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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

321 hedge funds and large institutions have $1.05B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 154 increasing their positions, 78 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
4.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
37
Increased
154
Reduced
78
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$12.8M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.6M
3
UBS Group
UBS Group
Switzerland
+$5.37M
4
Bank of America
Bank of America
North Carolina
+$3.14M
5
CRC
Catawba River Capital
South Carolina
+$2.84M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$27.6M
2
Morgan Stanley
Morgan Stanley
New York
-$10.1M
3
IC
IEQ Capital
California
-$9.8M
4
WIA
World Investment Advisors
California
-$3.85M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
51
U.S. Capital Wealth Advisors
Texas
$2.81M +$18.8K +993 +0.7%
KAS
52
Kestra Advisory Services
Texas
$2.81M +$234K +12,313 +9%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$2.74M +$163K +8,618 +6%
MIC
54
Means Investment Company
Maine
$2.72M +$7.25K +382 +0.3%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$2.62M +$1.13M +59,685 +76%
DWM
56
Drive Wealth Management
Utah
$2.61M +$252K +13,149 +11%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$2.56M -$278K -14,542 -10%
EH
58
Equitable Holdings
New York
$2.56M +$486K +25,636 +23%
AAS
59
Avantax Advisory Services
Texas
$2.46M -$2.09M -110,128 -46%
ACMG
60
Anchor Capital Management Group
California
$2.36M – – –
AFP
61
Ausdal Financial Partners
Iowa
$2.35M +$18.5K +976 +0.8%
CSP
62
Cary Street Partners
Virginia
$2.27M +$1.58M +83,120 +228%
IA
63
IFG Advisory
Georgia
$2.26M +$1.97M +103,973 +689%
ECM
64
Evergreen Capital Management
Washington
$2.26M -$42.9K -2,233 -2%
MWM
65
MorganRosel Wealth Management
Colorado
$2.24M -$90.3K -4,760 -4%
FPW
66
Flagship Private Wealth
Massachusetts
$2.23M +$204K +10,731 +10%
WA
67
Wealthstar Advisors
Texas
$2.14M -$1.18K -62 -0.1%
AFA
68
Allium Financial Advisors
Oregon
$2.11M +$1.67M +87,890 +375%
ALC
69
Alexander Labrunerie & Co
Missouri
$1.97M -$22.2K -1,168 -1%
DWAM
70
Duncan Williams Asset Management
Tennessee
$1.9M +$33.1K +1,746 +2%
Comerica Bank
71
Comerica Bank
Texas
$1.85M +$2.77K +146 +0.1%
WIA
72
World Investment Advisors
California
$1.84M -$3.85M -202,767 -68%
VVP
73
Venture Visionary Partners
Ohio
$1.84M +$49K +2,584 +3%
SWP
74
Stratos Wealth Partners
Ohio
$1.81M +$1.04M +54,563 +134%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$1.8M +$1.61M +84,934 +834%
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