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AGD

abrdn Global Dynamic Dividend Fund

57 hedge funds and large institutions have $52.3M invested in abrdn Global Dynamic Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

4% more capital invested

Capital invested by funds: $50.5M → $52.3M (+$1.87M)

2.23% less ownership

Funds ownership: 18.38%16.15% (-2.2%)

7% less funds holding

Funds holding: 6157 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$217K +$193K +16,278 New
Truist Financial
27
Truist Financial
North Carolina
$212K +$20.6K +1,739 +12%
Jane Street
28
Jane Street
New York
$186K +$165K +13,968 New
ACA
29
Aptus Capital Advisors
Alabama
$174K -$22.8K -1,930 -13%
SLC
30
Second Line Capital
Louisiana
$174K -$22.8K -1,930 -13%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$170K -$806K -68,058 -84%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$148K +$126K +10,662 New
WS
33
Wedbush Securities
California
$144K +$367 +31 +0.3%
CA
34
CoreCap Advisors
Michigan
$141K +$51.1K +4,314 +69%
Stifel Financial
35
Stifel Financial
Missouri
$141K -$9.94K -840 -7%
OBWG
36
Onyx Bridge Wealth Group
New York
$138K +$296 +25 +0.2%
SWM
37
Spire Wealth Management
Virginia
$131K +$3.11K +263 +3%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$121K +$107K +9,070 New
Comerica Bank
39
Comerica Bank
Texas
$112K
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$57K +$237 +20 +0.5%
AAG
41
Armstrong Advisory Group
Massachusetts
$39.5K +$947 +80 +3%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$29K -$1.89K -160 -7%
AAS
43
Ameritas Advisory Services
Nebraska
$26.6K
MA
44
MCF Advisors
Kentucky
$22.8K
FFA
45
Farther Finance Advisors
California
$14.7K
HI
46
Hoey Investments
Pennsylvania
$11.1K
CAM
47
Costello Asset Management
Pennsylvania
$7.9K +$189 +16 +3%
SPIA
48
Steward Partners Investment Advisory
New York
$7.05K
IA
49
IFP Advisors
Florida
$5.33K
GRP
50
Global Retirement Partners
California
$4K

AGD Hedge Fund Activity: Q3 2025 in Review

57 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in abrdn Global Dynamic Dividend Fund (AGD) for Q3 2025, worth a combined $52.3M — up 3.7% from $50.5M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of AGD and 7 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 21 added.

The largest buyer was Raymond James Financial, adding an estimated $1.14M. The largest seller was Morgan Stanley, cutting an estimated $2.72M.

  • 57 institutional investors held abrdn Global Dynamic Dividend Fund (AGD) as of Q3 2025, down from 61 in Q2 2025.
  • Funds reported $52.3M of abrdn Global Dynamic Dividend Fund stock for Q3 2025, up 3.7% quarter-over-quarter.
  • 7 funds opened new abrdn Global Dynamic Dividend Fund positions in Q3 2025 and 11 closed out, a net change of -4 holders.
  • The largest abrdn Global Dynamic Dividend Fund buyer in Q3 2025 was Raymond James Financial, an estimated $1.14M added.
  • The largest abrdn Global Dynamic Dividend Fund seller in Q3 2025 was Morgan Stanley, an estimated $2.72M sold.

Based on aggregated 13F filings for Q3 2025.