y 11m	$486.1M
D DCF Advisers, LLC Institution	-	1.19% $2.5M	0.00% 266.0K shares	Q4 2022 Held for 2y 11m	$212.2M
Shaker Financial Services, LLC RIA/Wealth	Kathryn Shaker Baummer Partner	0.90% $2.6M	0.00% 276.5K shares	Q4 2022 Held for 2y 11m	$291.6M
WNY Asset Management, LLC RIA/Wealth	Nicholas M Scibilia CIO	0.60% $6.2M	0.00% 659.2K shares	Q4 2022 Held for 2y 11m	$1.0B
CF Capital LLC Hedge Fund•Sector	Jenaro Cardona-Fox CIO	0.48% $766.0K	0.00% 81.0K shares	Q4 2024 Held for 11 months	$158.3M
ACCREDITED INVESTOR SERVICES, LLC RIA/Wealth	Cathy Lynne Juilfs CEO	0.47% $676.5K	0.00% 71.5K shares	Q1 2025 Held for 8 months	$145.5M
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth	Kerry Lee Lawing CEO	0.41% $2.1M	0.00% 223.2K shares	Q1 2024 Held for 1y 8m	$515.1M
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy	Patrick William Galley CEO	0.37% $6.1M	0.00% 641.6K shares	Q4 2024 Held for 11 months	$1.7B
K Karpus Management, Inc. Institution	-	0.35% $10.8M	0.00% 1.1M shares	Q4 2022 Held for 2y 11m	$3.1B
Vanguard Capital Wealth Advisors RIA/Wealth	Vincent Mark Polivka Member	0.25% $310.6K	0.00% 32.8K shares	Q4 2022 Held for 2y 11m	$124.1M

Hedge Fund Spotlight

Discover hedge funds investing in AOD

RIVERNORTH CAPITAL MANAGEMENT, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerPatrick William Galley

Portfolio Value: $1.7B
Positions: 297
Last Reported: Q3 2025

Sector Allocation

Position in abrdn Total Dynamic Dividend Fund

Market Value: $6.1M
Shares Held: 641.6K
Portfolio Weight: 0.37%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Blackrock Muniholdings Fund MHD	Unknown Unknown	$48.7M	2.95%
2 Blackrock Muniyield Fund MYD	Unknown Unknown	$48.3M	2.92%
3 Invesco Municipal Trust VKQ	Unknown Unknown	$42.3M	2.56%