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PIMCO Dynamic Income Fund
PDI

337 hedge funds and large institutions have $1.19B invested in PIMCO Dynamic Income Fund in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 159 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 84

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$108M)

2% more funds holding

Funds holding: 329 → 337 (+8)

1.71% more ownership

Funds ownership: 15.02% → 16.74% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
337
Holders Change
+8
Holders Change %
+2.43%
% of All Funds
4.42%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
159
Reduced
84
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GP
Gridiron Partners
Pennsylvania
+$65.5M
2
Morgan Stanley
Morgan Stanley
New York
+$15M
3
LPL Financial
LPL Financial
California
+$14.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.55M
5
NA
NewEdge Advisors
Louisiana
+$4.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$3.58M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.4M
3
BRWA
B. Riley Wealth Advisors
Florida
-$2.91M
4
DWM
Drive Wealth Management
Utah
-$2.17M
5
ACM
AlphaStar Capital Management
North Carolina
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$8.23M +$323K +16,653 +4%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$8.13M +$1.3M +67,172 +20%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$7.93M +$937K +48,321 +14%
NA
29
NewEdge Advisors
Louisiana
$7.6M +$4.1M +211,511 +123%
WWMSC
30
Wagner Wealth Management (South Carolina)
South Carolina
$7.59M -$245K -12,615 -3%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$7.13M +$339K +17,455 +5%
BWG
32
Beta Wealth Group
California
$6.47M -$394K -20,300 -6%
HighTower Advisors
33
HighTower Advisors
Illinois
$6.39M +$74.3K +3,832 +1%
B
34
Bensler
Washington
$5.37M +$755K +38,955 +17%
KAS
35
Kestra Advisory Services
Texas
$5.25M +$2.28M +117,326 +79%
BCI
36
Brinker Capital Investments
Pennsylvania
$4.99M +$526K +27,133 +12%
PS
37
Principal Securities
Iowa
$4.83M +$673K +34,677 +17%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$3.94M +$6.87K +354 +0.2%
RPGNY
39
Retirement Planning Group (New York)
New York
$3.88M +$13.2K +680 +0.4%
MAM
40
Morse Asset Management
Connecticut
$3.82M +$133K +6,879 +4%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$3.73M +$97.9K +5,049 +3%
NWMP
42
Noble Wealth Management PBC
Colorado
$3.7M +$3.62M +186,747 New
CIAS
43
Capital Investment Advisory Services
North Carolina
$3.63M +$40.6K +2,095 +1%
RA
44
RFG Advisory
Alabama
$3.52M +$25.6K +1,322 +0.7%
BCM
45
Brookstone Capital Management
Illinois
$3.51M -$883K -45,547 -20%
QHA
46
Quarry Hill Advisors
Minnesota
$3.5M +$121K +6,226 +4%
CRC
47
Catawba River Capital
South Carolina
$3.45M +$472K +24,352 +16%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$3.25M +$311K +16,027 +11%
EH
49
Equitable Holdings
New York
$3.16M +$478K +24,627 +18%
MWM
50
MorganRosel Wealth Management
Colorado
$3.05M +$691K +35,639 +30%
1
2
3 4 5

PDI Hedge Fund Activity: Q3 2025 in Review

337 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q3 2025, worth a combined $1.19B — up 10% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PDI positions and 25 closed out — a net gain of 12 holders — while 159 added to existing stakes and 84 trimmed.

The largest buyer was Gridiron Partners, opening a new position worth an estimated $65.5M. The largest seller was Cohen & Steers, cutting an estimated $3.58M.

  • 337 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q3 2025, up from 329 in Q2 2025.
  • Funds reported $1.19B of PIMCO Dynamic Income Fund stock for Q3 2025, up 10% quarter-over-quarter.
  • 37 funds opened new PIMCO Dynamic Income Fund positions in Q3 2025 and 25 closed out, a net change of +12 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q3 2025 was Gridiron Partners, an estimated $65.5M added.
  • The largest PIMCO Dynamic Income Fund seller in Q3 2025 was Cohen & Steers, an estimated $3.58M sold.

Based on aggregated 13F filings for Q3 2025.