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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
FFA
51
Farther Finance Advisors
California
$12.1K
HI
52
Hoey Investments
Pennsylvania
$9.22K
CAM
53
Costello Asset Management
Pennsylvania
$6.37K +$172 +17 +3%
SPIA
54
Steward Partners Investment Advisory
New York
$5.84K
TSMHT
55
Thurston Springer Miller Herd & Titak
Indiana
$4.97K
IA
56
IFP Advisors
Florida
$4.42K -$25.2K -2,500 -86%
GRP
57
Global Retirement Partners
California
$3.31K +$3.03K +300 New
US Bancorp
58
US Bancorp
Minnesota
$2.26K
MWA
59
Medallion Wealth Advisors
Connecticut
$1.98K
GI
60
GAMMA Investing
California
$144 +$131 +13 New
Citigroup
61
Citigroup
New York
$66
SIA
62
Sit Investment Associates
Minnesota
-$920K -92,400 Closed
KIM
63
Karpus Investment Management
New York
-$638K -64,029 Closed
SFS
64
Shaker Financial Services
Virginia
-$383K -38,497 Closed
A
65
Argentarii
Ohio
-$180K -18,070 Closed
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
-$155K -15,585 Closed
CL
67
CSS LLC
Illinois
-$103K -10,326 Closed
WAM
68
WNY Asset Management
New York
-$100K -10,085 Closed
SW
69
SkyOak Wealth
Michigan
-$99.6K -10,000 Closed
TJHA
70
Thomas J. Herzfeld Advisors
Florida
-$14.8K -1,487 Closed
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
-$12.4K -1,245 Closed
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
-$6.45K -648 Closed
CW
73
Curio Wealth
Maryland
-$9.8K -1 Closed

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.