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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

321 hedge funds and large institutions have $1.05B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 154 increasing their positions, 78 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
4.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
37
Increased
154
Reduced
78
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$12.8M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.6M
3
UBS Group
UBS Group
Switzerland
+$5.37M
4
Bank of America
Bank of America
North Carolina
+$3.14M
5
CRC
Catawba River Capital
South Carolina
+$2.84M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$27.6M
2
Morgan Stanley
Morgan Stanley
New York
-$10.1M
3
IC
IEQ Capital
California
-$9.8M
4
WIA
World Investment Advisors
California
-$3.85M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$1.8M -$591K -31,147 -25%
MGWM
77
Marks Group Wealth Management
Minnesota
$1.71M – – –
WJWM
78
Williams Jones Wealth Management
New York
$1.64M -$18.9K -996 -1%
MML Investors Services
79
MML Investors Services
Massachusetts
$1.64M +$34.7K +1,831 +2%
FFN
80
Focus Financial Network
Minnesota
$1.64M +$173K +9,016 +12%
HKAM
81
Horizon Kinetics Asset Management
New York
$1.63M -$9.77K -515 -0.6%
EFG
82
Elm3 Financial Group
Georgia
$1.6M +$151K +7,944 +10%
NI
83
NCP Inc
California
$1.6M +$141K +7,444 +10%
Jane Street
84
Jane Street
New York
$1.59M +$1.18M +62,401 +294%
SA
85
Sovran Advisors
California
$1.57M +$497K +25,942 +46%
OC
86
Oppenheimer & Co
New York
$1.53M +$362K +19,071 +31%
AWS
87
Atria Wealth Solutions
New York
$1.5M -$27.6M -1,438,804 -95%
CIBC World Market
88
CIBC World Market
Ontario, Canada
$1.48M -$23.7K -1,250 -2%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$1.47M +$806K +42,500 +121%
MFG
90
Merit Financial Group
Georgia
$1.47M +$95.2K +5,019 +7%
WS
91
Wedbush Securities
California
$1.45M +$89.6K +4,726 +7%
WWM
92
Western Wealth Management
Colorado
$1.38M -$26K -1,370 -2%
CAM
93
Cresset Asset Management
Illinois
$1.37M +$29.6K +1,542 +2%
AP
94
Americana Partners
Texas
$1.34M +$188K +9,900 +16%
MAG
95
MRA Advisory Group
New Jersey
$1.33M +$97.8K +5,153 +8%
PTC
96
Private Trust Company
Ohio
$1.33M -$29.1K -1,534 -2%
PGWM
97
Parisi Gray Wealth Management
New Jersey
$1.31M – – –
MCM
98
MAI Capital Management
Ohio
$1.26M +$59.4K +3,130 +5%
FFA
99
Farther Finance Advisors
California
$1.26M +$1.11M +58,446 +724%
SC
100
Scotia Capital
Ontario, Canada
$1.25M +$35.4K +1,867 +3%
2 3
4
5 6