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PIMCO Dynamic Income Fund

370 hedge funds and large institutions have $1.12B invested in PIMCO Dynamic Income Fund in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 81 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 81

74% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 31

5% more funds holding

Funds holding: 353370 (+17)

0.75% less ownership

Funds ownership: 18.04%17.28% (-0.75%)

7% less capital invested

Capital invested by funds: $1.21B → $1.12B (-$89.2M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
370
Holders Change
+17
Holders Change %
+4.82%
% of All Funds
4.55%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
54
Increased
178
Reduced
81
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
76
AlphaStar Capital Management
North Carolina
$2.01M -$218K -12,104 -9%
NWA
77
Navis Wealth Advisors
New York
$1.92M +$2.02M +112,196 New
WA
78
Wealthstar Advisors
Texas
$1.86M -$45.7K -2,537 -2%
HIP
79
HUB Investment Partners
Texas
$1.84M +$304K +16,906 +19%
FFN
80
Focus Financial Network
Minnesota
$1.78M +$56K +3,109 +3%
IAA
81
Independent Advisor Alliance
North Carolina
$1.78M +$1.87M +104,120 New
MWM
82
MorganRosel Wealth Management
Colorado
$1.77M +$761K +42,276 +69%
ECM
83
Evergreen Capital Management
Washington
$1.66M -$50K -2,775 -3%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$1.64M +$494K +27,421 +40%
MAG
85
MRA Advisory Group
New Jersey
$1.62M +$53.1K +2,948 +3%
Mariner
86
Mariner
Kansas
$1.58M +$128K +7,094 +8%
WJWM
87
Williams Jones Wealth Management
New York
$1.5M -$207K -11,514 -12%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$1.49M -$4.45M -247,047 -74%
MGWM
89
Marks Group Wealth Management
Minnesota
$1.46M -$86.6K -4,809 -5%
SA
90
Sanctuary Advisors
Indiana
$1.43M +$271K +15,070 +22%
MML Investors Services
91
MML Investors Services
Massachusetts
$1.41M -$87.9K -4,881 -6%
MCM
92
MAI Capital Management
Ohio
$1.39M +$106K +5,865 +8%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$1.36M -$587K -32,600 -30%
WWM
94
Western Wealth Management
Colorado
$1.34M +$254K +14,127 +22%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$1.34M +$122K +6,787 +10%
PGWM
96
Parisi Gray Wealth Management
New Jersey
$1.28M +$45.3K +2,514 +3%
CIBC World Market
97
CIBC World Market
Ontario, Canada
$1.27M -$23.7K -1,316 -2%
DWM
98
Diversify Wealth Management
Utah
$1.26M +$394K +21,882 +44%
P
99
&Partners
Tennessee
$1.25M +$47K +2,612 +4%
WS
100
Wedbush Securities
California
$1.25M +$178K +9,865 +16%

PDI Hedge Fund Activity: Q1 2026 in Review

370 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q1 2026, worth a combined $1.12B — down 7.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PDI positions and 31 closed out — a net gain of 23 holders — while 178 added to existing stakes and 81 trimmed.

The largest buyer was Cerity Partners, adding an estimated $13.8M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $50M sold.

  • 370 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q1 2026, up from 353 in Q4 2025.
  • Funds reported $1.12B of PIMCO Dynamic Income Fund stock for Q1 2026, down 7.4% quarter-over-quarter.
  • 54 funds opened new PIMCO Dynamic Income Fund positions in Q1 2026 and 31 closed out, a net change of +23 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q1 2026 was Cerity Partners, an estimated $13.8M added.
  • The largest PIMCO Dynamic Income Fund seller in Q1 2026 was Rivernorth Capital Management, an estimated $50M sold.

Based on aggregated 13F filings for Q1 2026.