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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 %
SIS
276
Sound Income Strategies
Florida
$77.5K 4,084 -3,816 -48%
DJSG
277
D.J. St. Germain
Massachusetts
$68.6K 3,615 +1,196 +49%
OW
278
Olistico Wealth
Oklahoma
$65.4K 3,450 +3,450 New
WOSD
279
WFA of San Diego
California
$64K 3,376 +3,376 New
BWL
280
Bogart Wealth LLC
Virginia
$63.6K 3,354 – –
ACM
281
Anfield Capital Management
California
$57.6K 3,034 – –
RIL
282
Rothschild Investment LLC
Illinois
$56.9K 3,000 – –
HNB
283
Huntington National Bank
Ohio
$51.8K 2,730 -4,774 -64%
SS
284
Sunbelt Securities
Texas
$45.4K 2,478 -1,464 -37%
HWA
285
HHM Wealth Advisors
Tennessee
$40.2K 2,119 – –
CMP
286
Coston McIsaac & Partners
Maine
$39K 2,067 +35 +2%
SAM
287
Smartleaf Asset Management
Massachusetts
$38.6K 2,044 – –
WPWM
288
Western Pacific Wealth Management
Illinois
$37.9K 2,000 – –
MFT
289
Moisand Fitzgerald Tamayo
Florida
$34.9K 1,840 – –
OLVIG
290
Oliver Lagore Vanvalin Investment Group
Michigan
$33.7K 1,700 +1,700 New
Jones Financial Companies
291
Jones Financial Companies
Missouri
$32.8K 1,738 +1,738 New
WB
292
Webster Bank
Connecticut
$27.7K 1,459 – –
BTI
293
Blue Trust Inc
Georgia
$21.5K 1,135 +41 +4%
AAP
294
Arax Advisory Partners
Colorado
$20.2K 1,063 +1,063 New
NSIM
295
North Star Investment Management
Illinois
$17.1K 900 – –
LI
296
LRI Investments
Florida
$16.8K 888 – –
CFS
297
Compass Financial Services
Iowa
$15.8K 835 – –
TSMHT
298
Thurston Springer Miller Herd & Titak
Indiana
$14.8K 780 – –
JPMorgan Chase & Co
299
JPMorgan Chase & Co
New York
$12.3K 648 +648 New
DF
300
Dunhill Financial
United Kingdom
$9.67K 510 +510 New
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12
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