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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

317 hedge funds and large institutions have $1.05B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 153 increasing their positions, 77 reducing their positions, and 24 closing their positions.

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
36
Increased
153
Reduced
77
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$79.3M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$6.69M
3
UBS Group
3
UBS Group
Switzerland
$32.6M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$3.15M
5
Bank of America
5
Bank of America
North Carolina
$58.2M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$1.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$238M
3
IC
3
IEQ Capital
California
$223K
4
WIA
4
World Investment Advisors
California
$1.84M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$748K
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$6.69M 352,405 +295,211 +516%
BWG
27
Beta Wealth Group
California
$6.58M 346,914 +58,832 +20%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$6.52M 343,707 +15,649 +5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$6.5M 342,615 +8,387 +3%
LI
30
LifeWealth Investments
Florida
$6.11M 321,905 +52,066 +19%
HighTower Advisors
31
HighTower Advisors
Illinois
$6.05M 318,942 +30,567 +11%
ACM
32
AlphaStar Capital Management
North Carolina
$4.56M 240,239 +47,442 +25%
B
33
Bensler
Washington
$4.41M 232,340 +27,231 +13%
BCI
34
Brinker Capital Investments
Pennsylvania
$4.27M 225,065 +11,697 +5%
BCM
35
Brookstone Capital Management
Illinois
$4.23M 222,907 +9,531 +4%
PS
36
Principal Securities
Iowa
$3.97M 209,375 -3,801 -2%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$3.77M 198,734 +6,825 +4%
RPGNY
38
Retirement Planning Group (New York)
New York
$3.7M 193,036 +1,109 +0.6%
MAM
39
Morse Asset Management
Connecticut
$3.53M 186,143 +45,037 +32%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$3.48M 183,471 +11,829 +7%
CIAS
41
Capital Investment Advisory Services
North Carolina
$3.44M 181,346 +12,388 +7%
RA
42
RFG Advisory
Alabama
$3.35M 176,579 +25,324 +17%
NA
43
NewEdge Advisors
Louisiana
$3.27M 172,573 +77,586 +82%
QHA
44
Quarry Hill Advisors
Minnesota
$3.24M 170,657 +6,086 +4%
BRWA
45
B. Riley Wealth Advisors
Florida
$3.15M 166,195 +166,195 New
GCP
46
Gill Capital Partners
Colorado
$3.13M 165,193 +542 +0.3%
PA
47
PFG Advisors
Arizona
$3.02M 159,182 -25,766 -14%
Stifel Financial
48
Stifel Financial
Missouri
$2.95M 155,746 +23,655 +18%
BCA
49
Bay Colony Advisors
Massachusetts
$2.87M 151,432 -14,698 -9%
CRC
50
Catawba River Capital
South Carolina
$2.84M 149,698 +149,698 New
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