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PIMCO Dynamic Income Fund
PDI

318 hedge funds and large institutions have $1.13B invested in PIMCO Dynamic Income Fund in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 152 increasing their positions, 68 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 68

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

1.65% more ownership

Funds ownership: 14.64% → 16.29% (+1.7%)

1% more funds holding

Funds holding: 316 → 318 (+2)

17% less capital invested

Capital invested by funds: $1.35B → $1.13B (-$225M)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
318
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
39
Increased
152
Reduced
68
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
+$25.8M
2
Morgan Stanley
Morgan Stanley
New York
+$17.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11.8M
4
LPL Financial
LPL Financial
California
+$11.7M
5
IC
IEQ Capital
California
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
CCM
Consolidated Capital Management
California
-$12.6M
2
AWS
Atria Wealth Solutions
New York
-$5.45M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.13M
4
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
-$4.08M
5
AWM
AE Wealth Management
Kansas
-$3.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
26
Summit Financial
New Jersey
$8.04M +$102K +5,219 +1%
CWP
27
Cyndeo Wealth Partners
Florida
$7.37M +$2.29M +117,423 +46%
WWMSC
28
Wagner Wealth Management (South Carolina)
South Carolina
$7.26M -$4.08M -209,395 -36%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$7.18M +$477K +24,511 +7%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$6.62M +$1.8M +92,569 +38%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$6.5M -$44.9K -2,304 -0.7%
WIA
32
World Investment Advisors
California
$5.94M +$5.84M +300,016 New
HighTower Advisors
33
HighTower Advisors
Illinois
$5.71M +$189K +9,697 +3%
BWG
34
Beta Wealth Group
California
$5.7M +$1.57M +80,748 +39%
AAS
35
Avantax Advisory Services
Texas
$4.75M +$914K +46,947 +24%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$4.3M +$2.98M +153,209 +239%
BCM
37
Brookstone Capital Management
Illinois
$4.22M +$3.96M +203,219 +2,001%
BCI
38
Brinker Capital Investments
Pennsylvania
$4.22M +$191K +9,796 +5%
OPS
39
Orion Portfolio Solutions
Nebraska
$4.22M +$191K +9,796 +5%
B
40
Bensler
Washington
$4.06M +$690K +35,428 +21%
PS
41
Principal Securities
Iowa
$3.91M – – –
ACM
42
AlphaStar Capital Management
North Carolina
$3.82M +$3.75M +192,797 New
RPGNY
43
Retirement Planning Group (New York)
New York
$3.8M +$97.2K +4,992 +3%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$3.8M -$458K -23,504 -11%
PA
45
PFG Advisors
Arizona
$3.66M +$1.09M +55,947 +43%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$3.4M +$178K +9,138 +6%
CIAS
47
Capital Investment Advisory Services
North Carolina
$3.35M +$3.29M +168,958 New
BCA
48
Bay Colony Advisors
Massachusetts
$3.28M +$133K +6,814 +4%
GCP
49
Gill Capital Partners
Colorado
$3.26M +$119K +6,108 +4%
QHA
50
Quarry Hill Advisors
Minnesota
$3.26M +$108K +5,522 +3%
1
2
3 4 5

PDI Hedge Fund Activity: Q1 2025 in Review

318 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q1 2025, worth a combined $1.13B — down 17% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PDI positions and 30 closed out — a net gain of 9 holders — while 152 added to existing stakes and 68 trimmed.

The largest buyer was J.W. Cole Advisors, adding an estimated $25.8M. The largest seller was Consolidated Capital Management, exiting entirely with an estimated $12.6M sold.

  • 318 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q1 2025, up from 316 in Q4 2024.
  • Funds reported $1.13B of PIMCO Dynamic Income Fund stock for Q1 2025, down 17% quarter-over-quarter.
  • 39 funds opened new PIMCO Dynamic Income Fund positions in Q1 2025 and 30 closed out, a net change of +9 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q1 2025 was J.W. Cole Advisors, an estimated $25.8M added.
  • The largest PIMCO Dynamic Income Fund seller in Q1 2025 was Consolidated Capital Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2025.