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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
HKAM
126
Horizon Kinetics Asset Management
New York
$881K +$13.1K +727 +1%
CA
127
CoreCap Advisors
Michigan
$878K +$123K +6,828 +15%
Lido Advisors
128
Lido Advisors
California
$847K +$82.6K +4,587 +10%
LAM
129
Lewis Asset Management
California
$835K +$62.7K +3,485 +8%
M1FG
130
Mach-1 Financial Group
Arkansas
$831K +$12.6K +698 +1%
Truist Financial
131
Truist Financial
North Carolina
$831K -$7.36K -409 -0.8%
GFG
132
Goldstone Financial Group
Illinois
$824K -$18.1K -1,007 -2%
FA
133
Fiduciary Alliance
South Carolina
$810K +$28K +1,555 +3%
SIM
134
Seaview Investment Managers
Florida
$805K +$459K +25,493 +118%
SA
135
Sovran Advisors
California
$791K +$10.7K +593 +1%
GSIAS
136
Garden State Investment Advisory Services
New Jersey
$784K
VAM
137
Verity Asset Management
North Carolina
$781K +$69.9K +3,880 +9%
SEIA
138
Signature Estate & Investment Advisors
California
$778K -$38K -2,111 -4%
SWA
139
Stratos Wealth Advisors
Ohio
$765K +$30.1K +1,669 +4%
AI
140
Accredited Investors
Minnesota
$763K +$430K +23,861 +115%
RFA
141
Resurgent Financial Advisors
Georgia
$760K +$24.1K +1,338 +3%
FHC
142
First Heartland Consultants
Missouri
$755K +$80.7K +4,481 +11%
SIC
143
Samalin Investment Counsel
New York
$750K -$86.6K -4,809 -10%
AFP
144
Ausdal Financial Partners
Iowa
$735K +$450K +25,011 +139%
GWP
145
Gateway Wealth Partners
Wisconsin
$727K +$472K +26,210 +161%
KCFA
146
Key Client Fiduciary Advisors
New Jersey
$696K +$19.5K +1,082 +3%
ACM
147
Arlington Capital Management
Illinois
$686K +$66.9K +3,713 +10%
BFA
148
Beacon Financial Advisory
Ohio
$685K +$36.8K +2,044 +5%
VI
149
VectorGlobal IAG
Florida
$663K +$697K +38,733 New
IWC
150
Integrated Wealth Concepts
Massachusetts
$661K +$696K +38,629 New

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.