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PIMCO Dynamic Income Fund

314 hedge funds and large institutions have $1.1B invested in PIMCO Dynamic Income Fund in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 149 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
WWM
26
Wagner Wealth Management
South Carolina
$7.26M
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$7.18M
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$6.62M
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$6.5M
WIA
30
World Investment Advisors
California
$5.94M
HighTower Advisors
31
HighTower Advisors
Illinois
$5.71M
BWG
32
Beta Wealth Group
California
$5.7M
LI
33
LifeWealth Investments
Florida
$5.34M
AAS
34
Avantax Advisory Services
Texas
$4.75M
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$4.3M
BCM
36
Brookstone Capital Management
Illinois
$4.22M
OPS
37
Orion Portfolio Solutions
Nebraska
$4.22M
BCI
38
Brinker Capital Investments
Pennsylvania
$4.22M
B
39
Bensler
Washington
$4.06M
PS
40
Principal Securities
Iowa
$3.91M
ACM
41
AlphaStar Capital Management
North Carolina
$3.82M
RPGNY
42
Retirement Planning Group (New York)
New York
$3.8M
Baird Financial Group
43
Baird Financial Group
Wisconsin
$3.8M
PA
44
PFG Advisors
Arizona
$3.66M
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$3.4M
CIAS
46
Capital Investment Advisory Services
North Carolina
$3.35M
BCA
47
Bay Colony Advisors
Massachusetts
$3.28M
GCP
48
Gill Capital Partners
Colorado
$3.26M
QHA
49
Quarry Hill Advisors
Minnesota
$3.26M
RA
50
RFG Advisory
Alabama
$2.99M