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PIMCO Dynamic Income Fund

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: 353370 (+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: 87 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CF
276
Convergence Financial
Missouri
$195K +$205K +11,405 New
CWP
277
Concord Wealth Partners
Virginia
$194K +$7.67K +426 +4%
FWP
278
Firethorn Wealth Partners
Georgia
$193K +$7.26K +403 +4%
CIA
279
Capital Investment Advisors
Georgia
$190K -$5.28K -293 -3%
LIM
280
Leavell Investment Management
Alabama
$186K +$193K +10,710 New
AC
281
Attessa Capital
Arizona
$184K +$194K +10,782 New
FWWM
282
Fiscal Wisdom Wealth Management
Connecticut
$179K +$189K +10,486 New
FA
283
Financial Alternatives
California
$179K
BlackRock
284
BlackRock
New York
$179K -$54K -3,000 -22%
SWM
285
SeaCrest Wealth Management
New York
$178K
LFG
286
Larson Financial Group
Missouri
$177K +$59K +3,276 +46%
PIA
287
Perennial Investment Advisors
California
$175K +$184K +10,236 New
OA
288
Oxbow Advisors
Texas
$172K
AAS
289
Ameritas Advisory Services
Nebraska
$172K
LSC
290
Logan Stone Capital
Illinois
$172K -$21.8M -1,210,568 -99%
WB
291
WesBanco Bank
West Virginia
$172K
LAM
292
Lifestyle Asset Management
Texas
$171K -$37.8K -2,102 -17%
CWA
293
Consilium Wealth Advisory
Texas
$171K
LWL
294
Leo Wealth LLC
Texas
$171K +$180K +10,000 New
GCM
295
Gunpowder Capital Management
Maryland
$140K
SIS
296
Sound Income Strategies
Florida
$131K +$2.18K +121 +2%
CF
297
Centaurus Financial
California
$130K -$1.22K -68 -0.9%
GWM
298
Gilpin Wealth Management
Colorado
$120K +$39.3K +2,183 +45%
GSEP
299
Golden State Equity Partners
California
$120K +$126K +6,996 New
WB
300
Webster Bank
Connecticut
$111K +$90K +5,000 +343%

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.