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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

314 hedge funds and large institutions have $1.1B invested in PIMCO Dynamic Income Fund in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 149 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.27%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
40
Increased
149
Reduced
67
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$26.2M
2
Morgan Stanley
Morgan Stanley
New York
+$17.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12M
4
LPL Financial
LPL Financial
California
+$11.9M
5
IC
IEQ Capital
California
+$10.2M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$155M
2
CCM
Consolidated Capital Management
California
-$12.6M
3
AWS
Atria Wealth Solutions
New York
-$5.54M
4
WWM
Wagner Wealth Management
South Carolina
-$4.15M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$1.88M +$6.18K +312 +0.3%
VVP
77
Venture Visionary Partners
Ohio
$1.87M +$50.2K +2,537 +3%
MGWM
78
Marks Group Wealth Management
Minnesota
$1.78M – – –
WJWM
79
Williams Jones Wealth Management
New York
$1.73M -$3.64K -184 -0.2%
HKAM
80
Horizon Kinetics Asset Management
New York
$1.71M -$9.07K -458 -0.5%
MML Investors Services
81
MML Investors Services
Massachusetts
$1.68M +$21.8K +1,102 +1%
CIBC World Market
82
CIBC World Market
Ontario, Canada
$1.57M -$12.6K -636 -0.8%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$1.55M -$1.2M -60,595 -44%
FFN
84
Focus Financial Network
Minnesota
$1.53M +$73.3K +3,662 +5%
NI
85
NCP Inc
California
$1.52M +$228K +11,529 +18%
EFG
86
Elm3 Financial Group
Georgia
$1.51M -$72.2K -3,644 -5%
WWM
87
Western Wealth Management
Colorado
$1.47M +$40.4K +2,042 +3%
MFG
88
Merit Financial Group
Georgia
$1.43M -$1.54K -78 -0.1%
PTC
89
Private Trust Company
Ohio
$1.42M +$48.5K +2,451 +4%
WS
90
Wedbush Securities
California
$1.42M -$78.2K -3,952 -5%
CAM
91
Cresset Asset Management
Illinois
$1.4M -$134K -6,702 -9%
PGWM
92
Parisi Gray Wealth Management
New Jersey
$1.37M – – –
MAG
93
MRA Advisory Group
New Jersey
$1.29M +$158K +7,977 +14%
SC
94
Scotia Capital
Ontario, Canada
$1.27M -$29.6K -1,493 -2%
MCM
95
MAI Capital Management
Ohio
$1.26M +$62.1K +3,137 +5%
OC
96
Oppenheimer & Co
New York
$1.22M +$254K +12,820 +26%
OL
97
Owen LaRue
Kentucky
$1.22M +$1.22M +61,500 New
AP
98
Americana Partners
Texas
$1.2M +$123K +6,200 +11%
SXL
99
Summit X LLC
Missouri
$1.19M +$355K +17,904 +42%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$1.13M +$391K +19,769 +53%
2 3
4
5 6