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PIMCO Dynamic Income Fund
PDI

329 hedge funds and large institutions have $1.08B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 80

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

3% more funds holding

Funds holding: 318 → 329 (+11)

4% less capital invested

Capital invested by funds: $1.13B → $1.08B (-$48.2M)

1.27% less ownership

Funds ownership: 16.29% → 15.02% (-1.3%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
329
Holders Change
+11
Holders Change %
+3.46%
% of All Funds
4.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
38
Increased
158
Reduced
80
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$12.6M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.49M
3
UBS Group
UBS Group
Switzerland
+$5.27M
4
Bank of America
Bank of America
North Carolina
+$3.08M
5
CRC
Catawba River Capital
South Carolina
+$2.78M

Top Sellers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
-$26.8M
2
Morgan Stanley
Morgan Stanley
New York
-$9.86M
3
IC
IEQ Capital
California
-$9.61M
4
IFG
Independent Financial Group
California
-$6.6M
5
WIA
World Investment Advisors
California
-$3.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$7.57M +$675K +36,310 +10%
WWMSC
27
Wagner Wealth Management (South Carolina)
South Carolina
$7.52M +$547K +29,424 +8%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$6.69M +$5.49M +295,211 +516%
BWG
29
Beta Wealth Group
California
$6.58M +$1.09M +58,832 +20%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$6.52M +$291K +15,649 +5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$6.5M +$156K +8,387 +3%
HighTower Advisors
32
HighTower Advisors
Illinois
$6.05M +$569K +30,567 +11%
ACM
33
AlphaStar Capital Management
North Carolina
$4.56M +$883K +47,442 +25%
B
34
Bensler
Washington
$4.41M +$507K +27,231 +13%
BCI
35
Brinker Capital Investments
Pennsylvania
$4.27M +$218K +11,697 +5%
BCM
36
Brookstone Capital Management
Illinois
$4.23M +$177K +9,531 +4%
PS
37
Principal Securities
Iowa
$3.97M -$70.7K -3,801 -2%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$3.77M +$127K +6,825 +4%
RPGNY
39
Retirement Planning Group (New York)
New York
$3.7M +$20.6K +1,109 +0.6%
MAM
40
Morse Asset Management
Connecticut
$3.53M +$838K +45,037 +32%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$3.48M +$220K +11,829 +7%
CIAS
42
Capital Investment Advisory Services
North Carolina
$3.44M +$230K +12,388 +7%
RA
43
RFG Advisory
Alabama
$3.35M +$471K +25,324 +17%
NA
44
NewEdge Advisors
Louisiana
$3.27M +$1.44M +77,586 +82%
QHA
45
Quarry Hill Advisors
Minnesota
$3.24M +$113K +6,086 +4%
BRWA
46
B. Riley Wealth Advisors
Florida
$3.15M +$3.09M +166,195 New
GCP
47
Gill Capital Partners
Colorado
$3.13M +$10.1K +542 +0.3%
PA
48
PFG Advisors
Arizona
$3.02M -$479K -25,766 -14%
Stifel Financial
49
Stifel Financial
Missouri
$2.95M +$440K +23,655 +18%
BCA
50
Bay Colony Advisors
Massachusetts
$2.87M -$273K -14,698 -9%
1
2
3 4 5

PDI Hedge Fund Activity: Q2 2025 in Review

329 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q2 2025, worth a combined $1.08B — down 4.3% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PDI positions and 23 closed out — a net gain of 15 holders — while 158 added to existing stakes and 80 trimmed.

The largest buyer was LPL Financial, adding an estimated $12.6M. The largest seller was Atria Wealth Solutions, cutting an estimated $26.8M.

  • 329 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q2 2025, up from 318 in Q1 2025.
  • Funds reported $1.08B of PIMCO Dynamic Income Fund stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 38 funds opened new PIMCO Dynamic Income Fund positions in Q2 2025 and 23 closed out, a net change of +15 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q2 2025 was LPL Financial, an estimated $12.6M added.
  • The largest PIMCO Dynamic Income Fund seller in Q2 2025 was Atria Wealth Solutions, an estimated $26.8M sold.

Based on aggregated 13F filings for Q2 2025.