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AGD

abrdn Global Dynamic Dividend Fund

59 hedge funds and large institutions have $49.1M invested in abrdn Global Dynamic Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

4% more funds holding

Funds holding: 5759 (+2)

0.78% more ownership

Funds ownership: 16.15%16.93% (+0.78%)

6% less capital invested

Capital invested by funds: $52.3M → $49.1M (-$3.2M)

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
24
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Eclectic Associates
California
$199K +$202K +17,092 New
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$192K +$58.5K +4,953 +46%
IP
28
Indivisible Partners
Florida
$170K +$172K +14,583 New
EPW
29
Evolve Private Wealth
California
$160K +$160K +13,541 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$156K +$158K +13,360 New
SLC
31
Second Line Capital
Louisiana
$153K +$24 +2 +0%
ACA
32
Aptus Capital Advisors
Alabama
$152K +$24 +2 +0%
CA
33
CoreCap Advisors
Michigan
$131K +$7.36K +623 +6%
Stifel Financial
34
Stifel Financial
Missouri
$129K +$5.96K +505 +5%
SFS
35
Shaker Financial Services
Virginia
$129K +$129K +10,921 New
WS
36
Wedbush Securities
California
$127K +$425 +36 +0.3%
OBWG
37
Onyx Bridge Wealth Group
New York
$121K +$224 +19 +0.2%
SWM
38
Spire Wealth Management
Virginia
$117K +$2.31K +196 +2%
Comerica Bank
39
Comerica Bank
Texas
$97.4K -$401 -34 -0.4%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$50K +$177 +15 +0.4%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$35.8K -$70.8K -6,000 -66%
AAG
42
Armstrong Advisory Group
Massachusetts
$35.3K +$697 +59 +2%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$25K -$1.05K -89 -4%
MA
44
MCF Advisors
Kentucky
$20K
FFA
45
Farther Finance Advisors
California
$12.8K
HI
46
Hoey Investments
Pennsylvania
$9.74K
CAM
47
Costello Asset Management
Pennsylvania
$7.05K +$142 +12 +2%
SPIA
48
Steward Partners Investment Advisory
New York
$6.17K
MCM
49
MAI Capital Management
Ohio
$4.86K +$4.92K +417 New
IA
50
IFP Advisors
Florida
$4.66K

AGD Hedge Fund Activity: Q4 2025 in Review

59 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in abrdn Global Dynamic Dividend Fund (AGD) for Q4 2025, worth a combined $49.1M — down 6.1% from $52.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AGD positions and 7 closed out — a net gain of 2 holders — while 24 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $1.2M. The largest seller was Guggenheim Capital, cutting an estimated $1.48M.

  • 59 institutional investors held abrdn Global Dynamic Dividend Fund (AGD) as of Q4 2025, up from 57 in Q3 2025.
  • Funds reported $49.1M of abrdn Global Dynamic Dividend Fund stock for Q4 2025, down 6.1% quarter-over-quarter.
  • 9 funds opened new abrdn Global Dynamic Dividend Fund positions in Q4 2025 and 7 closed out, a net change of +2 holders.
  • The largest abrdn Global Dynamic Dividend Fund buyer in Q4 2025 was Bank of America, an estimated $1.2M added.
  • The largest abrdn Global Dynamic Dividend Fund seller in Q4 2025 was Guggenheim Capital, an estimated $1.48M sold.

Based on aggregated 13F filings for Q4 2025.