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PIMCO Dynamic Income Fund
PDI

318 hedge funds and large institutions have $1.13B invested in PIMCO Dynamic Income Fund in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 152 increasing their positions, 68 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 68

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

1.65% more ownership

Funds ownership: 14.64% → 16.29% (+1.7%)

1% more funds holding

Funds holding: 316 → 318 (+2)

17% less capital invested

Capital invested by funds: $1.35B → $1.13B (-$225M)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
318
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
39
Increased
152
Reduced
68
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
+$25.8M
2
Morgan Stanley
Morgan Stanley
New York
+$17.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11.8M
4
LPL Financial
LPL Financial
California
+$11.7M
5
IC
IEQ Capital
California
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
CCM
Consolidated Capital Management
California
-$12.6M
2
AWS
Atria Wealth Solutions
New York
-$5.45M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.13M
4
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
-$4.08M
5
AWM
AE Wealth Management
Kansas
-$3.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
51
RFG Advisory
Alabama
$2.99M +$384K +19,706 +15%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$2.94M -$260K -13,328 -8%
USCWA
53
U.S. Capital Wealth Advisors
Texas
$2.91M +$78K +4,003 +3%
MIC
54
Means Investment Company
Maine
$2.84M -$1.41M -72,637 -34%
Lido Advisors
55
Lido Advisors
California
$2.83M +$1.93M +98,879 +226%
PCIA
56
Prime Capital Investment Advisors
Kansas
$2.82M +$2.77M +142,302 New
MAM
57
Morse Asset Management
Connecticut
$2.79M +$218K +11,194 +9%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$2.69M -$127K -6,540 -5%
KAS
59
Kestra Advisory Services
Texas
$2.69M +$538K +27,621 +26%
TVAMP
60
Tennessee Valley Asset Management Partners
Tennessee
$2.62M +$235K +12,071 +10%
Stifel Financial
61
Stifel Financial
Missouri
$2.62M +$82.1K +4,213 +3%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$2.49M -$1.17M -60,094 -32%
ACMG
63
Anchor Capital Management Group
California
$2.46M – – –
DWM
64
Drive Wealth Management
Utah
$2.46M +$438K +22,480 +22%
MWM
65
MorganRosel Wealth Management
Colorado
$2.44M +$529K +27,166 +28%
AFP
66
Ausdal Financial Partners
Iowa
$2.43M +$480K +24,641 +25%
ECM
67
Evergreen Capital Management
Washington
$2.4M -$39.3K -2,020 -2%
NWMP
68
Noble Wealth Management PBC
Colorado
$2.28M -$1.42M -72,875 -39%
WA
69
Wealthstar Advisors
Texas
$2.24M -$4.34K -223 -0.2%
EH
70
Equitable Holdings
New York
$2.16M +$571K +29,314 +37%
FPW
71
Flagship Private Wealth
Massachusetts
$2.11M +$326K +16,757 +19%
CPRC
72
Consolidated Portfolio Review Corp
New York
$2.1M +$883K +45,357 +75%
ALC
73
Alexander Labrunerie & Co
Missouri
$2.07M +$224K +11,523 +12%
SAM
74
Smith Asset Management
Florida
$2.07M +$283K +14,545 +16%
DWAM
75
Duncan Williams Asset Management
Tennessee
$1.94M +$73.2K +3,759 +4%
1 2
3
4 5

PDI Hedge Fund Activity: Q1 2025 in Review

318 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q1 2025, worth a combined $1.13B — down 17% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PDI positions and 30 closed out — a net gain of 9 holders — while 152 added to existing stakes and 68 trimmed.

The largest buyer was J.W. Cole Advisors, adding an estimated $25.8M. The largest seller was Consolidated Capital Management, exiting entirely with an estimated $12.6M sold.

  • 318 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q1 2025, up from 316 in Q4 2024.
  • Funds reported $1.13B of PIMCO Dynamic Income Fund stock for Q1 2025, down 17% quarter-over-quarter.
  • 39 funds opened new PIMCO Dynamic Income Fund positions in Q1 2025 and 30 closed out, a net change of +9 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q1 2025 was J.W. Cole Advisors, an estimated $25.8M added.
  • The largest PIMCO Dynamic Income Fund seller in Q1 2025 was Consolidated Capital Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2025.