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PIMCO Dynamic Income Fund

370 hedge funds and large institutions have $1.12B invested in PIMCO Dynamic Income Fund in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 81 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 81

74% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 31

5% more funds holding

Funds holding: 353370 (+17)

0.75% less ownership

Funds ownership: 18.04%17.28% (-0.75%)

7% less capital invested

Capital invested by funds: $1.21B → $1.12B (-$89.2M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
370
Holders Change
+17
Holders Change %
+4.82%
% of All Funds
4.55%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
54
Increased
178
Reduced
81
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$221M +$3.65M +202,834 +2%
LPL Financial
2
LPL Financial
California
$90.5M +$7.47M +414,913 +9%
Bank of America
3
Bank of America
North Carolina
$52M +$1.85M +102,618 +3%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$29.2M +$1.99M +110,655 +7%
UBS Group
5
UBS Group
Switzerland
$28.2M +$972K +53,973 +3%
Wells Fargo
6
Wells Fargo
California
$27.3M -$11.2M -621,042 -28%
Osaic Holdings
7
Osaic Holdings
Arizona
$27M +$2.59M +143,827 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$26.3M +$2.63M +146,246 +11%
PI
9
PFG Investments
New York
$26.1M +$1.32M +73,358 +5%
Raymond James Financial
10
Raymond James Financial
Florida
$24.9M +$1.56M +86,461 +6%
Cohen & Steers
11
Cohen & Steers
New York
$24.4M +$4.47M +248,443 +21%
TWC
12
TD Waterhouse Canada
Ontario, Canada
$22.7M +$1.56M +86,559 +7%
EPG
13
Estate Planners Group
Pennsylvania
$22.4M +$284K +15,794 +1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$20.2M +$1.41M +78,363 +7%
PAG
15
Private Advisor Group
New Jersey
$15M +$762K +42,335 +5%
Cerity Partners
16
Cerity Partners
New York
$13.5M +$13.8M +767,617 +3,419%
IFG
17
Independent Financial Group
California
$12.5M +$32.9K +1,830 +0.3%
MHFA
18
Mission Hills Financial Advisory
California
$12.4M +$751K +41,718 +6%
GC
19
Guggenheim Capital
Illinois
$11.9M -$72K -3,998 -0.6%
CWP
20
Cyndeo Wealth Partners
Florida
$10.6M +$2.66M +147,900 +31%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$10.2M -$12.8M -708,892 -54%
NWMP
22
Noble Wealth Management PBC
Colorado
$9.89M +$802K +44,531 +8%
CA
23
Cornerstone Advisory
Maryland
$9.73M -$856K -47,532 -8%
B
24
Bensler
Washington
$9M +$428K +23,770 +5%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$8.28M +$1.28M +71,055 +17%

PDI Hedge Fund Activity: Q1 2026 in Review

370 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q1 2026, worth a combined $1.12B — down 7.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PDI positions and 31 closed out — a net gain of 23 holders — while 178 added to existing stakes and 81 trimmed.

The largest buyer was Cerity Partners, adding an estimated $13.8M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $50M sold.

  • 370 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q1 2026, up from 353 in Q4 2025.
  • Funds reported $1.12B of PIMCO Dynamic Income Fund stock for Q1 2026, down 7.4% quarter-over-quarter.
  • 54 funds opened new PIMCO Dynamic Income Fund positions in Q1 2026 and 31 closed out, a net change of +23 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q1 2026 was Cerity Partners, an estimated $13.8M added.
  • The largest PIMCO Dynamic Income Fund seller in Q1 2026 was Rivernorth Capital Management, an estimated $50M sold.

Based on aggregated 13F filings for Q1 2026.