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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

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
+3
Holders Change %
+0.96%
% of All Funds
4.27%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
40
Increased
149
Reduced
67
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$26.2M
2
Morgan Stanley
Morgan Stanley
New York
+$17.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12M
4
LPL Financial
LPL Financial
California
+$11.9M
5
IC
IEQ Capital
California
+$10.2M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$155M
2
CCM
Consolidated Capital Management
California
-$12.6M
3
AWS
Atria Wealth Solutions
New York
-$5.54M
4
WWM
Wagner Wealth Management
South Carolina
-$4.15M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
26
Wagner Wealth Management
South Carolina
$7.26M -$4.15M -209,395 -36%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$7.18M +$485K +24,511 +7%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$6.62M +$1.83M +92,569 +38%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$6.5M -$45.6K -2,304 -0.7%
WIA
30
World Investment Advisors
California
$5.94M +$5.94M +300,016 New
HighTower Advisors
31
HighTower Advisors
Illinois
$5.71M +$192K +9,697 +3%
BWG
32
Beta Wealth Group
California
$5.7M +$1.6M +80,748 +39%
LI
33
LifeWealth Investments
Florida
$5.34M +$2.05M +103,631 +62%
AAS
34
Avantax Advisory Services
Texas
$4.75M +$930K +46,947 +24%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$4.3M +$3.03M +153,209 +239%
BCM
36
Brookstone Capital Management
Illinois
$4.22M +$4.02M +203,219 +2,001%
BCI
37
Brinker Capital Investments
Pennsylvania
$4.22M +$194K +9,796 +5%
OPS
38
Orion Portfolio Solutions
Nebraska
$4.22M +$194K +9,796 +5%
B
39
Bensler
Washington
$4.06M +$701K +35,428 +21%
PS
40
Principal Securities
Iowa
$3.91M – – –
ACM
41
AlphaStar Capital Management
North Carolina
$3.82M +$3.82M +192,797 New
RPGNY
42
Retirement Planning Group (New York)
New York
$3.8M +$98.8K +4,992 +3%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$3.8M -$465K -23,504 -11%
PA
44
PFG Advisors
Arizona
$3.66M +$1.11M +55,947 +43%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$3.4M +$181K +9,138 +6%
CIAS
46
Capital Investment Advisory Services
North Carolina
$3.35M +$3.35M +168,958 New
BCA
47
Bay Colony Advisors
Massachusetts
$3.28M +$135K +6,814 +4%
GCP
48
Gill Capital Partners
Colorado
$3.26M +$121K +6,108 +4%
QHA
49
Quarry Hill Advisors
Minnesota
$3.26M +$109K +5,522 +3%
RA
50
RFG Advisory
Alabama
$2.99M +$390K +19,706 +15%
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