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PIMCO Dynamic Income Fund
PDI

370 hedge funds and large institutions have $1.12B invested in PIMCO Dynamic Income Fund in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 81 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 81

74% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 31

5% more funds holding

Funds holding: 353 → 370 (+17)

0.75% less ownership

Funds ownership: 18.04% → 17.28% (-0.75%)

7% less capital invested

Capital invested by funds: $1.21B → $1.12B (-$89.2M)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
370
Holders Change
+17
Holders Change %
+4.82%
% of All Funds
4.55%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
54
Increased
178
Reduced
81
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$13.8M
2
AWM
Avior Wealth Management
Nebraska
+$8.11M
3
LPL Financial
LPL Financial
California
+$7.47M
4
DWP
Destiny Wealth Partners
Florida
+$6.67M
5
AWA
Arkadios Wealth Advisors
Georgia
+$6.55M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$50M
2
JWCA
J.W. Cole Advisors
Florida
-$29.1M
3
LSC
Logan Stone Capital
Illinois
-$21.8M
4
SCM
SOL Capital Management
Maryland
-$13.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$12.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
251
CWC Advisors
Oregon
$248K +$66.3K +3,685 +34%
KWA
252
Kingswood Wealth Advisors
California
$244K – – –
IAG
253
Investmark Advisory Group
Connecticut
$240K +$1.71K +95 +0.7%
BWM
254
BCS Wealth Management
Tennessee
$238K -$250K -13,904 -50%
SSC
255
Syverson Strege & Co
Iowa
$238K +$7.99K +444 +3%
TCM
256
Triumph Capital Management
Colorado
$233K -$763K -42,360 -76%
AIP
257
Almanack Investment Partners
Pennsylvania
$229K – – –
RIA
258
Regal Investment Advisors
Michigan
$228K +$240K +13,335 New
AF
259
Allworth Financial
California
$221K +$33.2K +1,842 +17%
BPA
260
Beacon Pointe Advisors
California
$219K +$43.7K +2,425 +23%
JWCA
261
J.W. Cole Advisors
Florida
$218K -$29.1M -1,613,515 -99%
GS
262
GWN Securities
Florida
$216K – – –
SW
263
SMART Wealth
Nebraska
$215K +$226K +12,546 New
MYIA
264
Mount Yale Investment Advisors
Colorado
$213K +$324 +18 +0.1%
KCAM
265
Kagan Cocozza Asset Management
New Jersey
$212K +$223K +12,376 New
SCP
266
Silverleafe Capital Partners
Tennessee
$211K +$222K +12,320 New
VAS
267
Vestmark Advisory Solutions
Massachusetts
$210K +$306 +17 +0.1%
SL
268
Summitry LLC
California
$205K – – –
EWA
269
EP Wealth Advisors
California
$203K – – –
NS
270
NBC Securities
Alabama
$202K +$29.3K +1,627 +16%
AWA
271
Adapt Wealth Advisors
Georgia
$201K +$16.9K +939 +9%
FGA
272
Fortis Group Advisors
New Jersey
$200K +$468 +26 +0.2%
SCA
273
Snowden Capital Advisors
New York
$199K -$12.2K -675 -6%
ACM
274
Anfield Capital Management
California
$199K +$154K +8,577 +283%
MA
275
Mezzasalma Advisors
New Jersey
$196K -$24K -1,331 -10%
9 10
11
12 13

PDI Hedge Fund Activity: Q1 2026 in Review

370 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q1 2026, worth a combined $1.12B — down 7.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PDI positions and 31 closed out — a net gain of 23 holders — while 178 added to existing stakes and 81 trimmed.

The largest buyer was Cerity Partners, adding an estimated $13.8M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $50M sold.

  • 370 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q1 2026, up from 353 in Q4 2025.
  • Funds reported $1.12B of PIMCO Dynamic Income Fund stock for Q1 2026, down 7.4% quarter-over-quarter.
  • 54 funds opened new PIMCO Dynamic Income Fund positions in Q1 2026 and 31 closed out, a net change of +23 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q1 2026 was Cerity Partners, an estimated $13.8M added.
  • The largest PIMCO Dynamic Income Fund seller in Q1 2026 was Rivernorth Capital Management, an estimated $50M sold.

Based on aggregated 13F filings for Q1 2026.