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PIMCO Dynamic Income Fund
PDI

337 hedge funds and large institutions have $1.19B invested in PIMCO Dynamic Income Fund in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 159 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 84

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$108M)

2% more funds holding

Funds holding: 329 → 337 (+8)

1.71% more ownership

Funds ownership: 15.02% → 16.74% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
337
Holders Change
+8
Holders Change %
+2.43%
% of All Funds
4.42%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
159
Reduced
84
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GP
Gridiron Partners
Pennsylvania
+$65.5M
2
Morgan Stanley
Morgan Stanley
New York
+$15M
3
LPL Financial
LPL Financial
California
+$14.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.55M
5
NA
NewEdge Advisors
Louisiana
+$4.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$3.58M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.4M
3
BRWA
B. Riley Wealth Advisors
Florida
-$2.91M
4
DWM
Drive Wealth Management
Utah
-$2.17M
5
ACM
AlphaStar Capital Management
North Carolina
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$299K +$86.2K +4,443 +42%
IAG
227
Investmark Advisory Group
Connecticut
$298K +$1.61K +83 +0.6%
TSS
228
Two Sigma Securities
New York
$297K -$48.8K -2,516 -14%
CPIG
229
Chicago Partners Investment Group
Illinois
$293K -$32.7K -1,688 -9%
KCPT
230
Kingstone Capital Partners Texas
Texas
$287K +$33.9K +1,747 +14%
CFG
231
Certior Financial Group
Pennsylvania
$287K +$281K +14,473 New
DI
232
Disciplined Investments
Oklahoma
$279K +$1.76K +91 +0.7%
BWM
233
BCS Wealth Management
Tennessee
$275K – – –
FA
234
Financial Alternatives
California
$275K – – –
SCA
235
Snowden Capital Advisors
New York
$271K +$1.38K +71 +0.5%
KWA
236
Kingswood Wealth Advisors
California
$270K +$264K +13,630 New
SWM
237
Spire Wealth Management
Virginia
$268K -$51.2K -2,640 -16%
UCFA
238
United Capital Financial Advisors
Texas
$265K +$259K +13,365 New
AIP
239
Almanack Investment Partners
Pennsylvania
$264K – – –
KWM
240
Kingsview Wealth Management
Oregon
$263K -$13.1K -677 -5%
SSC
241
Syverson Strege & Co
Iowa
$263K +$7.66K +395 +3%
WCM
242
Winebrenner Capital Management
Kentucky
$262K +$44.6K +2,300 +21%
HA
243
Herold Advisors
New York
$261K +$31.8K +1,640 +14%
ASN
244
Advisory Services Network
Georgia
$260K +$15.3K +790 +6%
YWM
245
Yukon Wealth Management
Kansas
$257K +$45.2K +2,331 +22%
GAA
246
Global Assets Advisory
Florida
$252K +$47.5K +2,451 +24%
AWA
247
Arkadios Wealth Advisors
Georgia
$245K +$17.9K +923 +8%
AWM
248
Axxcess Wealth Management
California
$243K -$78.9K -4,068 -25%
IFWM
249
Institute for Wealth Management
Colorado
$243K +$1.01K +52 +0.4%
Corient Private Wealth
250
Corient Private Wealth
Florida
$239K -$175 -9 -0.1%
8 9
10
11 12

PDI Hedge Fund Activity: Q3 2025 in Review

337 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q3 2025, worth a combined $1.19B — up 10% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PDI positions and 25 closed out — a net gain of 12 holders — while 159 added to existing stakes and 84 trimmed.

The largest buyer was Gridiron Partners, opening a new position worth an estimated $65.5M. The largest seller was Cohen & Steers, cutting an estimated $3.58M.

  • 337 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q3 2025, up from 329 in Q2 2025.
  • Funds reported $1.19B of PIMCO Dynamic Income Fund stock for Q3 2025, up 10% quarter-over-quarter.
  • 37 funds opened new PIMCO Dynamic Income Fund positions in Q3 2025 and 25 closed out, a net change of +12 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q3 2025 was Gridiron Partners, an estimated $65.5M added.
  • The largest PIMCO Dynamic Income Fund seller in Q3 2025 was Cohen & Steers, an estimated $3.58M sold.

Based on aggregated 13F filings for Q3 2025.