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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
4.31%
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 %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$748K -$3.37M -177,816 -82%
P
127
&Partners
Tennessee
$729K +$729K +38,430 New
NW
128
NewEdge Wealth
Pennsylvania
$727K +$23.8K +1,233 +3%
BFA
129
Beacon Financial Advisory
Ohio
$726K +$14.3K +753 +2%
PFS
130
Prospera Financial Services
Texas
$722K +$64.3K +3,389 +10%
EGA
131
E&G Advisors
Texas
$717K -$15.5K -818 -2%
NFSG
132
Newbridge Financial Services Group
Florida
$714K +$714K +37,618 New
CPRC
133
Consolidated Portfolio Review Corp
New York
$709K -$1.3M -68,587 -65%
LAM
134
Lewis Asset Management
California
$696K +$481K +25,377 +224%
KCFA
135
Key Client Fiduciary Advisors
New Jersey
$693K +$78.6K +4,145 +13%
VAM
136
Verity Asset Management
North Carolina
$678K -$275K -14,482 -29%
FHC
137
First Heartland Consultants
Missouri
$678K +$121K +6,404 +22%
CWA
138
Cura Wealth Advisors
Illinois
$672K +$104K +5,456 +18%
KFS
139
Kaizen Financial Strategies
California
$654K +$40.4K +2,130 +7%
EWA
140
EP Wealth Advisors
California
$635K +$146K +7,697 +30%
DWM
141
Diversify Wealth Management
Utah
$628K +$45.4K +2,378 +8%
FFWM
142
Future Financial Wealth Management
Ohio
$616K +$22.1K +1,163 +4%
FPAS
143
Focus Partners Advisor Solutions
Missouri
$603K +$603K +31,769 New
CAC
144
Certified Advisory Corp
Florida
$584K +$18.2K +957 +3%
SPC
145
Sigma Planning Corp
Michigan
$579K -$57.4K -3,026 -9%
Creative Planning
146
Creative Planning
Kansas
$567K -$7.53K -397 -1%
SEIA
147
Signature Estate & Investment Advisors
California
$550K +$550K +28,976 New
VFA
148
Valeo Financial Advisors
Indiana
$548K -$126K -6,643 -19%
IAIM
149
International Assets Investment Management
Florida
$544K +$78.6K +4,143 +17%
PA
150
Parallel Advisors
California
$543K -$7.89K -416 -1%