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PIMCO Dynamic Income Fund

343 hedge funds and large institutions have $1.2B invested in PIMCO Dynamic Income Fund in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

7% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 115

2% more capital invested

Capital invested by funds: $1.17B → $1.2B (+$24.1M)

Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$51.8M
2 +$22.4M
3 +$21.3M
4
Jane Street
Jane Street
New York
+$9.35M
5
MG
Marex Group
+$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
301
Bogart Wealth LLC
Virginia
$59.4K
SG
302
Sankala Group
Colorado
$55.3K
ACM
303
Anfield Capital Management
California
$53.7K
EB
304
Eastern Bank
Massachusetts
$53.1K
NWM
305
Nova Wealth Management
Florida
$51.2K
HNB
306
Huntington National Bank
Ohio
$48.3K
LI
307
LRI Investments
Florida
$38.9K
HWA
308
HHM Wealth Advisors
Tennessee
$37.5K
SAM
309
Smartleaf Asset Management
Massachusetts
$36.3K
WPWM
310
Western Pacific Wealth Management
Illinois
$35.4K
RIL
311
Rothschild Investment LLC
Illinois
$35.4K
HWA
312
Heritage Wealth Advisors
Virginia
$35.4K
KFAS
313
Keating Financial Advisory Services
Kansas
$33.2K
MFT
314
Moisand Fitzgerald Tamayo
Florida
$32.6K
BTI
315
Blue Trust Inc
Georgia
$32.5K
CMP
316
Coston McIsaac & Partners
Maine
$30K
WB
317
Webster Bank
Connecticut
$25.8K
AP
318
Aspect Partners
Virginia
$23.5K
EPAM
319
Evelyn Partners Asset Management
$22.9K
RFP
320
Root Financial Partners
California
$19.7K
CTB
321
Country Trust Bank
Illinois
$17.7K
WAG
322
Wilkerson Advisory Group
Missouri
$17K
NSIM
323
North Star Investment Management
Illinois
$15.9K
FHA
324
Flagship Harbor Advisors
Massachusetts
$15.8K
CFS
325
Compass Financial Services
Iowa
$14.8K