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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 %
SSC
226
Syverson Strege & Co
Iowa
$245K 12,891 +386 +3%
BPA
227
Beacon Pointe Advisors
California
$243K 12,832 +38 +0.3%
EAM
228
Evanson Asset Management
California
$242K 12,767 +12,767 New
KCPT
229
Kingstone Capital Partners Texas
Texas
$242K 12,750 +1,537 +14%
Balyasny Asset Management
230
Balyasny Asset Management
Illinois
$240K 12,658 +12,658 New
ASN
231
Advisory Services Network
Georgia
$237K 12,350 +437 +4%
JSW
232
Journey Strategic Wealth
New Jersey
$234K 12,326 +12,326 New
IFWM
233
Institute for Wealth Management
Colorado
$232K 12,205 +50 +0.4%
Corient Private Wealth
234
Corient Private Wealth
Florida
$229K 12,064 -644 -5%
SL
235
Summitry LLC
California
$228K 12,000 – –
CIA
236
Capital Investment Advisors
Georgia
$225K 11,879 – –
OPWM
237
Oxinas Partners Wealth Management
Indiana
$225K 11,846 +11,846 New
VWA
238
Visionary Wealth Advisors
Illinois
$225K 11,840 +249 +2%
AAS
239
Ameritas Advisory Services
Nebraska
$224K 11,806 -8,576 -42%
LMKC
240
L.M. Kohn & Company
Ohio
$224K 11,785 – –
IC
241
IEQ Capital
California
$223K 11,759 -516,600 -98%
LWA
242
Lantern Wealth Advisors
New York
$222K 11,688 +11,688 New
SFC
243
Strategic Financial Concepts
Texas
$221K 11,650 +11,650 New
HA
244
Herold Advisors
New York
$219K 11,523 +11,523 New
XT
245
XTX Topco
Cayman Islands
$218K 11,515 +11,515 New
SWM
246
SeaCrest Wealth Management
New York
$217K 11,446 – –
AWA
247
Arkadios Wealth Advisors
Georgia
$217K 11,427 +555 +5%
NS
248
NBC Securities
Alabama
$215K 11,358 +149 +1%
WCM
249
Winebrenner Capital Management
Kentucky
$208K 10,946 +800 +8%
TA
250
TPG Advisors
Illinois
$206K 10,840 -634 -6%
8 9
10
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