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PIMCO Dynamic Income Fund

323 hedge funds and large institutions have $1.05B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 154 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
USCWA
51
U.S. Capital Wealth Advisors
Texas
$2.81M
KAS
52
Kestra Advisory Services
Texas
$2.81M
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$2.74M
MIC
54
Means Investment Company
Maine
$2.72M
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$2.62M
DWM
56
Drive Wealth Management
Utah
$2.61M
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$2.56M
EH
58
Equitable Holdings
New York
$2.56M
AAS
59
Avantax Advisory Services
Texas
$2.46M
ACMG
60
Anchor Capital Management Group
California
$2.36M
AFP
61
Ausdal Financial Partners
Iowa
$2.35M
CSP
62
Cary Street Partners
Virginia
$2.27M
IA
63
IFG Advisory
Georgia
$2.26M
ECM
64
Evergreen Capital Management
Washington
$2.26M
MWM
65
MorganRosel Wealth Management
Colorado
$2.24M
FPW
66
Flagship Private Wealth
Massachusetts
$2.23M
WA
67
Wealthstar Advisors
Texas
$2.14M
AFA
68
Allium Financial Advisors
Oregon
$2.11M
ALC
69
Alexander Labrunerie & Co
Missouri
$1.97M
DWAM
70
Duncan Williams Asset Management
Tennessee
$1.9M
Comerica Bank
71
Comerica Bank
Texas
$1.85M
WIA
72
World Investment Advisors
California
$1.84M
VVP
73
Venture Visionary Partners
Ohio
$1.84M
SWP
74
Stratos Wealth Partners
Ohio
$1.81M
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$1.8M