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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

314 hedge funds and large institutions have $1.1B invested in PIMCO Dynamic Income Fund in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 149 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.27%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
40
Increased
149
Reduced
67
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$26.2M
2
Morgan Stanley
Morgan Stanley
New York
+$17.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12M
4
LPL Financial
LPL Financial
California
+$11.9M
5
IC
IEQ Capital
California
+$10.2M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$155M
2
CCM
Consolidated Capital Management
California
-$12.6M
3
AWS
Atria Wealth Solutions
New York
-$5.54M
4
WWM
Wagner Wealth Management
South Carolina
-$4.15M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
226
Beacon Pointe Advisors
California
$253K +$733 +37 +0.3%
NI
227
Natural Investments
California
$253K -$4.2K -213 -2%
Corient Private Wealth
228
Corient Private Wealth
Florida
$252K +$33.1K +1,670 +15%
WA
229
Whipplewood Advisors
Colorado
$250K -$155M -11,837 -100%
SSC
230
Syverson Strege & Co
Iowa
$248K +$7.31K +369 +3%
CTB
231
Country Trust Bank
Illinois
$243K – – –
IFWM
232
Institute for Wealth Management
Colorado
$241K +$241K +12,155 New
SL
233
Summitry LLC
California
$238K – – –
ASN
234
Advisory Services Network
Georgia
$236K -$39.9K -2,015 -14%
CIA
235
Capital Investment Advisors
Georgia
$235K – – –
LMKC
236
L.M. Kohn & Company
Ohio
$233K -$2.38K -120 -1%
VWA
237
Visionary Wealth Advisors
Illinois
$230K +$1.11K +56 +0.5%
TA
238
TPG Advisors
Illinois
$227K – – –
SWM
239
SeaCrest Wealth Management
New York
$227K -$13.5K -680 -6%
MGAM
240
McGowan Group Asset Management
Texas
$225K +$225K +11,367 New
LAM
241
Lewis Asset Management
California
$224K +$224K +11,323 New
KPWS
242
Kestra Private Wealth Services
Texas
$224K -$38.9K -1,967 -15%
KCPT
243
Kingstone Capital Partners Texas
Texas
$222K +$20.5K +1,034 +10%
NS
244
NBC Securities
Alabama
$221K +$221K +11,198 +101,800%
JIP
245
Jaffetilchin Investment Partners
Florida
$216K -$4.93K -249 -2%
AWA
246
Arkadios Wealth Advisors
Georgia
$215K +$215K +10,872 New
Pathstone Holdings
247
Pathstone Holdings
New Jersey
$215K +$215K +10,777 New
GWP
248
Gateway Wealth Partners
Wisconsin
$213K +$9.13K +461 +4%
SIMG
249
Sonora Investment Management Group
Arizona
$208K +$208K +10,507 New
NEPWA
250
New England Private Wealth Advisors
Massachusetts
$205K +$205K +10,356 New
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10
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