We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

352 hedge funds and large institutions have $1.21B invested in PIMCO Dynamic Income Fund in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 124 increasing their positions, 117 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

4% more funds holding

Funds holding: 337352 (+15)

1.28% more ownership

Funds ownership: 16.74%18.02% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 117

2% more capital invested

Capital invested by funds: $1.19B → $1.21B (+$22M)

Holders
352
Holders Change
+15
Holders Change %
+4.45%
% of All Funds
4.28%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
59
Increased
124
Reduced
117
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
226
Concurrent Investment Advisors
Florida
$314K -$19.7K -1,072 -6%
CFG
227
Certior Financial Group
Pennsylvania
$309K +$55K +3,000 +21%
RAM
228
Readystate Asset Management
Illinois
$307K +$318K +17,313 New
GL
229
GHE LLC
Tennessee
$305K
HCM
230
Hollencrest Capital Management
California
$303K +$151K +8,205 +92%
PFGIA
231
Patriot Financial Group Insurance Agency
Massachusetts
$302K +$789 +43 +0.3%
TWM
232
TopTier Wealth Management
Wisconsin
$301K +$312K +17,021 New
AWA
233
Arkadios Wealth Advisors
Georgia
$296K +$79.8K +4,350 +35%
DADC
234
D.A. Davidson & Co
Montana
$295K -$36.7K -1,998 -11%
BHPW
235
Beverly Hills Private Wealth
California
$295K -$26.6K -1,450 -8%
Pathstone Holdings
236
Pathstone Holdings
New Jersey
$295K +$305K +16,630 New
HA
237
Herold Advisors
New York
$294K +$63.5K +3,462 +26%
FWP
238
Flatrock Wealth Partners
California
$292K +$299K +16,298 New
GWP
239
Gateway Wealth Partners
Wisconsin
$288K -$15.5K -845 -5%
BEI
240
Benjamin Edwards Inc
Missouri
$283K -$46.5K -2,535 -14%
UAG
241
United Advisor Group
Ohio
$283K +$2.75K +150 +0.9%
MWM
242
Melfa Wealth Management
Massachusetts
$282K
AF
243
AtlasMark Financial
Texas
$281K +$292K +15,886 New
MWA
244
Merkkuri Wealth Advisors
New York
$281K
UCFA
245
United Capital Financial Advisors
Texas
$277K +$41.3K +2,251 +17%
WA
246
Whipplewood Advisors
Colorado
$271K
SWM
247
Spire Wealth Management
Virginia
$253K +$13.8K +750 +6%
KWA
248
Kingswood Wealth Advisors
California
$253K +$12K +656 +5%
KPWS
249
Kestra Private Wealth Services
Texas
$249K -$21.7K -1,181 -8%
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$247K -$111K -6,053 -30%