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PIMCO Dynamic Income Fund

343 hedge funds and large institutions have $1.2B invested in PIMCO Dynamic Income Fund in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

7% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 115

2% more capital invested

Capital invested by funds: $1.17B → $1.2B (+$24.1M)

Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$51.8M
2 +$22.4M
3 +$21.3M
4
Jane Street
Jane Street
New York
+$9.35M
5
MG
Marex Group
+$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
B
26
Bensler
Washington
$8.89M
CWP
27
Cyndeo Wealth Partners
Florida
$8.36M
SF
28
Summit Financial
New Jersey
$7.74M
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$7.31M
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$7.3M
AllianceBernstein
31
AllianceBernstein
Tennessee
$7.18M
MG
32
Marex Group
$7.05M
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$6.77M
WWMSC
34
Wagner Wealth Management (South Carolina)
South Carolina
$6.49M
KAS
35
Kestra Advisory Services
Texas
$6.2M
NA
36
NewEdge Advisors
Louisiana
$5.95M
LI
37
LifeWealth Investments
Florida
$5.94M
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$5.92M
AFA
39
Allium Financial Advisors
Oregon
$5.1M
BCI
40
Brinker Capital Investments
Pennsylvania
$5.1M
HighTower Advisors
41
HighTower Advisors
Illinois
$5.03M
XT
42
XTX Topco
Cayman Islands
$4.98M
PS
43
Principal Securities
Iowa
$4.51M
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$4.46M
VCP
45
Verus Capital Partners
Arizona
$4.39M
BWG
46
Beta Wealth Group
California
$4.06M
AIA
47
Absolute Investment Advisers
Florida
$3.98M
USCWA
48
U.S. Capital Wealth Advisors
Texas
$3.95M
CIAS
49
Capital Investment Advisory Services
North Carolina
$3.64M
MAM
50
Morse Asset Management
Connecticut
$3.45M