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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
EPAM
326
Evelyn Partners Asset Management
$22.9K
RFP
327
Root Financial Partners
California
$19.7K +$8.81K +480 +76%
CTB
328
Country Trust Bank
Illinois
$17.7K
WAG
329
Wilkerson Advisory Group
Missouri
$17K +$17.6K +961 New
NSIM
330
North Star Investment Management
Illinois
$15.9K
FHA
331
Flagship Harbor Advisors
Massachusetts
$15.8K +$16.4K +894 New
CFS
332
Compass Financial Services
Iowa
$14.8K
WA
333
Walsh & Associates
Florida
$10.1K +$10.4K +569 New
SWP
334
Strategic Wealth Partners
Ohio
$9.39K
DF
335
Dunhill Financial
United Kingdom
$9.03K
IWM
336
Inlight Wealth Management
Georgia
$7.97K
SL
337
Salomon & Ludwin
Virginia
$6.35K
MSFP
338
Mark Sheptoff Financial Planning
Connecticut
$5.31K
GCM
339
Gables Capital Management
Florida
$4.87K
MCA
340
McGuire Capital Advisors
Oklahoma
$4.57K +$4.73K +258 New
AW
341
Avion Wealth
Texas
$4K +$165 +9 +3%
RBC
342
Roble Belko & Company
Pennsylvania
$4K +$4.13K +225 New
DWM
343
Darwin Wealth Management
Florida
$3.26K
HWP
344
Highline Wealth Partners
California
$1.77K
PA
345
Parallel Advisors
California
$1.67K
GWM
346
Greenline Wealth Management
Florida
$1.47K +$1.52K +83 New
GWS
347
Greykasell Wealth Strategies
California
$1.42K +$1.47K +80 New
HIW
348
Holos Integrated Wealth
Pennsylvania
$1.16K +$37 +2 +3%
BFPW
349
BOK Financial Private Wealth
Colorado
$1.15K +$1.17K +64 New
KFI
350
Key Financial Inc
Pennsylvania
$584