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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
BRWA
4
B. Riley Wealth Advisors
Florida
$3.15M
5
Bank of America
5
Bank of America
North Carolina
$58.2M

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 %
TCM
101
Triumph Capital Management
Colorado
$1.19M 62,799 +13,476 +27%
Truist Financial
102
Truist Financial
North Carolina
$1.05M 55,564 +11,397 +26%
Brown Advisory
103
Brown Advisory
Maryland
$1.05M 55,140 – –
HAG
104
HF Advisory Group
Maryland
$1.04M 54,605 +1,038 +2%
OWA
105
Outlook Wealth Advisors
Texas
$1.03M 54,255 +341 +0.6%
US Bancorp
106
US Bancorp
Minnesota
$1.03M 54,213 +1,220 +2%
TWM
107
Tradition Wealth Management
Minnesota
$996K 52,498 -170 -0.3%
HIA
108
Harbor Investment Advisory
Maryland
$989K 52,134 +5,300 +11%
SWA
109
Stratos Wealth Advisors
Ohio
$983K 51,811 +1,520 +3%
CL
110
Choreo LLC
Illinois
$960K 50,001 – –
CA
111
CoreCap Advisors
Michigan
$946K 49,863 -4,548 -8%
SIC
112
Samalin Investment Counsel
New York
$918K 48,417 +2,080 +4%
MA
113
MAS Advisors
Florida
$916K 48,301 +4,391 +10%
SC
114
Savant Capital
Illinois
$914K 48,198 -1,106 -2%
GFG
115
Goldstone Financial Group
Illinois
$886K 46,345 +620 +1%
FFA
116
First Foundation Advisors
California
$872K 45,965 – –
HIP
117
HUB Investment Partners
Texas
$870K 45,882 +2,297 +5%
GSIAS
118
Garden State Investment Advisory Services
New Jersey
$870K 45,840 – –
Mariner
119
Mariner
Kansas
$853K 44,983 +25,994 +137%
MHS
120
M Holdings Securities
Oregon
$844K 44,517 -3,894 -8%
LSIA
121
LaSalle St. Investment Advisors
Illinois
$843K 44,457 +106 +0.2%
KA
122
Kovack Advisors
Florida
$817K 43,072 +11,193 +35%
Lido Advisors
123
Lido Advisors
California
$809K 42,182 -100,399 -70%
National Bank of Canada
124
National Bank of Canada
Quebec, Canada
$784K 41,382 +12,686 +44%
Cerity Partners
125
Cerity Partners
New York
$751K 39,610 +39,610 New
3 4
5
6 7