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PIMCO Dynamic Income Fund
PDI

329 hedge funds and large institutions have $1.08B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 80

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

3% more funds holding

Funds holding: 318 → 329 (+11)

4% less capital invested

Capital invested by funds: $1.13B → $1.08B (-$48.2M)

1.27% less ownership

Funds ownership: 16.29% → 15.02% (-1.3%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
329
Holders Change
+11
Holders Change %
+3.46%
% of All Funds
4.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
38
Increased
158
Reduced
80
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$12.6M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.49M
3
UBS Group
UBS Group
Switzerland
+$5.27M
4
Bank of America
Bank of America
North Carolina
+$3.08M
5
CRC
Catawba River Capital
South Carolina
+$2.78M

Top Sellers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
-$26.8M
2
Morgan Stanley
Morgan Stanley
New York
-$9.86M
3
IC
IEQ Capital
California
-$9.61M
4
IFG
Independent Financial Group
California
-$6.6M
5
WIA
World Investment Advisors
California
-$3.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
226
Disciplined Investments
Oklahoma
$266K – – –
KWM
227
Kingsview Wealth Management
Oregon
$265K -$50.2K -2,697 -16%
BWM
228
BCS Wealth Management
Tennessee
$264K – – –
FA
229
Financial Alternatives
California
$263K – – –
SCA
230
Snowden Capital Advisors
New York
$259K +$1.21K +65 +0.5%
AIP
231
Almanack Investment Partners
Pennsylvania
$253K – – –
CTB
232
Country Trust Bank
Illinois
$252K +$18.6K +1,000 +8%
NI
233
Natural Investments
California
$247K +$4.72K +254 +2%
SSC
234
Syverson Strege & Co
Iowa
$245K +$7.18K +386 +3%
BPA
235
Beacon Pointe Advisors
California
$243K +$707 +38 +0.3%
EAM
236
Evanson Asset Management
California
$242K +$238K +12,767 New
KCPT
237
Kingstone Capital Partners Texas
Texas
$242K +$28.6K +1,537 +14%
Balyasny Asset Management
238
Balyasny Asset Management
Illinois
$240K +$235K +12,658 New
ASN
239
Advisory Services Network
Georgia
$237K +$8.13K +437 +4%
JSW
240
Journey Strategic Wealth
New Jersey
$234K +$229K +12,326 New
IFWM
241
Institute for Wealth Management
Colorado
$232K +$930 +50 +0.4%
Corient Private Wealth
242
Corient Private Wealth
Florida
$229K -$12K -643 -5%
SL
243
Summitry LLC
California
$228K – – –
CIA
244
Capital Investment Advisors
Georgia
$225K – – –
OPWM
245
Oxinas Partners Wealth Management
Indiana
$225K +$220K +11,846 New
VWA
246
Visionary Wealth Advisors
Illinois
$225K +$4.63K +249 +2%
AAS
247
Ameritas Advisory Services
Nebraska
$224K -$160K -8,576 -42%
LMKC
248
L.M. Kohn & Company
Ohio
$224K – – –
IC
249
IEQ Capital
California
$223K -$9.61M -516,600 -98%
LWA
250
Lantern Wealth Advisors
New York
$222K +$217K +11,688 New
8 9
10
11 12

PDI Hedge Fund Activity: Q2 2025 in Review

329 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q2 2025, worth a combined $1.08B — down 4.3% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PDI positions and 23 closed out — a net gain of 15 holders — while 158 added to existing stakes and 80 trimmed.

The largest buyer was LPL Financial, adding an estimated $12.6M. The largest seller was Atria Wealth Solutions, cutting an estimated $26.8M.

  • 329 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q2 2025, up from 318 in Q1 2025.
  • Funds reported $1.08B of PIMCO Dynamic Income Fund stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 38 funds opened new PIMCO Dynamic Income Fund positions in Q2 2025 and 23 closed out, a net change of +15 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q2 2025 was LPL Financial, an estimated $12.6M added.
  • The largest PIMCO Dynamic Income Fund seller in Q2 2025 was Atria Wealth Solutions, an estimated $26.8M sold.

Based on aggregated 13F filings for Q2 2025.