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PIMCO Dynamic Income Fund

370 hedge funds and large institutions have $1.12B invested in PIMCO Dynamic Income Fund in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 81 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 81

74% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 31

5% more funds holding

Funds holding: 353370 (+17)

0.75% less ownership

Funds ownership: 18.04%17.28% (-0.75%)

7% less capital invested

Capital invested by funds: $1.21B → $1.12B (-$89.2M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
370
Holders Change
+17
Holders Change %
+4.82%
% of All Funds
4.55%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
54
Increased
178
Reduced
81
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
326
Heritage Wealth Advisors
Virginia
$34.2K
RIL
327
Rothschild Investment LLC
Illinois
$34.2K
WPWM
328
Western Pacific Wealth Management
Illinois
$34.2K
IWS
329
Intentional Wealth Strategies
Colorado
$34.2K +$36K +1,998 New
HFS
330
Hantz Financial Services
Michigan
$34K +$36K +2,000 New
SAM
331
Smartleaf Asset Management
Massachusetts
$33.9K
MFT
332
Moisand Fitzgerald Tamayo
Florida
$31.5K
Jones Financial Companies
333
Jones Financial Companies
Missouri
$30.5K +$33.2K +1,846 New
SS
334
Sunbelt Securities
Texas
$27.4K -$92.9K -5,162 -76%
AP
335
Aspect Partners
Virginia
$23.6K +$918 +51 +4%
PP
336
PFS Partners
New Jersey
$23.5K +$24.8K +1,375 New
EPAM
337
Evelyn Partners Asset Management
$22.1K
BTI
338
Blue Trust Inc
Georgia
$21.7K -$10.2K -564 -31%
CMP
339
Coston McIsaac & Partners
Maine
$19K -$10.3K -570 -33%
FMP
340
Financial Management Professionals
Texas
$18.3K +$19K +1,054 New
CTB
341
Country Trust Bank
Illinois
$17.1K
WAG
342
Wilkerson Advisory Group
Missouri
$17K +$630 +35 +4%
NSIM
343
North Star Investment Management
Illinois
$15.4K
RFP
344
Root Financial Partners
California
$13.7K -$5.58K -310 -28%
AssetMark Inc
345
AssetMark Inc
California
$12.4K +$13.1K +725 New
SWM
346
SHP Wealth Management
Massachusetts
$11K -$53.6K -2,975 -82%
WA
347
Walsh & Associates
Florida
$9.74K
SWP
348
Strategic Wealth Partners
Ohio
$9.07K
BHWM
349
Beaird Harris Wealth Management
Texas
$6.19K +$6.52K +362 New
SL
350
Salomon & Ludwin
Virginia
$6.13K

PDI Hedge Fund Activity: Q1 2026 in Review

370 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q1 2026, worth a combined $1.12B — down 7.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PDI positions and 31 closed out — a net gain of 23 holders — while 178 added to existing stakes and 81 trimmed.

The largest buyer was Cerity Partners, adding an estimated $13.8M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $50M sold.

  • 370 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q1 2026, up from 353 in Q4 2025.
  • Funds reported $1.12B of PIMCO Dynamic Income Fund stock for Q1 2026, down 7.4% quarter-over-quarter.
  • 54 funds opened new PIMCO Dynamic Income Fund positions in Q1 2026 and 31 closed out, a net change of +23 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q1 2026 was Cerity Partners, an estimated $13.8M added.
  • The largest PIMCO Dynamic Income Fund seller in Q1 2026 was Rivernorth Capital Management, an estimated $50M sold.

Based on aggregated 13F filings for Q1 2026.