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PIMCO Dynamic Income Fund

365 hedge funds and large institutions have $1.11B invested in PIMCO Dynamic Income Fund in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 175 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
SWM
226
Spire Wealth Management
Virginia
$298K
TA
227
TPG Advisors
Illinois
$295K
UAG
228
United Advisor Group
Ohio
$295K
CFG
229
Certior Financial Group
Pennsylvania
$294K
FIA
230
Foundations Investment Advisors
Arizona
$294K
TWM
231
TopTier Wealth Management
Wisconsin
$291K
HCM
232
Hollencrest Capital Management
California
$285K
AF
233
AtlasMark Financial
Texas
$281K
GWM
234
Geneos Wealth Management
Colorado
$281K
DADC
235
D.A. Davidson & Co
Montana
$281K
FWP
236
Flatrock Wealth Partners
California
$280K
BEI
237
Benjamin Edwards Inc
Missouri
$275K
BHPW
238
Beverly Hills Private Wealth
California
$275K
SFC
239
Strategic Financial Concepts
Texas
$273K
MWM
240
Melfa Wealth Management
Massachusetts
$272K
MWA
241
Merkkuri Wealth Advisors
New York
$271K
WA
242
Whipplewood Advisors
Colorado
$267K
AHL
243
Abel Hall LLC
Louisiana
$257K
UCFA
244
United Capital Financial Advisors
Texas
$254K
CBU
245
CIBC Bancorp USA
Illinois
$252K
US Bancorp
246
US Bancorp
Minnesota
$249K
CA
247
CWC Advisors
Oregon
$248K
KWA
248
Kingswood Wealth Advisors
California
$244K
IAG
249
Investmark Advisory Group
Connecticut
$240K
BWM
250
BCS Wealth Management
Tennessee
$238K