PDI icon

PIMCO Dynamic Income Fund

327 hedge funds and large institutions have $1.16B invested in PIMCO Dynamic Income Fund in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 153 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$7.93M
NA
27
NewEdge Advisors
Louisiana
$7.6M
WWM
28
Wagner Wealth Management
South Carolina
$7.59M
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$7.13M
BWG
30
Beta Wealth Group
California
$6.47M
LI
31
LifeWealth Investments
Florida
$6.4M
HighTower Advisors
32
HighTower Advisors
Illinois
$6.39M
B
33
Bensler
Washington
$5.37M
KAS
34
Kestra Advisory Services
Texas
$5.25M
BCI
35
Brinker Capital Investments
Pennsylvania
$4.99M
PS
36
Principal Securities
Iowa
$4.83M
Baird Financial Group
37
Baird Financial Group
Wisconsin
$3.94M
RPGNY
38
Retirement Planning Group (New York)
New York
$3.88M
MAM
39
Morse Asset Management
Connecticut
$3.82M
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$3.73M
CIAS
41
Capital Investment Advisory Services
North Carolina
$3.63M
RA
42
RFG Advisory
Alabama
$3.52M
BCM
43
Brookstone Capital Management
Illinois
$3.51M
QHA
44
Quarry Hill Advisors
Minnesota
$3.5M
CRC
45
Catawba River Capital
South Carolina
$3.45M
USCWA
46
U.S. Capital Wealth Advisors
Texas
$3.25M
EH
47
Equitable Holdings
New York
$3.16M
MWM
48
MorganRosel Wealth Management
Colorado
$3.05M
TVAMP
49
Tennessee Valley Asset Management Partners
Tennessee
$3.03M
Stifel Financial
50
Stifel Financial
Missouri
$3M