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PIMCO Dynamic Income Fund

352 hedge funds and large institutions have $1.21B invested in PIMCO Dynamic Income Fund in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 124 increasing their positions, 117 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

4% more funds holding

Funds holding: 337352 (+15)

1.28% more ownership

Funds ownership: 16.74%18.02% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 117

2% more capital invested

Capital invested by funds: $1.19B → $1.21B (+$22M)

Holders
352
Holders Change
+15
Holders Change %
+4.45%
% of All Funds
4.28%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
59
Increased
124
Reduced
117
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
101
Kovack Advisors
Florida
$1.25M +$869K +47,366 +202%
AP
102
Americana Partners
Texas
$1.25M +$5.5K +300 +0.4%
P
103
&Partners
Tennessee
$1.25M +$42.9K +2,337 +3%
PTC
104
Private Trust Company
Ohio
$1.25M
SA
105
Sanctuary Advisors
Indiana
$1.22M +$129K +7,020 +11%
SC
106
Scotia Capital
Ontario, Canada
$1.21M +$53.4K +2,908 +4%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$1.21M -$1.44M -78,228 -53%
CAM
108
Cresset Asset Management
Illinois
$1.19M -$63.9K -3,484 -5%
WWM
109
Western Wealth Management
Colorado
$1.14M -$94.2K -5,131 -7%
WS
110
Wedbush Securities
California
$1.12M -$43.9K -2,393 -4%
MWM
111
MorganRosel Wealth Management
Colorado
$1.08M -$1.71M -93,005 -60%
VF
112
Virtu Financial
New York
$1.06M +$1.1M +60,127 New
TWM
113
Tradition Wealth Management
Minnesota
$1.05M +$103K +5,612 +10%
BF
114
Benchmark Financial
Delaware
$1.05M +$1.09M +59,542 New
HAG
115
HF Advisory Group
Maryland
$1.05M +$65.2K +3,554 +6%
DWAM
116
Duncan Williams Asset Management
Tennessee
$1.04M -$154K -8,403 -13%
TCM
117
Triumph Capital Management
Colorado
$989K -$171K -9,301 -14%
SHF
118
Safe Harbor Fiduciary
Florida
$970K +$1.01M +54,777 New
OWA
119
Outlook Wealth Advisors
Texas
$966K -$19.5K -1,061 -2%
HIA
120
Harbor Investment Advisory
Maryland
$936K +$28.7K +1,564 +3%
Comerica Bank
121
Comerica Bank
Texas
$920K -$837K -45,602 -47%
DWM
122
Diversify Wealth Management
Utah
$907K +$93.5K +5,097 +11%
HKAM
123
Horizon Kinetics Asset Management
New York
$899K -$48.5K -2,643 -5%
PFS
124
Prospera Financial Services
Texas
$890K +$101K +5,492 +12%
Lido Advisors
125
Lido Advisors
California
$883K +$1.69K +92 +0.2%