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PIMCO Dynamic Income Fund

322 hedge funds and large institutions have $1.05B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 154 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+8
Holders Change %
+2.55%
% of All Funds
4.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
37
Increased
154
Reduced
79
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NAS
251
NWF Advisory Services
California
$216K -$37.2K -1,962 -15%
NS
252
NBC Securities
Alabama
$215K +$2.82K +149 +1%
WCM
253
Winebrenner Capital Management
Kentucky
$208K +$15.2K +800 +8%
TA
254
TPG Advisors
Illinois
$206K -$12K -634 -6%
IWM
255
IHT Wealth Management
Illinois
$204K +$204K +10,764 New
YWM
256
Yukon Wealth Management
Kansas
$202K -$228K -12,011 -53%
GWM
257
Geneos Wealth Management
Colorado
$202K -$269K -14,206 -57%
SIMG
258
Sonora Investment Management Group
Arizona
$200K +$455 +24 +0.2%
GAA
259
Global Assets Advisory
Florida
$196K +$196K +10,277 New
IWA
260
Icon Wealth Advisors
Texas
$196K
CGH
261
Crossmark Global Holdings
Texas
$195K
CWP
262
Concord Wealth Partners
Virginia
$194K +$6.87K +362 +4%
CAMV
263
Concord Asset Management (Virginia)
Virginia
$194K +$194K +10,252 New
FWP
264
Firethorn Wealth Partners
Georgia
$193K +$193K +10,152 New
FCA
265
FLC Capital Advisors
California
$192K
DWP
266
Daymark Wealth Partners
Ohio
$191K +$191K +10,053 New
CWA
267
Consilium Wealth Advisory
Texas
$190K
GWSG
268
GPS Wealth Strategies Group
Colorado
$176K
HCM
269
Hollencrest Capital Management
California
$169K
CF
270
Centaurus Financial
California
$161K +$38 +2 +0%
AWM
271
AllSquare Wealth Management
New York
$160K -$23.3K -1,227 -13%
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$159K
AF
273
Allworth Financial
California
$138K +$126K +6,651 +1,096%
LFG
274
Larson Financial Group
Missouri
$134K
HI
275
Harbour Investments
Wisconsin
$129K -$5.46K -288 -4%