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PIMCO Dynamic Income Fund

343 hedge funds and large institutions have $1.2B invested in PIMCO Dynamic Income Fund in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

7% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 115

2% more capital invested

Capital invested by funds: $1.17B → $1.2B (+$24.1M)

Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$51.8M
2 +$22.4M
3 +$21.3M
4
Jane Street
Jane Street
New York
+$9.35M
5
MG
Marex Group
+$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
51
RFG Advisory
Alabama
$3.41M
Baird Financial Group
52
Baird Financial Group
Wisconsin
$3.39M
RPGNY
53
Retirement Planning Group (New York)
New York
$3.37M
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$3.25M
QHA
55
Quarry Hill Advisors
Minnesota
$3.25M
CRC
56
Catawba River Capital
South Carolina
$3.1M
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$2.99M
AWM
58
AE Wealth Management
Kansas
$2.95M
EH
59
Equitable Holdings
New York
$2.8M
HF
60
HRT Financial
New York
$2.77M
CSP
61
Cary Street Partners
Virginia
$2.71M
TJHA
62
Thomas J. Herzfeld Advisors
Florida
$2.71M
SAM
63
Smith Asset Management
Florida
$2.63M
Stifel Financial
64
Stifel Financial
Missouri
$2.63M
BCA
65
Bay Colony Advisors
Massachusetts
$2.57M
FPW
66
Flagship Private Wealth
Massachusetts
$2.5M
ACMG
67
Anchor Capital Management Group
California
$2.46M
GCP
68
Gill Capital Partners
Colorado
$2.34M
TVAMP
69
Tennessee Valley Asset Management Partners
Tennessee
$2.33M
MIC
70
Means Investment Company
Maine
$2.33M
ACM
71
AlphaStar Capital Management
North Carolina
$2.29M
IA
72
IFG Advisory
Georgia
$2.22M
ALC
73
Alexander Labrunerie & Co
Missouri
$2.19M
EFG
74
Elm3 Financial Group
Georgia
$2.14M
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$2.01M