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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

322 hedge funds and large institutions have $1.05B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 154 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+7
Holders Change %
+2.22%
% of All Funds
4.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
37
Increased
154
Reduced
79
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$12.8M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.6M
3
UBS Group
UBS Group
Switzerland
+$5.37M
4
Bank of America
Bank of America
North Carolina
+$3.14M
5
CRC
Catawba River Capital
South Carolina
+$2.84M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$27.6M
2
Morgan Stanley
Morgan Stanley
New York
-$10.1M
3
IC
IEQ Capital
California
-$9.8M
4
WIA
World Investment Advisors
California
-$3.85M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$6.69M +$5.6M +295,211 +516%
BWG
27
Beta Wealth Group
California
$6.58M +$1.12M +58,832 +20%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$6.52M +$297K +15,649 +5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$6.5M +$159K +8,387 +3%
LI
30
LifeWealth Investments
Florida
$6.11M +$988K +52,066 +19%
HighTower Advisors
31
HighTower Advisors
Illinois
$6.05M +$580K +30,567 +11%
ACM
32
AlphaStar Capital Management
North Carolina
$4.56M +$900K +47,442 +25%
B
33
Bensler
Washington
$4.41M +$517K +27,231 +13%
BCI
34
Brinker Capital Investments
Pennsylvania
$4.27M +$222K +11,697 +5%
BCM
35
Brookstone Capital Management
Illinois
$4.23M +$181K +9,531 +4%
PS
36
Principal Securities
Iowa
$3.97M -$72.1K -3,801 -2%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$3.77M +$129K +6,825 +4%
RPGNY
38
Retirement Planning Group (New York)
New York
$3.7M +$21.3K +1,109 +0.6%
MAM
39
Morse Asset Management
Connecticut
$3.53M +$854K +45,037 +32%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$3.48M +$224K +11,829 +7%
CIAS
41
Capital Investment Advisory Services
North Carolina
$3.44M +$235K +12,388 +7%
RA
42
RFG Advisory
Alabama
$3.35M +$480K +25,324 +17%
NA
43
NewEdge Advisors
Louisiana
$3.27M +$1.47M +77,586 +82%
QHA
44
Quarry Hill Advisors
Minnesota
$3.24M +$115K +6,086 +4%
BRWA
45
B. Riley Wealth Advisors
Florida
$3.15M +$3.15M +166,195 New
GCP
46
Gill Capital Partners
Colorado
$3.13M +$10.3K +542 +0.3%
PA
47
PFG Advisors
Arizona
$3.02M -$489K -25,766 -14%
Stifel Financial
48
Stifel Financial
Missouri
$2.95M +$449K +23,655 +18%
BCA
49
Bay Colony Advisors
Massachusetts
$2.87M -$279K -14,698 -9%
CRC
50
Catawba River Capital
South Carolina
$2.84M +$2.84M +149,698 New
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