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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

317 hedge funds and large institutions have $1.05B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 153 increasing their positions, 77 reducing their positions, and 24 closing their positions.

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
36
Increased
153
Reduced
77
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$79.3M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$6.69M
3
UBS Group
3
UBS Group
Switzerland
$32.6M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$3.15M
5
Bank of America
5
Bank of America
North Carolina
$58.2M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$1.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$238M
3
IC
3
IEQ Capital
California
$223K
4
WIA
4
World Investment Advisors
California
$1.84M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$748K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$238M 12,561,807 -530,279 -4%
LPL Financial
2
LPL Financial
California
$79.3M 4,178,529 +676,147 +19%
Bank of America
3
Bank of America
North Carolina
$58.2M 3,068,594 +165,389 +6%
UBS Group
4
UBS Group
Switzerland
$32.6M 1,719,220 +283,257 +20%
JWCA
5
J.W. Cole Advisors
Florida
$28.1M 1,479,459 +51,088 +4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$27.6M 1,455,105 -124,789 -8%
PI
7
PFG Investments
New York
$26.2M 1,382,522 +68,322 +5%
Cohen & Steers
8
Cohen & Steers
New York
$24.4M 1,286,712 +54,459 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$24.3M 1,281,912 +51,319 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$23.5M 1,236,188 +44,714 +4%
Raymond James Financial
11
Raymond James Financial
Florida
$22.4M 1,181,086 -5,721 -0.5%
TWC
12
TD Waterhouse Canada
Ontario, Canada
$22.4M 1,175,418 +75,843 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$19.6M 1,067,816 -115,197 -10%
Wells Fargo
14
Wells Fargo
California
$18.7M 988,088 -59,812 -6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$18.6M 982,091 +136,625 +16%
PAG
16
Private Advisor Group
New Jersey
$15M 791,728 +84,797 +12%
SCM
17
SOL Capital Management
Maryland
$14.4M 759,321 -15,760 -2%
CA
18
Cornerstone Advisory
Maryland
$12.9M 680,209 +4,253 +0.6%
GC
19
Guggenheim Capital
Illinois
$12M 633,263 +61,939 +11%
MHFA
20
Mission Hills Financial Advisory
California
$10.1M 534,435 +83,009 +18%
SF
21
Summit Financial
New Jersey
$8.36M 435,437 +29,595 +7%
AllianceBernstein
22
AllianceBernstein
Tennessee
$8.29M 437,011 -4,909 -1%
CWP
23
Cyndeo Wealth Partners
Florida
$8.17M 430,842 +58,761 +16%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$7.57M 399,155 +36,310 +10%
WWM
25
Wagner Wealth Management
South Carolina
$7.52M 396,163 +29,424 +8%
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