We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund
PDI

337 hedge funds and large institutions have $1.19B invested in PIMCO Dynamic Income Fund in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 159 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 84

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$108M)

2% more funds holding

Funds holding: 329 → 337 (+8)

1.71% more ownership

Funds ownership: 15.02% → 16.74% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
337
Holders Change
+8
Holders Change %
+2.43%
% of All Funds
4.42%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
159
Reduced
84
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GP
Gridiron Partners
Pennsylvania
+$65.5M
2
Morgan Stanley
Morgan Stanley
New York
+$15M
3
LPL Financial
LPL Financial
California
+$14.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.55M
5
NA
NewEdge Advisors
Louisiana
+$4.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$3.58M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.4M
3
BRWA
B. Riley Wealth Advisors
Florida
-$2.91M
4
DWM
Drive Wealth Management
Utah
-$2.17M
5
ACM
AlphaStar Capital Management
North Carolina
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
276
GPS Wealth Strategies Group
Colorado
$183K – – –
GWSA
277
Global Wealth Strategies & Associates
Colorado
$178K +$175K +9,010 New
HCM
278
Hollencrest Capital Management
California
$176K -$194 -10 -0.1%
CF
279
Centaurus Financial
California
$168K +$39 +2 +0%
AWM
280
AllSquare Wealth Management
New York
$167K – – –
AF
281
Allworth Financial
California
$160K +$15.6K +802 +11%
FDCDDQ
282
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K -$17.6K -909 -11%
SS
283
Sunbelt Securities
Texas
$145K +$93.6K +4,824 +195%
LFG
284
Larson Financial Group
Missouri
$140K – – –
BlackRock
285
BlackRock
New York
$134K -$266K -13,700 -67%
HI
286
Harbour Investments
Wisconsin
$133K -$1.45K -75 -1%
KFP
287
Kerr Financial Planning
California
$129K +$140K +7,237 New
GSWM
288
Golden State Wealth Management
California
$120K +$3.43K +177 +3%
BCM
289
Boreal Capital Management
Florida
$118K – – –
NWM
290
Nova Wealth Management
Florida
$113K +$110K +5,686 New
FIA
291
FNY Investment Advisers
New York
$110K – – –
SIS
292
Sound Income Strategies
Florida
$105K +$23K +1,188 +29%
EWA
293
EverSource Wealth Advisors
Alabama
$99K – – –
MWA
294
Medallion Wealth Advisors
Connecticut
$91.9K +$2.02K +104 +2%
AUB
295
Atlantic Union Bankshares
Virginia
$91.6K +$89.7K +4,627 New
DJSG
296
D.J. St. Germain
Massachusetts
$71.6K – – –
BWL
297
Bogart Wealth LLC
Virginia
$66.4K – – –
WOSD
298
WFA of San Diego
California
$62.3K -$4.42K -228 -7%
ACM
299
Anfield Capital Management
California
$60.1K – – –
EB
300
Eastern Bank
Massachusetts
$59.4K +$58.2K +3,000 New
10 11
12
13 14

PDI Hedge Fund Activity: Q3 2025 in Review

337 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q3 2025, worth a combined $1.19B — up 10% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PDI positions and 25 closed out — a net gain of 12 holders — while 159 added to existing stakes and 84 trimmed.

The largest buyer was Gridiron Partners, opening a new position worth an estimated $65.5M. The largest seller was Cohen & Steers, cutting an estimated $3.58M.

  • 337 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q3 2025, up from 329 in Q2 2025.
  • Funds reported $1.19B of PIMCO Dynamic Income Fund stock for Q3 2025, up 10% quarter-over-quarter.
  • 37 funds opened new PIMCO Dynamic Income Fund positions in Q3 2025 and 25 closed out, a net change of +12 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q3 2025 was Gridiron Partners, an estimated $65.5M added.
  • The largest PIMCO Dynamic Income Fund seller in Q3 2025 was Cohen & Steers, an estimated $3.58M sold.

Based on aggregated 13F filings for Q3 2025.