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PIMCO Dynamic Income Fund

329 hedge funds and large institutions have $1.16B invested in PIMCO Dynamic Income Fund in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 155 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
226
Chicago Partners Investment Group
Illinois
$293K
KCPT
227
Kingstone Capital Partners Texas
Texas
$287K
CFG
228
Certior Financial Group
Pennsylvania
$287K
DI
229
Disciplined Investments
Oklahoma
$279K
BWM
230
BCS Wealth Management
Tennessee
$275K
FA
231
Financial Alternatives
California
$275K
SCA
232
Snowden Capital Advisors
New York
$271K
KWA
233
Kingswood Wealth Advisors
California
$270K
SWM
234
Spire Wealth Management
Virginia
$268K
UCFA
235
United Capital Financial Advisors
Texas
$265K
AIP
236
Almanack Investment Partners
Pennsylvania
$264K
KWM
237
Kingsview Wealth Management
Oregon
$263K
SSC
238
Syverson Strege & Co
Iowa
$263K
WCM
239
Winebrenner Capital Management
Kentucky
$262K
HA
240
Herold Advisors
New York
$261K
ASN
241
Advisory Services Network
Georgia
$260K
YWM
242
Yukon Wealth Management
Kansas
$257K
GAA
243
Global Assets Advisory
Florida
$252K
AWA
244
Arkadios Wealth Advisors
Georgia
$245K
AWM
245
Axxcess Wealth Management
California
$243K
IFWM
246
Institute for Wealth Management
Colorado
$243K
Corient Private Wealth
247
Corient Private Wealth
Florida
$239K
SL
248
Summitry LLC
California
$238K
MYIA
249
Mount Yale Investment Advisors
Colorado
$237K
VWA
250
Visionary Wealth Advisors
Illinois
$235K