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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

322 hedge funds and large institutions have $1.05B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 154 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+8
Holders Change %
+2.55%
% of All Funds
4.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
37
Increased
154
Reduced
79
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$12.8M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.6M
3
UBS Group
UBS Group
Switzerland
+$5.37M
4
Bank of America
Bank of America
North Carolina
+$3.14M
5
CRC
Catawba River Capital
South Carolina
+$2.84M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$27.6M
2
Morgan Stanley
Morgan Stanley
New York
-$10.1M
3
IC
IEQ Capital
California
-$9.8M
4
WIA
World Investment Advisors
California
-$3.85M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
226
Almanack Investment Partners
Pennsylvania
$253K – – –
CTB
227
Country Trust Bank
Illinois
$252K +$19K +1,000 +8%
NI
228
Natural Investments
California
$247K +$4.8K +254 +2%
SSC
229
Syverson Strege & Co
Iowa
$245K +$7.32K +386 +3%
BPA
230
Beacon Pointe Advisors
California
$243K +$721 +38 +0.3%
EAM
231
Evanson Asset Management
California
$242K +$242K +12,767 New
KCPT
232
Kingstone Capital Partners Texas
Texas
$242K +$29.2K +1,537 +14%
Balyasny Asset Management
233
Balyasny Asset Management
Illinois
$240K +$240K +12,658 New
ASN
234
Advisory Services Network
Georgia
$237K +$8.39K +437 +4%
JSW
235
Journey Strategic Wealth
New Jersey
$234K +$234K +12,326 New
IFWM
236
Institute for Wealth Management
Colorado
$232K +$949 +50 +0.4%
Corient Private Wealth
237
Corient Private Wealth
Florida
$229K -$12.2K -644 -5%
SL
238
Summitry LLC
California
$228K – – –
CIA
239
Capital Investment Advisors
Georgia
$225K – – –
OPWM
240
Oxinas Partners Wealth Management
Indiana
$225K +$225K +11,846 New
VWA
241
Visionary Wealth Advisors
Illinois
$225K +$4.72K +249 +2%
AAS
242
Ameritas Advisory Services
Nebraska
$224K -$163K -8,576 -42%
LMKC
243
L.M. Kohn & Company
Ohio
$224K – – –
IC
244
IEQ Capital
California
$223K -$9.8M -516,600 -98%
LWA
245
Lantern Wealth Advisors
New York
$222K +$222K +11,688 New
SFC
246
Strategic Financial Concepts
Texas
$221K +$221K +11,650 New
HA
247
Herold Advisors
New York
$219K +$219K +11,523 New
XT
248
XTX Topco
Cayman Islands
$218K +$218K +11,515 New
SWM
249
SeaCrest Wealth Management
New York
$217K – – –
AWA
250
Arkadios Wealth Advisors
Georgia
$217K +$10.5K +555 +5%
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10
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