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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

317 hedge funds and large institutions have $1.05B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 153 increasing their positions, 77 reducing their positions, and 24 closing their positions.

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
36
Increased
153
Reduced
77
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$79.3M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$6.69M
3
UBS Group
3
UBS Group
Switzerland
$32.6M
4
Bank of America
4
Bank of America
North Carolina
$58.2M
5
CRC
5
Catawba River Capital
South Carolina
$2.84M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$1.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$238M
3
IC
3
IEQ Capital
California
$223K
4
WIA
4
World Investment Advisors
California
$1.84M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$748K
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
51
U.S. Capital Wealth Advisors
Texas
$2.81M 148,007 +993 +0.7%
KAS
52
Kestra Advisory Services
Texas
$2.81M 147,987 +12,313 +9%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$2.74M 144,454 +8,618 +6%
MIC
54
Means Investment Company
Maine
$2.72M 143,601 +382 +0.3%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$2.62M 138,073 +59,685 +76%
DWM
56
Drive Wealth Management
Utah
$2.61M 136,010 +13,149 +11%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$2.56M 133,891 -14,542 -10%
EH
58
Equitable Holdings
New York
$2.56M 134,833 +25,636 +23%
AAS
59
Avantax Advisory Services
Texas
$2.46M 129,718 -110,128 -46%
ACMG
60
Anchor Capital Management Group
California
$2.36M 124,300 – –
AFP
61
Ausdal Financial Partners
Iowa
$2.35M 123,848 +976 +0.8%
CSP
62
Cary Street Partners
Virginia
$2.27M 119,647 +83,120 +228%
IA
63
IFG Advisory
Georgia
$2.26M 119,069 +103,973 +689%
ECM
64
Evergreen Capital Management
Washington
$2.26M 117,557 -2,233 -2%
MWM
65
MorganRosel Wealth Management
Colorado
$2.24M 118,249 -4,760 -4%
FPW
66
Flagship Private Wealth
Massachusetts
$2.23M 117,453 +10,731 +10%
WA
67
Wealthstar Advisors
Texas
$2.14M 113,008 -62 -0.1%
AFA
68
Allium Financial Advisors
Oregon
$2.11M 111,311 +87,890 +375%
ALC
69
Alexander Labrunerie & Co
Missouri
$1.97M 103,587 -1,168 -1%
DWAM
70
Duncan Williams Asset Management
Tennessee
$1.9M 99,901 +1,746 +2%
Comerica Bank
71
Comerica Bank
Texas
$1.85M 97,704 +146 +0.1%
WIA
72
World Investment Advisors
California
$1.84M 97,249 -202,767 -68%
VVP
73
Venture Visionary Partners
Ohio
$1.84M 97,195 +2,584 +3%
SWP
74
Stratos Wealth Partners
Ohio
$1.81M 95,326 +54,563 +134%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$1.8M 95,116 +84,934 +834%
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