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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
SF
26
Summit Financial
New Jersey
$7.95M +$489K +27,187 +6%
AWM
27
Avior Wealth Management
Nebraska
$7.71M +$8.11M +450,684 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$7.69M +$1.2M +66,919 +17%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$7.49M +$466K +25,891 +6%
AllianceBernstein
30
AllianceBernstein
Tennessee
$7.15M -$39.6K -2,200 -0.5%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$6.82M +$5.51M +306,101 +330%
NA
32
NewEdge Advisors
Louisiana
$6.59M +$887K +49,238 +15%
VCP
33
Verus Capital Partners
Arizona
$6.51M +$2.39M +132,766 +54%
AWA
34
Arkadios Wealth Advisors
Georgia
$6.51M +$6.55M +363,664 +2,178%
DWP
35
Destiny Wealth Partners
Florida
$6.34M +$6.67M +370,610 New
WWMSC
36
Wagner Wealth Management (South Carolina)
South Carolina
$6.34M +$65.1K +3,614 +1%
LI
37
LifeWealth Investments
Florida
$6.32M +$614K +34,085 +10%
FFA
38
Farther Finance Advisors
California
$6.31M +$4.95M +275,100 +314%
KAS
39
Kestra Advisory Services
Texas
$6.28M +$217K +12,040 +3%
SAG
40
Sentinel Advisory Group
Wisconsin
$5.86M +$6.16M +342,272 New
AWM
41
AE Wealth Management
Kansas
$5.79M +$3.09M +171,586 +103%
AFA
42
Allium Financial Advisors
Oregon
$5.64M +$753K +41,810 +15%
BCI
43
Brinker Capital Investments
Pennsylvania
$5.41M +$510K +28,309 +10%
XT
44
XTX Topco
Cayman Islands
$4.93M +$128K +7,100 +3%
PS
45
Principal Securities
Iowa
$4.76M +$432K +23,987 +9%
HighTower Advisors
46
HighTower Advisors
Illinois
$4.7M -$168K -9,354 -3%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$4.26M +$3.02M +167,912 +207%
CIAS
48
Capital Investment Advisory Services
North Carolina
$4.26M +$784K +43,516 +21%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$3.99M +$177K +9,851 +4%
BWG
50
Beta Wealth Group
California
$3.89M -$34.4K -1,909 -0.8%

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.