PDI icon

PIMCO Dynamic Income Fund

327 hedge funds and large institutions have $1.16B invested in PIMCO Dynamic Income Fund in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 153 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCPT
226
Kingstone Capital Partners Texas
Texas
$287K
CFG
227
Certior Financial Group
Pennsylvania
$287K
DI
228
Disciplined Investments
Oklahoma
$279K
BWM
229
BCS Wealth Management
Tennessee
$275K
FA
230
Financial Alternatives
California
$275K
SCA
231
Snowden Capital Advisors
New York
$271K
KWA
232
Kingswood Wealth Advisors
California
$270K
SWM
233
Spire Wealth Management
Virginia
$268K
UCFA
234
United Capital Financial Advisors
Texas
$265K
AIP
235
Almanack Investment Partners
Pennsylvania
$264K
KWM
236
Kingsview Wealth Management
Oregon
$263K
SSC
237
Syverson Strege & Co
Iowa
$263K
WCM
238
Winebrenner Capital Management
Kentucky
$262K
HA
239
Herold Advisors
New York
$261K
ASN
240
Advisory Services Network
Georgia
$260K
YWM
241
Yukon Wealth Management
Kansas
$257K
GAA
242
Global Assets Advisory
Florida
$252K
AWA
243
Arkadios Wealth Advisors
Georgia
$245K
AWM
244
Axxcess Wealth Management
California
$243K
IFWM
245
Institute for Wealth Management
Colorado
$243K
Corient Private Wealth
246
Corient Private Wealth
Florida
$239K
SL
247
Summitry LLC
California
$238K
MYIA
248
Mount Yale Investment Advisors
Colorado
$237K
VWA
249
Visionary Wealth Advisors
Illinois
$235K
LAM
250
Lifestyle Asset Management
Texas
$235K