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PIMCO Dynamic Income Fund

343 hedge funds and large institutions have $1.2B invested in PIMCO Dynamic Income Fund in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

7% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 115

2% more capital invested

Capital invested by funds: $1.17B → $1.2B (+$24.1M)

Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$51.8M
2 +$22.4M
3 +$21.3M
4
Jane Street
Jane Street
New York
+$9.35M
5
MG
Marex Group
+$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
GL
226
GHE LLC
Tennessee
$305K
HCM
227
Hollencrest Capital Management
California
$303K
PFGIA
228
Patriot Financial Group Insurance Agency
Massachusetts
$302K
TWM
229
TopTier Wealth Management
Wisconsin
$301K
AWA
230
Arkadios Wealth Advisors
Georgia
$296K
DADC
231
D.A. Davidson & Co
Montana
$295K
BHPW
232
Beverly Hills Private Wealth
California
$295K
Pathstone Holdings
233
Pathstone Holdings
New Jersey
$295K
HA
234
Herold Advisors
New York
$294K
GWP
235
Gateway Wealth Partners
Wisconsin
$288K
BEI
236
Benjamin Edwards Inc
Missouri
$283K
UAG
237
United Advisor Group
Ohio
$283K
MWM
238
Melfa Wealth Management
Massachusetts
$282K
MWA
239
Merkkuri Wealth Advisors
New York
$281K
UCFA
240
United Capital Financial Advisors
Texas
$277K
WA
241
Whipplewood Advisors
Colorado
$271K
SWM
242
Spire Wealth Management
Virginia
$253K
KWA
243
Kingswood Wealth Advisors
California
$253K
KPWS
244
Kestra Private Wealth Services
Texas
$249K
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$247K
IAG
246
Investmark Advisory Group
Connecticut
$247K
SSC
247
Syverson Strege & Co
Iowa
$238K
BlackRock
248
BlackRock
New York
$238K
AIP
249
Almanack Investment Partners
Pennsylvania
$237K
CP
250
Creekside Partners
California
$234K