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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 %
Brown Advisory
101
Brown Advisory
Maryland
$1.09M – – –
CA
102
CoreCap Advisors
Michigan
$1.08M -$161K -8,139 -13%
SPIA
103
Steward Partners Investment Advisory
New York
$1.07M +$29.1K +1,470 +3%
OWA
104
Outlook Wealth Advisors
Texas
$1.07M +$355K +17,935 +50%
HAG
105
HF Advisory Group
Maryland
$1.06M +$9.92K +501 +0.9%
US Bancorp
106
US Bancorp
Minnesota
$1.05M +$976K +49,311 +1,339%
AWM
107
AE Wealth Management
Kansas
$1.05M -$3.17M -160,018 -75%
TWM
108
Tradition Wealth Management
Minnesota
$1.04M +$20.6K +1,039 +2%
CL
109
Choreo LLC
Illinois
$1M +$1M +50,001 New
SA
110
Sovran Advisors
California
$998K -$2.45M -136,896 -71%
SWA
111
Stratos Wealth Advisors
Ohio
$996K -$970 -49 -0.1%
VAM
112
Verity Asset Management
North Carolina
$994K +$994K +50,217 New
TCM
113
Triumph Capital Management
Colorado
$977K +$98.4K +4,972 +11%
SC
114
Savant Capital
Illinois
$976K +$976K +49,304 New
MHS
115
M Holdings Securities
Oregon
$959K -$6.93K -350 -0.7%
HIA
116
Harbor Investment Advisory
Maryland
$927K – – –
SIC
117
Samalin Investment Counsel
New York
$917K +$63.4K +3,201 +7%
IA
118
IFP Advisors
Florida
$914K -$2.71M -136,866 -75%
FFA
119
First Foundation Advisors
California
$910K -$21.4K -1,081 -2%
GSIAS
120
Garden State Investment Advisory Services
New Jersey
$908K – – –
GFG
121
Goldstone Financial Group
Illinois
$905K -$278K -14,022 -23%
LSIA
122
LaSalle St. Investment Advisors
Illinois
$878K +$657K +33,187 +297%
Truist Financial
123
Truist Financial
North Carolina
$874K +$28.4K +1,433 +3%
MA
124
MAS Advisors
Florida
$869K -$137K -6,943 -14%
HIP
125
HUB Investment Partners
Texas
$863K -$103K -5,197 -11%
3 4
5
6 7