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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

317 hedge funds and large institutions have $1.05B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 153 increasing their positions, 77 reducing their positions, and 24 closing their positions.

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
36
Increased
153
Reduced
77
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$79.3M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$6.69M
3
UBS Group
3
UBS Group
Switzerland
$32.6M
4
Bank of America
4
Bank of America
North Carolina
$58.2M
5
CRC
5
Catawba River Capital
South Carolina
$2.84M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$1.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$238M
3
IC
3
IEQ Capital
California
$223K
4
WIA
4
World Investment Advisors
California
$1.84M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$748K
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$1.8M 94,723 -31,147 -25%
MGWM
77
Marks Group Wealth Management
Minnesota
$1.71M 89,984 – –
WJWM
78
Williams Jones Wealth Management
New York
$1.64M 86,628 -996 -1%
MML Investors Services
79
MML Investors Services
Massachusetts
$1.64M 86,576 +1,831 +2%
FFN
80
Focus Financial Network
Minnesota
$1.64M 85,586 +9,016 +12%
HKAM
81
Horizon Kinetics Asset Management
New York
$1.63M 85,863 -515 -0.6%
EFG
82
Elm3 Financial Group
Georgia
$1.6M 84,325 +7,944 +10%
NI
83
NCP Inc
California
$1.6M 84,214 +7,444 +10%
Jane Street
84
Jane Street
New York
$1.59M 83,652 +62,401 +294%
SA
85
Sovran Advisors
California
$1.57M 81,806 +25,942 +46%
OC
86
Oppenheimer & Co
New York
$1.53M 80,639 +19,071 +31%
AWS
87
Atria Wealth Solutions
New York
$1.5M 78,400 -1,438,804 -95%
CIBC World Market
88
CIBC World Market
Ontario, Canada
$1.48M 78,133 -1,250 -2%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$1.47M 77,564 +42,500 +121%
MFG
90
Merit Financial Group
Georgia
$1.47M 77,369 +5,019 +7%
WS
91
Wedbush Securities
California
$1.45M 76,551 +4,726 +7%
WWM
92
Western Wealth Management
Colorado
$1.38M 72,888 -1,370 -2%
CAM
93
Cresset Asset Management
Illinois
$1.37M 71,606 +1,542 +2%
AP
94
Americana Partners
Texas
$1.34M 70,375 +9,900 +16%
MAG
95
MRA Advisory Group
New Jersey
$1.33M 70,358 +5,153 +8%
PTC
96
Private Trust Company
Ohio
$1.33M 70,320 -1,534 -2%
PGWM
97
Parisi Gray Wealth Management
New Jersey
$1.31M 69,000 – –
MCM
98
MAI Capital Management
Ohio
$1.26M 66,617 +3,130 +5%
FFA
99
Farther Finance Advisors
California
$1.26M 66,517 +58,446 +724%
SC
100
Scotia Capital
Ontario, Canada
$1.25M 66,027 +1,867 +3%
2 3
4
5 6