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PIMCO Dynamic Income Fund
PDI

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: 329 → 337 (+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: 4 → 4 (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
–

Top Buyers

1
GP
Gridiron Partners
Pennsylvania
+$65.5M
2
Morgan Stanley
Morgan Stanley
New York
+$15M
3
LPL Financial
LPL Financial
California
+$14.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.55M
5
NA
NewEdge Advisors
Louisiana
+$4.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$3.58M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.4M
3
BRWA
B. Riley Wealth Advisors
Florida
-$2.91M
4
DWM
Drive Wealth Management
Utah
-$2.17M
5
ACM
AlphaStar Capital Management
North Carolina
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
326
Gables Capital Management
Florida
$5.45K +$5.33K +275 New
JSAM
327
J. Safra Asset Management
New York
$5.15K +$5.04K +260 New
AW
328
Avion Wealth
Texas
$5K +$175 +9 +3%
FMP
329
Financial Management Professionals
Texas
$4K -$5.06K -261 -57%
Russell Investments Group
330
Russell Investments Group
United Kingdom
$3.96K +$3.88K +200 New
DWM
331
Darwin Wealth Management
Florida
$3.64K – – –
Jones Financial Companies
332
Jones Financial Companies
Missouri
$3.28K -$30.5K -1,572 -90%
HWP
333
Highline Wealth Partners
California
$1.98K +$1.94K +100 New
PA
334
Parallel Advisors
California
$1.86K -$553K -28,537 -100%
HIW
335
Holos Integrated Wealth
Pennsylvania
$1.25K +$19 +1 +2%
KFI
336
Key Financial Inc
Pennsylvania
$655 – – –
JP Morgan Chase
337
JP Morgan Chase
New York
$158 -$12.4K -640 -99%
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
$79 – – –
BNP Paribas Financial Markets
339
BNP Paribas Financial Markets
France
$20 – – –
MHS
340
M Holdings Securities
Oregon
– -$844K -44,517 Closed
FPAS
341
Focus Partners Advisor Solutions
Missouri
– -$603K -31,769 Closed
SXL
342
Summit X LLC
Missouri
– -$455K -23,980 Closed
M1FG
343
Mach-1 Financial Group
Arkansas
– -$439K -23,159 Closed
Susquehanna International Group
344
Susquehanna International Group
Pennsylvania
– -$429K -22,604 Closed
GS
345
GWN Securities
Florida
– -$369K -19,468 Closed
TL
346
Tradewinds LLC
North Carolina
– -$300K -15,839 Closed
EAM
347
Evanson Asset Management
California
– -$242K -12,767 Closed
Balyasny Asset Management
348
Balyasny Asset Management
Illinois
– -$240K -12,658 Closed
LMKC
349
L.M. Kohn & Company
Ohio
– -$224K -11,785 Closed
LWA
350
Lantern Wealth Advisors
New York
– -$222K -11,688 Closed
11 12 13
14
15

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.