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PIMCO Dynamic Income Fund
PDI

337 hedge funds and large institutions have $1.19B invested in PIMCO Dynamic Income Fund in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 159 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 84

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$108M)

2% more funds holding

Funds holding: 329 → 337 (+8)

1.71% more ownership

Funds ownership: 15.02% → 16.74% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
337
Holders Change
+8
Holders Change %
+2.43%
% of All Funds
4.42%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
159
Reduced
84
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GP
Gridiron Partners
Pennsylvania
+$65.5M
2
Morgan Stanley
Morgan Stanley
New York
+$15M
3
LPL Financial
LPL Financial
California
+$14.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.55M
5
NA
NewEdge Advisors
Louisiana
+$4.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$3.58M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.4M
3
BRWA
B. Riley Wealth Advisors
Florida
-$2.91M
4
DWM
Drive Wealth Management
Utah
-$2.17M
5
ACM
AlphaStar Capital Management
North Carolina
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
TVAMP
51
Tennessee Valley Asset Management Partners
Tennessee
$3.03M +$2.97M +153,112 New
Stifel Financial
52
Stifel Financial
Missouri
$3M -$82.5K -4,253 -3%
BCA
53
Bay Colony Advisors
Massachusetts
$2.97M -$27.1K -1,399 -0.9%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$2.9M +$37.3K +1,921 +1%
AFA
55
Allium Financial Advisors
Oregon
$2.87M +$653K +33,652 +30%
GCP
56
Gill Capital Partners
Colorado
$2.85M -$412K -21,238 -13%
SAM
57
Smith Asset Management
Florida
$2.74M +$213K +11,002 +9%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$2.69M +$20.1K +1,039 +0.8%
FPW
59
Flagship Private Wealth
Massachusetts
$2.63M +$294K +15,163 +13%
MIC
60
Means Investment Company
Maine
$2.57M -$272K -14,009 -10%
ACM
61
AlphaStar Capital Management
North Carolina
$2.56M -$2.15M -111,074 -46%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$2.53M +$972K +50,139 +65%
ACMG
63
Anchor Capital Management Group
California
$2.46M – – –
Mariner
64
Mariner
Kansas
$2.41M +$1.49M +76,577 +170%
ALC
65
Alexander Labrunerie & Co
Missouri
$2.36M +$302K +15,566 +15%
AFP
66
Ausdal Financial Partners
Iowa
$2.36M -$94.8K -4,889 -4%
WA
67
Wealthstar Advisors
Texas
$2.24M +$1.13K +58 +0.1%
CSP
68
Cary Street Partners
Virginia
$2.19M -$173K -8,928 -7%
IA
69
IFG Advisory
Georgia
$2.15M -$203K -10,445 -9%
ECM
70
Evergreen Capital Management
Washington
$2.08M -$262K -13,518 -11%
WJWM
71
Williams Jones Wealth Management
New York
$2.08M +$359K +18,500 +21%
Jane Street
72
Jane Street
New York
$2M +$340K +17,512 +21%
Comerica Bank
73
Comerica Bank
Texas
$1.93M -$3.01K -155 -0.2%
FFA
74
Farther Finance Advisors
California
$1.93M +$596K +30,715 +46%
FFN
75
Focus Financial Network
Minnesota
$1.92M +$204K +10,494 +12%
1 2
3
4 5

PDI Hedge Fund Activity: Q3 2025 in Review

337 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q3 2025, worth a combined $1.19B — up 10% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PDI positions and 25 closed out — a net gain of 12 holders — while 159 added to existing stakes and 84 trimmed.

The largest buyer was Gridiron Partners, opening a new position worth an estimated $65.5M. The largest seller was Cohen & Steers, cutting an estimated $3.58M.

  • 337 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q3 2025, up from 329 in Q2 2025.
  • Funds reported $1.19B of PIMCO Dynamic Income Fund stock for Q3 2025, up 10% quarter-over-quarter.
  • 37 funds opened new PIMCO Dynamic Income Fund positions in Q3 2025 and 25 closed out, a net change of +12 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q3 2025 was Gridiron Partners, an estimated $65.5M added.
  • The largest PIMCO Dynamic Income Fund seller in Q3 2025 was Cohen & Steers, an estimated $3.58M sold.

Based on aggregated 13F filings for Q3 2025.