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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

314 hedge funds and large institutions have $1.1B invested in PIMCO Dynamic Income Fund in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 149 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.27%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
40
Increased
149
Reduced
67
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$26.2M
2
Morgan Stanley
Morgan Stanley
New York
+$17.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12M
4
LPL Financial
LPL Financial
California
+$11.9M
5
IC
IEQ Capital
California
+$10.2M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$155M
2
CCM
Consolidated Capital Management
California
-$12.6M
3
AWS
Atria Wealth Solutions
New York
-$5.54M
4
WWM
Wagner Wealth Management
South Carolina
-$4.15M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$2.94M -$264K -13,328 -8%
USCWA
52
U.S. Capital Wealth Advisors
Texas
$2.91M +$79.3K +4,003 +3%
MIC
53
Means Investment Company
Maine
$2.84M -$1.44M -72,637 -34%
Lido Advisors
54
Lido Advisors
California
$2.83M +$1.96M +98,879 +226%
PCIA
55
Prime Capital Investment Advisors
Kansas
$2.82M +$2.82M +142,302 New
MAM
56
Morse Asset Management
Connecticut
$2.79M +$222K +11,194 +9%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$2.69M -$129K -6,540 -5%
KAS
58
Kestra Advisory Services
Texas
$2.69M +$547K +27,621 +26%
TVAMP
59
Tennessee Valley Asset Management Partners
Tennessee
$2.62M +$239K +12,071 +10%
Stifel Financial
60
Stifel Financial
Missouri
$2.62M +$83.4K +4,213 +3%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$2.49M -$1.19M -60,094 -32%
ACMG
62
Anchor Capital Management Group
California
$2.46M – – –
DWM
63
Drive Wealth Management
Utah
$2.46M +$450K +22,480 +22%
MWM
64
MorganRosel Wealth Management
Colorado
$2.44M +$538K +27,166 +28%
AFP
65
Ausdal Financial Partners
Iowa
$2.43M +$488K +24,641 +25%
ECM
66
Evergreen Capital Management
Washington
$2.4M -$40.4K -2,020 -2%
NWMP
67
Noble Wealth Management PBC
Colorado
$2.28M -$1.44M -72,875 -39%
WA
68
Wealthstar Advisors
Texas
$2.24M -$4.42K -223 -0.2%
EH
69
Equitable Holdings
New York
$2.16M +$580K +29,314 +37%
FPW
70
Flagship Private Wealth
Massachusetts
$2.11M +$332K +16,757 +19%
CPRC
71
Consolidated Portfolio Review Corp
New York
$2.1M +$898K +45,357 +75%
ALC
72
Alexander Labrunerie & Co
Missouri
$2.07M +$228K +11,523 +12%
SAM
73
Smith Asset Management
Florida
$2.07M +$288K +14,545 +16%
DWAM
74
Duncan Williams Asset Management
Tennessee
$1.94M +$74.4K +3,759 +4%
Comerica Bank
75
Comerica Bank
Texas
$1.93M +$440K +22,210 +29%
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