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PIMCO Dynamic Income Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
101
Triumph Capital Management
Colorado
$1.19M +$256K +13,476 +27%
Truist Financial
102
Truist Financial
North Carolina
$1.05M +$216K +11,397 +26%
Brown Advisory
103
Brown Advisory
Maryland
$1.05M
HAG
104
HF Advisory Group
Maryland
$1.04M +$19.7K +1,038 +2%
OWA
105
Outlook Wealth Advisors
Texas
$1.03M +$6.47K +341 +0.6%
US Bancorp
106
US Bancorp
Minnesota
$1.03M +$23.1K +1,220 +2%
TWM
107
Tradition Wealth Management
Minnesota
$996K -$3.23K -170 -0.3%
HIA
108
Harbor Investment Advisory
Maryland
$989K +$101K +5,300 +11%
SWA
109
Stratos Wealth Advisors
Ohio
$983K +$28.8K +1,520 +3%
CL
110
Choreo LLC
Illinois
$960K
CA
111
CoreCap Advisors
Michigan
$946K -$86.3K -4,548 -8%
SIC
112
Samalin Investment Counsel
New York
$918K +$39.5K +2,080 +4%
MA
113
MAS Advisors
Florida
$916K +$83.3K +4,391 +10%
SC
114
Savant Capital
Illinois
$914K -$21K -1,106 -2%
GFG
115
Goldstone Financial Group
Illinois
$886K +$11.8K +620 +1%
FFA
116
First Foundation Advisors
California
$872K
HIP
117
HUB Investment Partners
Texas
$870K +$43.6K +2,297 +5%
GSIAS
118
Garden State Investment Advisory Services
New Jersey
$870K
Mariner
119
Mariner
Kansas
$853K +$493K +25,994 +137%
MHS
120
M Holdings Securities
Oregon
$844K -$73.8K -3,894 -8%
LSIA
121
LaSalle St. Investment Advisors
Illinois
$843K +$2.01K +106 +0.2%
KA
122
Kovack Advisors
Florida
$817K +$212K +11,193 +35%
Lido Advisors
123
Lido Advisors
California
$809K -$1.93M -100,399 -70%
National Bank of Canada
124
National Bank of Canada
Quebec, Canada
$784K +$240K +12,686 +44%
Cerity Partners
125
Cerity Partners
New York
$751K +$751K +39,610 New