PDI icon

PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

317 hedge funds and large institutions have $1.05B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 153 increasing their positions, 77 reducing their positions, and 24 closing their positions.

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
36
Increased
153
Reduced
77
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$79.3M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$6.69M
3
UBS Group
3
UBS Group
Switzerland
$32.6M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$3.15M
5
Bank of America
5
Bank of America
North Carolina
$58.2M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$1.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$238M
3
IC
3
IEQ Capital
California
$223K
4
WIA
4
World Investment Advisors
California
$1.84M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$748K
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
251
IHT Wealth Management
Illinois
$204K 10,764 +10,764 New
YWM
252
Yukon Wealth Management
Kansas
$202K 10,665 -12,011 -53%
GWM
253
Geneos Wealth Management
Colorado
$202K 10,646 -14,206 -57%
SIMG
254
Sonora Investment Management Group
Arizona
$200K 10,531 +24 +0.2%
GAA
255
Global Assets Advisory
Florida
$196K 10,277 +10,277 New
IWA
256
Icon Wealth Advisors
Texas
$196K 10,323 – –
CGH
257
Crossmark Global Holdings
Texas
$195K 10,300 – –
CWP
258
Concord Wealth Partners
Virginia
$194K 10,252 +362 +4%
CAMV
259
Concord Asset Management (Virginia)
Virginia
$194K 10,252 +10,252 New
FWP
260
Firethorn Wealth Partners
Georgia
$193K 10,152 +10,152 New
FCA
261
FLC Capital Advisors
California
$192K 10,131 – –
DWP
262
Daymark Wealth Partners
Ohio
$191K 10,053 +10,053 New
CWA
263
Consilium Wealth Advisory
Texas
$190K 10,000 – –
GWSG
264
GPS Wealth Strategies Group
Colorado
$176K 9,267 – –
HCM
265
Hollencrest Capital Management
California
$169K 8,916 – –
CF
266
Centaurus Financial
California
$161K 8,471 +2 +0%
AWM
267
AllSquare Wealth Management
New York
$160K 8,413 -1,227 -13%
FDCDDQ
268
Federation des caisses Desjardins du Quebec
Quebec, Canada
$159K 8,404 – –
AF
269
Allworth Financial
California
$138K 7,258 +6,651 +1,096%
LFG
270
Larson Financial Group
Missouri
$134K 7,082 – –
HI
271
Harbour Investments
Wisconsin
$129K 6,778 -288 -4%
CF
272
Cantor Fitzgerald
New York
$123K 6,483 +6,483 New
GSWM
273
Golden State Wealth Management
California
$112K 5,897 +174 +3%
FIA
274
FNY Investment Advisers
New York
$106K 5,600 – –
EWA
275
EverSource Wealth Advisors
Alabama
$94.9K 5,000 – –
9 10
11
12 13