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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 %
PA
276
PSI Advisors
Florida
$66.8K +$3.47K +175 +5%
BWL
277
Bogart Wealth LLC
Virginia
$66.4K – – –
WIM
278
Westside Investment Management
California
$65.5K – – –
ACM
279
Anfield Capital Management
California
$60.1K – – –
RIL
280
Rothschild Investment LLC
Illinois
$59.4K – – –
LC
281
Lindbrook Capital
California
$59.4K – – –
DJSG
282
D.J. St. Germain
Massachusetts
$47.9K +$8.3K +419 +21%
HWA
283
HHM Wealth Advisors
Tennessee
$42K – – –
EWA
284
EQ Wealth Advisors
Texas
$41.1K +$41.1K +2,077 New
SAM
285
Smartleaf Asset Management
Massachusetts
$40.3K – – –
CMP
286
Coston McIsaac & Partners
Maine
$40K -$965 -49 -2%
WPWM
287
Western Pacific Wealth Management
Illinois
$39.6K +$39.6K +2,000 New
MFT
288
Moisand Fitzgerald Tamayo
Florida
$36.4K -$86.5K -4,371 -70%
WB
289
Webster Bank
Connecticut
$28.9K – – –
SC
290
Swan Capital
Florida
$25.7K – – –
BTI
291
Blue Trust Inc
Georgia
$21.7K -$10.4K -527 -33%
NSIM
292
North Star Investment Management
Illinois
$17.8K +$17.8K +900 New
LI
293
LRI Investments
Florida
$17.6K – – –
CFS
294
Compass Financial Services
Iowa
$16.5K – – –
TSMHT
295
Thurston Springer Miller Herd & Titak
Indiana
$15.4K – – –
EB
296
Eastern Bank
Massachusetts
$14.9K – – –
GBA
297
Garrison Bradford & Associates
New York
$14.6K +$14.6K +736 New
AF
298
Allworth Financial
California
$11.1K +$385 +21 +4%
NB
299
NBT Bank
New York
$9.64K – – –
CVM
300
Cheviot Value Management
California
$9.43K +$9.43K +500 New
10 11
12
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