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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
PCM
1
Penserra Capital Management
California
$8.56M +$594K +50,302 +7%
Bank of America
2
Bank of America
North Carolina
$7.87M +$1.2M +101,275 +18%
Raymond James Financial
3
Raymond James Financial
Florida
$6.27M +$802K +67,972 +14%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.22M +$650K +55,030 +25%
LPL Financial
5
LPL Financial
California
$2.95M +$891K +75,502 +43%
Wells Fargo
6
Wells Fargo
California
$2.42M +$605K +51,275 +33%
Morgan Stanley
7
Morgan Stanley
New York
$1.85M -$406K -34,397 -18%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.77M +$382K +32,369 +27%
IAIM
9
International Assets Investment Management
Florida
$1.65M +$804K +68,060 +93%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.52M +$77K +6,525 +5%
UBS Group
11
UBS Group
Switzerland
$1.52M -$776K -65,724 -33%
GC
12
Guggenheim Capital
Illinois
$1.15M -$1.48M -125,431 -56%
IPAM
13
Investment Partners Asset Management
New Jersey
$963K -$315K -26,661 -24%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$870K -$54.7K -4,633 -6%
Cerity Partners
15
Cerity Partners
New York
$862K +$1.36K +115 +0.2%
1W
16
1776 Wealth
Georgia
$442K -$25K -2,121 -5%
Ameriprise
17
Ameriprise
Minnesota
$397K -$434K -36,734 -52%
CL
18
Choreo LLC
Illinois
$396K -$58.5K -4,957 -13%
NAS
19
NWF Advisory Services
California
$383K -$9.86K -835 -2%
OC
20
Oppenheimer & Co
New York
$365K +$1.88K +159 +0.5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$344K -$8.26K -700 -2%
KA
22
Kovack Advisors
Florida
$303K +$307K +25,976 New
KFA
23
Kapstone Financial Advisors
Ohio
$295K +$65.8K +5,575 +28%
EW
24
Entruity Wealth
California
$270K
BCM
25
Brookstone Capital Management
Illinois
$217K -$5.9K -500 -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.