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PIMCO Dynamic Income Fund
PDI

337 hedge funds and large institutions have $1.19B invested in PIMCO Dynamic Income Fund in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 159 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 84

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$108M)

2% more funds holding

Funds holding: 329 → 337 (+8)

1.71% more ownership

Funds ownership: 15.02% → 16.74% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
337
Holders Change
+8
Holders Change %
+2.43%
% of All Funds
4.42%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
159
Reduced
84
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GP
Gridiron Partners
Pennsylvania
+$65.5M
2
Morgan Stanley
Morgan Stanley
New York
+$15M
3
LPL Financial
LPL Financial
California
+$14.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.55M
5
NA
NewEdge Advisors
Louisiana
+$4.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$3.58M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.4M
3
BRWA
B. Riley Wealth Advisors
Florida
-$2.91M
4
DWM
Drive Wealth Management
Utah
-$2.17M
5
ACM
AlphaStar Capital Management
North Carolina
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$1.89M +$10K +516 +0.5%
SWP
77
Stratos Wealth Partners
Ohio
$1.87M -$20.5K -1,058 -1%
OC
78
Oppenheimer & Co
New York
$1.83M +$227K +11,730 +15%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$1.82M -$56.8K -2,931 -3%
MML Investors Services
80
MML Investors Services
Massachusetts
$1.8M +$87.1K +4,489 +5%
BSI
81
Bennett Selby Investments
Maine
$1.8M +$1.76M +90,659 New
MGWM
82
Marks Group Wealth Management
Minnesota
$1.78M – – –
NI
83
NCP Inc
California
$1.77M +$95.9K +4,943 +6%
EFG
84
Elm3 Financial Group
Georgia
$1.72M +$52.3K +2,696 +3%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$1.65M -$1.06M -54,685 -40%
MFG
86
Merit Financial Group
Georgia
$1.53M -$1.2K -62 -0.1%
PA
87
PFG Advisors
Arizona
$1.53M -$1.59M -81,884 -51%
CIBC World Market
88
CIBC World Market
Ontario, Canada
$1.51M -$40.4K -2,081 -3%
PGWM
89
Parisi Gray Wealth Management
New Jersey
$1.46M +$88.1K +4,543 +7%
MAG
90
MRA Advisory Group
New Jersey
$1.43M +$38.9K +2,005 +3%
CAM
91
Cresset Asset Management
Illinois
$1.4M – – –
AP
92
Americana Partners
Texas
$1.39M – – –
PTC
93
Private Trust Company
Ohio
$1.39M – – –
VCP
94
Verus Capital Partners
Arizona
$1.38M +$1.35M +69,742 New
WWM
95
Western Wealth Management
Colorado
$1.37M -$68.7K -3,543 -5%
P
96
&Partners
Tennessee
$1.35M +$578K +29,807 +78%
MCM
97
MAI Capital Management
Ohio
$1.35M +$25.6K +1,322 +2%
SA
98
Sovran Advisors
California
$1.33M -$173K -8,901 -11%
WS
99
Wedbush Securities
California
$1.3M -$210K -10,846 -14%
SC
100
Scotia Capital
Ontario, Canada
$1.3M -$11.8K -608 -0.9%
2 3
4
5 6

PDI Hedge Fund Activity: Q3 2025 in Review

337 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q3 2025, worth a combined $1.19B — up 10% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PDI positions and 25 closed out — a net gain of 12 holders — while 159 added to existing stakes and 84 trimmed.

The largest buyer was Gridiron Partners, opening a new position worth an estimated $65.5M. The largest seller was Cohen & Steers, cutting an estimated $3.58M.

  • 337 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q3 2025, up from 329 in Q2 2025.
  • Funds reported $1.19B of PIMCO Dynamic Income Fund stock for Q3 2025, up 10% quarter-over-quarter.
  • 37 funds opened new PIMCO Dynamic Income Fund positions in Q3 2025 and 25 closed out, a net change of +12 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q3 2025 was Gridiron Partners, an estimated $65.5M added.
  • The largest PIMCO Dynamic Income Fund seller in Q3 2025 was Cohen & Steers, an estimated $3.58M sold.

Based on aggregated 13F filings for Q3 2025.