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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
IC
101
IEQ Capital
California
$1.25M +$431K +23,949 +49%
OC
102
Oppenheimer & Co
New York
$1.24M +$4.97K +276 +0.4%
AP
103
Americana Partners
Texas
$1.23M +$23.4K +1,300 +2%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$1.21M -$2.18M -120,888 -63%
SWP
105
Stratos Wealth Partners
Ohio
$1.21M -$129K -7,157 -9%
PTC
106
Private Trust Company
Ohio
$1.2M
SC
107
Scotia Capital
Ontario, Canada
$1.2M +$28.5K +1,585 +2%
CAM
108
Cresset Asset Management
Illinois
$1.18M +$29.5K +1,637 +2%
TWM
109
Tradition Wealth Management
Minnesota
$1.07M +$54.4K +3,019 +5%
IWM
110
IHT Wealth Management
Illinois
$1.06M +$472K +26,202 +73%
HAG
111
HF Advisory Group
Maryland
$1.05M +$35.8K +1,990 +3%
SWP
112
Significant Wealth Partners
Illinois
$1.03M +$1.09M +60,462 New
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$1.03M +$1.08M +60,233 New
BF
114
Benchmark Financial
Delaware
$1.02M
MFG
115
Merit Financial Group
Georgia
$999K -$329K -18,254 -24%
DWAM
116
Duncan Williams Asset Management
Tennessee
$995K +$36.3K +2,016 +4%
Brown Advisory
117
Brown Advisory
Maryland
$985K -$252K -14,016 -20%
WKSWA
118
White Knight Strategic Wealth Advisors
New Jersey
$975K +$1.03M +56,959 New
RWFS
119
Rayburn West Financial Services
Tennessee
$938K +$90K +5,000 +10%
JSW
120
Journey Strategic Wealth
New Jersey
$912K +$135K +7,474 +16%
HIA
121
Harbor Investment Advisory
Maryland
$909K +$5.4K +300 +0.6%
PFS
122
Prospera Financial Services
Texas
$907K +$49.4K +2,746 +5%
SC
123
Savant Capital
Illinois
$904K +$91.2K +5,067 +11%
OWA
124
Outlook Wealth Advisors
Texas
$902K -$32.6K -1,810 -3%
VF
125
Virtu Financial
New York
$893K -$143K -7,925 -13%

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.