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PIMCO Dynamic Income Fund

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: 329337 (+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: 44 (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
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
301
Parkside Financial Bank & Trust
Missouri
$59.4K +$58.2K +3,000 New
AP
302
Aspect Partners
Virginia
$54.1K +$53K +2,734 New
HNB
303
Huntington National Bank
Ohio
$54.1K
LI
304
LRI Investments
Florida
$43.5K +$25.4K +1,308 +147%
HWA
305
HHM Wealth Advisors
Tennessee
$42K
SAM
306
Smartleaf Asset Management
Massachusetts
$40.3K
RIL
307
Rothschild Investment LLC
Illinois
$39.6K -$19.4K -1,000 -33%
WPWM
308
Western Pacific Wealth Management
Illinois
$39.6K
MFT
309
Moisand Fitzgerald Tamayo
Florida
$36.4K
CMP
310
Coston McIsaac & Partners
Maine
$33K -$7.14K -368 -18%
WB
311
Webster Bank
Connecticut
$28.9K
BTI
312
Blue Trust Inc
Georgia
$27.6K +$5.06K +261 +23%
EPAM
313
Evelyn Partners Asset Management
$25.6K
CTB
314
Country Trust Bank
Illinois
$19.8K -$238K -12,277 -92%
NSIM
315
North Star Investment Management
Illinois
$17.8K
CFS
316
Compass Financial Services
Iowa
$16.5K
RFP
317
Root Financial Partners
California
$12.5K +$12.2K +630 New
HFS
318
Hantz Financial Services
Michigan
$11K +$10.7K +550 New
SWP
319
Strategic Wealth Partners
Ohio
$10.5K +$10.3K +530 New
DF
320
Dunhill Financial
United Kingdom
$10.1K -$9.89K -510 Closed
IWM
321
Inlight Wealth Management
Georgia
$8.91K
SL
322
Salomon & Ludwin
Virginia
$6.99K
POIA
323
Pin Oak Investment Advisors
Texas
$6.09K
SIC
324
Salem Investment Counselors
North Carolina
$6.01K
MSFP
325
Mark Sheptoff Financial Planning
Connecticut
$5.94K

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.