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PIMCO Dynamic Income Fund

368 hedge funds and large institutions have $1.12B invested in PIMCO Dynamic Income Fund in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
SF
26
Summit Financial
New Jersey
$7.95M
AWM
27
Avior Wealth Management
Nebraska
$7.71M
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$7.69M
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$7.49M
AllianceBernstein
30
AllianceBernstein
Tennessee
$7.15M
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$6.82M
NA
32
NewEdge Advisors
Louisiana
$6.59M
VCP
33
Verus Capital Partners
Arizona
$6.51M
AWA
34
Arkadios Wealth Advisors
Georgia
$6.51M
DWP
35
Destiny Wealth Partners
Florida
$6.34M
WWMSC
36
Wagner Wealth Management (South Carolina)
South Carolina
$6.34M
LI
37
LifeWealth Investments
Florida
$6.32M
FFA
38
Farther Finance Advisors
California
$6.31M
KAS
39
Kestra Advisory Services
Texas
$6.28M
SAG
40
Sentinel Advisory Group
Wisconsin
$5.86M
AWM
41
AE Wealth Management
Kansas
$5.79M
AFA
42
Allium Financial Advisors
Oregon
$5.64M
BCI
43
Brinker Capital Investments
Pennsylvania
$5.41M
XT
44
XTX Topco
Cayman Islands
$4.93M
PS
45
Principal Securities
Iowa
$4.76M
HighTower Advisors
46
HighTower Advisors
Illinois
$4.7M
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$4.26M
CIAS
48
Capital Investment Advisory Services
North Carolina
$4.26M
USCWA
49
U.S. Capital Wealth Advisors
Texas
$3.99M
BWG
50
Beta Wealth Group
California
$3.89M