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PIMCO Dynamic Income Fund

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
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$2.94M
USCWA
52
U.S. Capital Wealth Advisors
Texas
$2.91M
MIC
53
Means Investment Company
Maine
$2.84M
Lido Advisors
54
Lido Advisors
California
$2.83M
PCIA
55
Prime Capital Investment Advisors
Kansas
$2.82M
MAM
56
Morse Asset Management
Connecticut
$2.79M
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$2.69M
KAS
58
Kestra Advisory Services
Texas
$2.69M
TVAMP
59
Tennessee Valley Asset Management Partners
Tennessee
$2.62M
Stifel Financial
60
Stifel Financial
Missouri
$2.62M
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$2.49M
ACMG
62
Anchor Capital Management Group
California
$2.46M
DWM
63
Drive Wealth Management
Utah
$2.46M
MWM
64
MorganRosel Wealth Management
Colorado
$2.44M
AFP
65
Ausdal Financial Partners
Iowa
$2.43M
ECM
66
Evergreen Capital Management
Washington
$2.4M
NWMP
67
Noble Wealth Management PBC
Colorado
$2.28M
WA
68
Wealthstar Advisors
Texas
$2.24M
EH
69
Equitable Holdings
New York
$2.16M
FPW
70
Flagship Private Wealth
Massachusetts
$2.11M
CPRC
71
Consolidated Portfolio Review Corp
New York
$2.1M
ALC
72
Alexander Labrunerie & Co
Missouri
$2.07M
SAM
73
Smith Asset Management
Florida
$2.07M
DWAM
74
Duncan Williams Asset Management
Tennessee
$1.94M
Comerica Bank
75
Comerica Bank
Texas
$1.93M