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AGD

abrdn Global Dynamic Dividend Fund

61 hedge funds and large institutions have $50.5M invested in abrdn Global Dynamic Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

4% more capital invested

Capital invested by funds: $48.6M → $50.5M (+$1.84M)

8% less funds holding

Funds holding: 6661 (-5)

20.52% less ownership

Funds ownership: 38.89%18.38% (-21%)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
61
Holders Change
-5
Holders Change %
-7.58%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
22
Reduced
17
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$268K -$119K -11,749 -33%
Invesco
27
Invesco
Georgia
$265K -$394 -39 -0.2%
UPS
28
UHLMANN PRICE SECURITIES
Illinois
$257K +$7.1K +703 +3%
EW
29
Entruity Wealth
California
$255K
BCM
30
Brookstone Capital Management
Illinois
$205K
KFA
31
Kapstone Financial Advisors
Ohio
$199K +$49.5K +4,900 +37%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$179K +$6.84K +678 +4%
ACA
33
Aptus Capital Advisors
Alabama
$165K +$626 +62 +0.4%
SLC
34
Second Line Capital
Louisiana
$165K +$626 +62 +0.4%
KA
35
Kovack Advisors
Florida
$160K +$146K +14,463 New
Truist Financial
36
Truist Financial
North Carolina
$147K
NPFS
37
Novak & Powell Financial Services
Florida
$144K +$4.3K +426 +3%
ICMP
38
Integrated Capital Management (Pennsylvania)
Pennsylvania
$137K -$8.04K -797 -6%
XT
39
XTX Topco
Cayman Islands
$135K +$123K +12,199 New
Stifel Financial
40
Stifel Financial
Missouri
$126K
WS
41
Wedbush Securities
California
$119K -$6.91K -685 -6%
OBWG
42
Onyx Bridge Wealth Group
New York
$114K +$105K +10,366 New
SWM
43
Spire Wealth Management
Virginia
$106K +$2.93K +290 +3%
Comerica Bank
44
Comerica Bank
Texas
$92.6K
CA
45
CoreCap Advisors
Michigan
$69.5K +$737 +73 +1%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$47K +$4.7K +466 +12%
AAG
47
Armstrong Advisory Group
Massachusetts
$31.9K +$1.78K +176 +6%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$26K
AAS
49
Ameritas Advisory Services
Nebraska
$22.1K +$20.2K +2,000 New
MA
50
MCF Advisors
Kentucky
$18.9K

AGD Hedge Fund Activity: Q2 2025 in Review

61 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in abrdn Global Dynamic Dividend Fund (AGD) for Q2 2025, worth a combined $50.5M — up 3.8% from $48.6M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of AGD and 7 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 22 added.

The largest buyer was Raymond James Financial, adding an estimated $1.7M. The largest seller was Guggenheim Capital, cutting an estimated $1.25M.

  • 61 institutional investors held abrdn Global Dynamic Dividend Fund (AGD) as of Q2 2025, down from 66 in Q1 2025.
  • Funds reported $50.5M of abrdn Global Dynamic Dividend Fund stock for Q2 2025, up 3.8% quarter-over-quarter.
  • 7 funds opened new abrdn Global Dynamic Dividend Fund positions in Q2 2025 and 12 closed out, a net change of -5 holders.
  • The largest abrdn Global Dynamic Dividend Fund buyer in Q2 2025 was Raymond James Financial, an estimated $1.7M added.
  • The largest abrdn Global Dynamic Dividend Fund seller in Q2 2025 was Guggenheim Capital, an estimated $1.25M sold.

Based on aggregated 13F filings for Q2 2025.