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AGD

abrdn Global Dynamic Dividend Fund

65 hedge funds and large institutions have $51.2M invested in abrdn Global Dynamic Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

10% more funds holding

Funds holding: 5965 (+6)

2.12% more ownership

Funds ownership: 16.93%19.05% (+2.1%)

4% more capital invested

Capital invested by funds: $49.1M → $51.2M (+$2.12M)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
26
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
26
Kapstone Financial Advisors
Ohio
$309K +$40.1K +3,315 +13%
Jane Street
27
Jane Street
New York
$267K +$299K +24,727 New
EW
28
Entruity Wealth
California
$250K
KA
29
Kovack Advisors
Florida
$234K -$56.6K -4,678 -18%
VF
30
Virtu Financial
New York
$219K +$246K +20,286 New
BCM
31
Brookstone Capital Management
Illinois
$201K
IP
32
Indivisible Partners
Florida
$187K +$33K +2,729 +19%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$161K +$180K +14,897 New
SLC
34
Second Line Capital
Louisiana
$160K +$85 +7 +0.1%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$152K +$8.27K +683 +5%
Stifel Financial
36
Stifel Financial
Missouri
$147K +$30.5K +2,521 +23%
EPW
37
Evolve Private Wealth
California
$145K -$1.6K -132 -1%
ACA
38
Aptus Capital Advisors
Alabama
$141K +$73 +6 +0%
AIA
39
Absolute Investment Advisers
Florida
$130K +$146K +12,018 New
WS
40
Wedbush Securities
California
$118K +$908 +75 +0.7%
OBWG
41
Onyx Bridge Wealth Group
New York
$113K +$472 +39 +0.4%
AA
42
Advisory Advocates
Michigan
$111K +$125K +10,300 New
SWM
43
Spire Wealth Management
Virginia
$107K -$1.33K -110 -1%
CA
44
CoreCap Advisors
Michigan
$102K -$21.3K -1,758 -16%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$90.2K +$101K +8,355 New
QL
46
Quarry LP
New York
$54.1K +$60.6K +5,007 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$46.7K +$375 +31 +0.7%
AIM
48
Axiom Investment Management
New York
$36.4K +$40.8K +3,373 New
AAG
49
Armstrong Advisory Group
Massachusetts
$34K +$1.49K +123 +4%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$22.7K

AGD Hedge Fund Activity: Q1 2026 in Review

65 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in abrdn Global Dynamic Dividend Fund (AGD) for Q1 2026, worth a combined $51.2M — up 4.3% from $49.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AGD positions and 4 closed out — a net gain of 8 holders — while 26 added to existing stakes and 9 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $3.59M. The largest seller was Bank of America, cutting an estimated $1.51M.

  • 65 institutional investors held abrdn Global Dynamic Dividend Fund (AGD) as of Q1 2026, up from 59 in Q4 2025.
  • Funds reported $51.2M of abrdn Global Dynamic Dividend Fund stock for Q1 2026, up 4.3% quarter-over-quarter.
  • 12 funds opened new abrdn Global Dynamic Dividend Fund positions in Q1 2026 and 4 closed out, a net change of +8 holders.
  • The largest abrdn Global Dynamic Dividend Fund buyer in Q1 2026 was Raymond James Financial, an estimated $3.59M added.
  • The largest abrdn Global Dynamic Dividend Fund seller in Q1 2026 was Bank of America, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2026.