We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

352 hedge funds and large institutions have $1.21B invested in PIMCO Dynamic Income Fund in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 124 increasing their positions, 117 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

4% more funds holding

Funds holding: 337352 (+15)

1.28% more ownership

Funds ownership: 16.74%18.02% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 117

2% more capital invested

Capital invested by funds: $1.19B → $1.21B (+$22M)

Holders
352
Holders Change
+15
Holders Change %
+4.45%
% of All Funds
4.28%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
59
Increased
124
Reduced
117
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
Morse Asset Management
Connecticut
$3.45M +$28.4K +1,550 +0.8%
RA
52
RFG Advisory
Alabama
$3.41M +$267K +14,571 +8%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$3.39M -$139K -7,556 -4%
RPGNY
54
Retirement Planning Group (New York)
New York
$3.37M -$111K -6,046 -3%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$3.25M -$90.3K -4,920 -3%
QHA
56
Quarry Hill Advisors
Minnesota
$3.25M +$122K +6,671 +4%
CRC
57
Catawba River Capital
South Carolina
$3.1M +$19.5K +1,061 +0.6%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$2.99M +$1.57M +85,611 +103%
AWM
59
AE Wealth Management
Kansas
$2.95M +$2.7M +147,021 +744%
EH
60
Equitable Holdings
New York
$2.8M -$23.2K -1,262 -0.8%
HF
61
HRT Financial
New York
$2.77M +$2.87M +156,283 New
CSP
62
Cary Street Partners
Virginia
$2.71M +$779K +42,436 +38%
TJHA
63
Thomas J. Herzfeld Advisors
Florida
$2.71M +$2.8M +152,852 New
SAM
64
Smith Asset Management
Florida
$2.63M +$190K +10,362 +7%
Stifel Financial
65
Stifel Financial
Missouri
$2.63M -$55.4K -3,020 -2%
BCA
66
Bay Colony Advisors
Massachusetts
$2.57M -$86.6K -4,722 -3%
FPW
67
Flagship Private Wealth
Massachusetts
$2.5M +$153K +8,322 +6%
ACMG
68
Anchor Capital Management Group
California
$2.46M
GCP
69
Gill Capital Partners
Colorado
$2.34M -$221K -12,041 -8%
TVAMP
70
Tennessee Valley Asset Management Partners
Tennessee
$2.33M -$393K -21,440 -14%
MIC
71
Means Investment Company
Maine
$2.33M +$34.1K +1,860 +1%
ACM
72
AlphaStar Capital Management
North Carolina
$2.29M +$5.95K +324 +0.3%
IA
73
IFG Advisory
Georgia
$2.22M +$310K +16,892 +16%
ALC
74
Alexander Labrunerie & Co
Missouri
$2.19M +$81.9K +4,462 +4%
EFG
75
Elm3 Financial Group
Georgia
$2.14M +$623K +33,926 +39%