PIMCO Dynamic Income Fund
PDI
318 hedge funds and large institutions have $1.13B invested in PIMCO Dynamic Income Fund in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 152 increasing their positions, 68 reducing their positions, and 30 closing their positions.
124% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 68
30% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 30
1.65% more ownership
Funds ownership: 14.64% → 16.29% (+1.7%)
1% more funds holding
Funds holding: 316 → 318 (+2)
17% less capital invested
Capital invested by funds: $1.35B → $1.13B (-$225M)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$25.8M |
| 2 |
Morgan Stanley
New York
|
+$17.5M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$11.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$11.7M |
| 5 |
IC
IEQ Capital
Foster City,
California
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Consolidated Capital Management
Burbank,
California
|
-$12.6M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$5.45M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.13M |
| 4 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
-$4.08M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.12M |
PDI Hedge Fund Activity: Q1 2025 in Review
318 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q1 2025, worth a combined $1.13B — down 17% from $1.35B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new PDI positions and 30 closed out — a net gain of 9 holders — while 152 added to existing stakes and 68 trimmed.
The largest buyer was J.W. Cole Advisors, adding an estimated $25.8M. The largest seller was Consolidated Capital Management, exiting entirely with an estimated $12.6M sold.
- 318 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q1 2025, up from 316 in Q4 2024.
- Funds reported $1.13B of PIMCO Dynamic Income Fund stock for Q1 2025, down 17% quarter-over-quarter.
- 39 funds opened new PIMCO Dynamic Income Fund positions in Q1 2025 and 30 closed out, a net change of +9 holders.
- The largest PIMCO Dynamic Income Fund buyer in Q1 2025 was J.W. Cole Advisors, an estimated $25.8M added.
- The largest PIMCO Dynamic Income Fund seller in Q1 2025 was Consolidated Capital Management, an estimated $12.6M sold.
Based on aggregated 13F filings for Q1 2025.