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PIMCO Dynamic Income Fund

352 hedge funds and large institutions have $1.21B invested in PIMCO Dynamic Income Fund in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 124 increasing their positions, 117 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

4% more funds holding

Funds holding: 337352 (+15)

1.28% more ownership

Funds ownership: 16.74%18.02% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 117

2% more capital invested

Capital invested by funds: $1.19B → $1.21B (+$22M)

Holders
352
Holders Change
+15
Holders Change %
+4.45%
% of All Funds
4.28%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
59
Increased
124
Reduced
117
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWMP
26
Noble Wealth Management PBC
Colorado
$9.45M +$6.36M +346,580 +186%
B
27
Bensler
Washington
$8.89M +$4.24M +230,808 +85%
CWP
28
Cyndeo Wealth Partners
Florida
$8.36M +$848K +46,240 +11%
SF
29
Summit Financial
New Jersey
$7.74M +$35.5K +1,934 +0.5%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$7.31M +$36.5K +1,990 +0.5%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$7.3M -$69.9K -3,807 -0.9%
AllianceBernstein
32
AllianceBernstein
Tennessee
$7.18M -$193K -10,500 -3%
MG
33
Marex Group
$7.05M +$7.31M +398,209 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$6.77M +$410K +22,366 +6%
WWMSC
35
Wagner Wealth Management (South Carolina)
South Carolina
$6.49M -$309K -16,816 -4%
KAS
36
Kestra Advisory Services
Texas
$6.2M +$1.56M +84,877 +32%
NA
37
NewEdge Advisors
Louisiana
$5.95M -$884K -48,153 -13%
LI
38
LifeWealth Investments
Florida
$5.94M -$5.73M -312,377 -48%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$5.92M -$1.22M -66,623 -17%
AFA
40
Allium Financial Advisors
Oregon
$5.1M +$2.63M +143,116 +99%
BCI
41
Brinker Capital Investments
Pennsylvania
$5.1M +$653K +35,590 +14%
HighTower Advisors
42
HighTower Advisors
Illinois
$5.03M -$713K -38,881 -12%
XT
43
XTX Topco
Cayman Islands
$4.98M +$5.16M +281,006 New
PS
44
Principal Securities
Iowa
$4.51M +$191K +10,399 +4%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$4.46M +$4.62M +251,644 New
VCP
46
Verus Capital Partners
Arizona
$4.39M +$3.27M +177,964 +255%
BWG
47
Beta Wealth Group
California
$4.06M -$1.78M -97,252 -30%
AIA
48
Absolute Investment Advisers
Florida
$3.98M +$4.01M +218,531 New
USCWA
49
U.S. Capital Wealth Advisors
Texas
$3.95M +$1.08M +59,102 +36%
CIAS
50
Capital Investment Advisory Services
North Carolina
$3.64M +$401K +21,859 +12%