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AGD

abrdn Global Dynamic Dividend Fund
AGD

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: 57 → 59 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.2M
2
LPL Financial
LPL Financial
California
+$891K
3
IAIM
International Assets Investment Management
Florida
+$804K
4
Raymond James Financial
Raymond James Financial
Florida
+$802K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$650K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.48M
2
UBS Group
UBS Group
Switzerland
-$776K
3
Ameriprise
Ameriprise
Minnesota
-$434K
4
Morgan Stanley
Morgan Stanley
New York
-$406K
5
AWA
Adapt Wealth Advisors
Georgia
-$398K
Name Holding Trade Value Shares
Change 		Change in
Stake
DF
51
DecisionPoint Financial
Arizona
$4.21K +$4.26K +361 New
GRP
52
Global Retirement Partners
California
$3.5K – – –
HWP
53
Highline Wealth Partners
California
$2.92K +$1.48K +125 +100%
CFP
54
Comprehensive Financial Planning
Pennsylvania
$2.52K +$2.55K +216 New
US Bancorp
55
US Bancorp
Minnesota
$2.39K – – –
MWA
56
Medallion Wealth Advisors
Connecticut
$2.09K – – –
AUB
57
Atlantic Union Bankshares
Virginia
$1.75K -$590 -50 -25%
GI
58
GAMMA Investing
California
$152 – – –
Citigroup
59
Citigroup
New York
$70 – – –
AWA
60
Adapt Wealth Advisors
Georgia
– -$398K -29,851 Closed
Invesco
61
Invesco
Georgia
– -$288K -21,594 Closed
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
– -$217K -16,278 Closed
Truist Financial
63
Truist Financial
North Carolina
– -$212K -15,923 Closed
Jane Street
64
Jane Street
New York
– -$186K -13,968 Closed
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
– -$170K -12,794 Closed
AAS
66
Ameritas Advisory Services
Nebraska
– -$26.6K -2,000 Closed
1 2
3

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.