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PIMCO Dynamic Income Fund

352 hedge funds and large institutions have $1.21B invested in PIMCO Dynamic Income Fund in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 124 increasing their positions, 117 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

4% more funds holding

Funds holding: 337352 (+15)

1.28% more ownership

Funds ownership: 16.74%18.02% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 117

2% more capital invested

Capital invested by funds: $1.19B → $1.21B (+$22M)

Holders
352
Holders Change
+15
Holders Change %
+4.45%
% of All Funds
4.28%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
59
Increased
124
Reduced
117
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
301
Cape Investment Advisory
Georgia
$86.1K +$89.2K +4,860 New
GWM
302
Gilpin Wealth Management
Colorado
$85.4K +$88.5K +4,823 New
AUB
303
Atlantic Union Bankshares
Virginia
$81.9K
SAG
304
SageView Advisory Group
California
$73.8K +$76.5K +4,168 New
WOSD
305
WFA of San Diego
California
$69.1K +$13.8K +753 +24%
SWM
306
SHP Wealth Management
Massachusetts
$64.1K +$66.4K +3,619 New
DJSG
307
D.J. St. Germain
Massachusetts
$64K
BWL
308
Bogart Wealth LLC
Virginia
$59.4K
SG
309
Sankala Group
Colorado
$55.3K +$56.4K +3,074 New
ACM
310
Anfield Capital Management
California
$53.7K
EB
311
Eastern Bank
Massachusetts
$53.1K
NWM
312
Nova Wealth Management
Florida
$51.2K -$51.3K -2,797 -49%
HNB
313
Huntington National Bank
Ohio
$48.3K
LI
314
LRI Investments
Florida
$38.9K
HWA
315
HHM Wealth Advisors
Tennessee
$37.5K
SAM
316
Smartleaf Asset Management
Massachusetts
$36.3K
RIL
317
Rothschild Investment LLC
Illinois
$35.4K
WPWM
318
Western Pacific Wealth Management
Illinois
$35.4K
HWA
319
Heritage Wealth Advisors
Virginia
$35.4K +$36.7K +2,000 New
KFAS
320
Keating Financial Advisory Services
Kansas
$33.2K +$34.4K +1,875 New
MFT
321
Moisand Fitzgerald Tamayo
Florida
$32.6K
BTI
322
Blue Trust Inc
Georgia
$32.5K +$8K +436 +31%
CMP
323
Coston McIsaac & Partners
Maine
$30K +$716 +39 +2%
WB
324
Webster Bank
Connecticut
$25.8K
AP
325
Aspect Partners
Virginia
$23.5K -$25.8K -1,406 -51%