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AGD

abrdn Global Dynamic Dividend Fund
AGD

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: 61 → 57 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$1.14M
2
Ameriprise
Ameriprise
Minnesota
+$553K
3
AWA
Adapt Wealth Advisors
Georgia
+$353K
4
Bank of America
Bank of America
North Carolina
+$351K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$303K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.72M
2
Wells Fargo
Wells Fargo
California
-$1.45M
3
AAM
Advisors Asset Management
Colorado
-$1.26M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$806K
5
PAS
Park Avenue Securities
New York
-$732K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$2.73K – – –
AUB
52
Atlantic Union Bankshares
Virginia
$2.66K +$2.37K +200 New
MWA
53
Medallion Wealth Advisors
Connecticut
$2.38K – – –
HWP
54
Highline Wealth Partners
California
$1.67K +$1.48K +125 New
IAIM
55
International Assets Investment Management
Florida
$373 +$185K +15,660 +27%
GI
56
GAMMA Investing
California
$173 – – –
Citigroup
57
Citigroup
New York
$80 – – –
AAM
58
Advisors Asset Management
Colorado
– -$1.26M -114,268 Closed
PAS
59
Park Avenue Securities
New York
– -$732K -66,323 Closed
AIA
60
Absolute Investment Advisers
Florida
– -$662K -59,946 Closed
NA
61
NewEdge Advisors
Louisiana
– -$533K -48,303 Closed
QL
62
Quarry LP
New York
– -$379K -34,351 Closed
UPS
63
UHLMANN PRICE SECURITIES
Illinois
– -$257K -23,301 Closed
KA
64
Kovack Advisors
Florida
– -$160K -14,463 Closed
NPFS
65
Novak & Powell Financial Services
Florida
– -$144K -13,030 Closed
ICMP
66
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$137K -12,412 Closed
XT
67
XTX Topco
Cayman Islands
– -$135K -12,199 Closed
TSMHT
68
Thurston Springer Miller Herd & Titak
Indiana
– -$4.97K -450 Closed
1 2
3

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.