PDI icon

PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

314 hedge funds and large institutions have $1.1B invested in PIMCO Dynamic Income Fund in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 149 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.27%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
40
Increased
149
Reduced
67
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$26.2M
2
Morgan Stanley
Morgan Stanley
New York
+$17.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12M
4
LPL Financial
LPL Financial
California
+$11.9M
5
IC
IEQ Capital
California
+$10.2M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$155M
2
CCM
Consolidated Capital Management
California
-$12.6M
3
AWS
Atria Wealth Solutions
New York
-$5.54M
4
WWM
Wagner Wealth Management
South Carolina
-$4.15M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
251
Icon Wealth Advisors
Texas
$204K – – –
CGH
252
Crossmark Global Holdings
Texas
$204K +$204K +10,300 New
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$202K +$2.76K +139 +1%
WCM
254
Winebrenner Capital Management
Kentucky
$201K – – –
FCA
255
FLC Capital Advisors
California
$201K – – –
CWA
256
Consilium Wealth Advisory
Texas
$198K – – –
CWP
257
Concord Wealth Partners
Virginia
$196K +$8.53K +431 +5%
AWM
258
AllSquare Wealth Management
New York
$191K – – –
GWSG
259
GPS Wealth Strategies Group
Colorado
$183K – – –
HCM
260
Hollencrest Capital Management
California
$177K -$7.23K -365 -4%
CF
261
Centaurus Financial
California
$168K +$40 +2 +0%
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$166K +$157K +7,914 +1,615%
BBHC
263
Brown Brothers Harriman & Co
New York
$161K – – –
FFA
264
Farther Finance Advisors
California
$160K +$50.8K +2,568 +47%
SIS
265
Sound Income Strategies
Florida
$156K +$3.92K +198 +3%
TRCT
266
Tower Research Capital (TRC)
New York
$156K +$71.5K +3,612 +85%
BNP Paribas Financial Markets
267
BNP Paribas Financial Markets
France
$152K +$152K +7,667 New
HNB
268
Huntington National Bank
Ohio
$149K +$44K +2,224 +42%
LFG
269
Larson Financial Group
Missouri
$140K +$24.8K +1,250 +21%
HI
270
Harbour Investments
Wisconsin
$140K -$44.5K -2,247 -24%
GSWM
271
Golden State Wealth Management
California
$113K +$3.76K +190 +3%
FIA
272
FNY Investment Advisers
New York
$110K – – –
EWA
273
EverSource Wealth Advisors
Alabama
$99K +$19.8K +1,000 +25%
CCM
274
Coldstream Capital Management
Washington
$99K +$99K +5,000 New
SS
275
Sunbelt Securities
Texas
$78.1K +$29K +1,464 +59%
9 10
11
12 13