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PIMCO Dynamic Income Fund
PDI

370 hedge funds and large institutions have $1.12B invested in PIMCO Dynamic Income Fund in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 81 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 81

74% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 31

5% more funds holding

Funds holding: 353 → 370 (+17)

0.75% less ownership

Funds ownership: 18.04% → 17.28% (-0.75%)

7% less capital invested

Capital invested by funds: $1.21B → $1.12B (-$89.2M)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
370
Holders Change
+17
Holders Change %
+4.82%
% of All Funds
4.55%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
54
Increased
178
Reduced
81
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$13.8M
2
AWM
Avior Wealth Management
Nebraska
+$8.11M
3
LPL Financial
LPL Financial
California
+$7.47M
4
DWP
Destiny Wealth Partners
Florida
+$6.67M
5
AWA
Arkadios Wealth Advisors
Georgia
+$6.55M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$50M
2
JWCA
J.W. Cole Advisors
Florida
-$29.1M
3
LSC
Logan Stone Capital
Illinois
-$21.8M
4
SCM
SOL Capital Management
Maryland
-$13.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$12.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCL
51
Wealth Care LLC
Florida
$3.86M +$4.07M +225,870 New
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$3.84M +$738K +40,963 +22%
MAM
53
Morse Asset Management
Connecticut
$3.44M +$114K +6,340 +3%
QHA
54
Quarry Hill Advisors
Minnesota
$3.36M +$175K +9,698 +5%
RA
55
RFG Advisory
Alabama
$3.28M -$12.6K -698 -0.4%
EH
56
Equitable Holdings
New York
$3.23M +$437K +24,267 +15%
CRC
57
Catawba River Capital
South Carolina
$3.23M +$183K +10,186 +6%
RPGNY
58
Retirement Planning Group (New York)
New York
$3.08M -$177K -9,855 -5%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$2.99M -$1.38M -76,824 -31%
CSP
60
Cary Street Partners
Virginia
$2.89M +$287K +15,948 +10%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$2.86M -$34.4K -1,913 -1%
SAM
62
Smith Asset Management
Florida
$2.78M +$251K +13,913 +9%
WIA
63
World Investment Advisors
California
$2.67M +$1.47M +81,880 +110%
TJHA
64
Thomas J. Herzfeld Advisors
Florida
$2.65M +$36.2K +2,008 +1%
FPW
65
Flagship Private Wealth
Massachusetts
$2.6M +$198K +10,978 +8%
TVAMP
66
Tennessee Valley Asset Management Partners
Tennessee
$2.48M +$242K +13,421 +10%
Stifel Financial
67
Stifel Financial
Missouri
$2.44M -$100K -5,580 -4%
Jane Street
68
Jane Street
New York
$2.42M -$8.45M -469,578 -77%
BCA
69
Bay Colony Advisors
Massachusetts
$2.41M -$78.8K -4,376 -3%
ALC
70
Alexander Labrunerie & Co
Missouri
$2.22M +$114K +6,325 +5%
EFG
71
Elm3 Financial Group
Georgia
$2.2M +$142K +7,890 +7%
GCP
72
Gill Capital Partners
Colorado
$2.17M -$87.4K -4,853 -4%
ACMG
73
Anchor Capital Management Group
California
$2.13M – – –
KA
74
Kovack Advisors
Florida
$2.11M +$927K +51,505 +73%
MIC
75
Means Investment Company
Maine
$2.04M -$220K -12,213 -9%
1 2
3
4 5

PDI Hedge Fund Activity: Q1 2026 in Review

370 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q1 2026, worth a combined $1.12B — down 7.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PDI positions and 31 closed out — a net gain of 23 holders — while 178 added to existing stakes and 81 trimmed.

The largest buyer was Cerity Partners, adding an estimated $13.8M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $50M sold.

  • 370 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q1 2026, up from 353 in Q4 2025.
  • Funds reported $1.12B of PIMCO Dynamic Income Fund stock for Q1 2026, down 7.4% quarter-over-quarter.
  • 54 funds opened new PIMCO Dynamic Income Fund positions in Q1 2026 and 31 closed out, a net change of +23 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q1 2026 was Cerity Partners, an estimated $13.8M added.
  • The largest PIMCO Dynamic Income Fund seller in Q1 2026 was Rivernorth Capital Management, an estimated $50M sold.

Based on aggregated 13F filings for Q1 2026.