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PIMCO Dynamic Income Fund

323 hedge funds and large institutions have $1.05B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 154 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$6.69M
BWG
27
Beta Wealth Group
California
$6.58M
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$6.52M
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$6.5M
LI
30
LifeWealth Investments
Florida
$6.11M
HighTower Advisors
31
HighTower Advisors
Illinois
$6.05M
ACM
32
AlphaStar Capital Management
North Carolina
$4.56M
B
33
Bensler
Washington
$4.41M
BCI
34
Brinker Capital Investments
Pennsylvania
$4.27M
BCM
35
Brookstone Capital Management
Illinois
$4.23M
PS
36
Principal Securities
Iowa
$3.97M
Baird Financial Group
37
Baird Financial Group
Wisconsin
$3.77M
RPGNY
38
Retirement Planning Group (New York)
New York
$3.7M
MAM
39
Morse Asset Management
Connecticut
$3.53M
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$3.48M
CIAS
41
Capital Investment Advisory Services
North Carolina
$3.44M
RA
42
RFG Advisory
Alabama
$3.35M
NA
43
NewEdge Advisors
Louisiana
$3.27M
QHA
44
Quarry Hill Advisors
Minnesota
$3.24M
BRWA
45
B. Riley Wealth Advisors
Florida
$3.15M
GCP
46
Gill Capital Partners
Colorado
$3.13M
PA
47
PFG Advisors
Arizona
$3.02M
Stifel Financial
48
Stifel Financial
Missouri
$2.95M
BCA
49
Bay Colony Advisors
Massachusetts
$2.87M
CRC
50
Catawba River Capital
South Carolina
$2.84M