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PIMCO Dynamic Income Fund

327 hedge funds and large institutions have $1.16B invested in PIMCO Dynamic Income Fund in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 153 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSIA
126
LaSalle St. Investment Advisors
Illinois
$882K
LAM
127
Lewis Asset Management
California
$845K
MWM
128
Meadowbrook Wealth Management
New York
$829K
DWM
129
Diversify Wealth Management
Utah
$826K
SG
130
StoneX Group
New York
$800K
CPRC
131
Consolidated Portfolio Review Corp
New York
$770K
EGA
132
E&G Advisors
Texas
$748K
KCFA
133
Key Client Fiduciary Advisors
New Jersey
$739K
VAM
134
Verity Asset Management
North Carolina
$733K
FHC
135
First Heartland Consultants
Missouri
$731K
FA
136
Fiduciary Alliance
South Carolina
$727K
BFA
137
Beacon Financial Advisory
Ohio
$712K
IWM
138
IHT Wealth Management
Illinois
$694K
NW
139
NewEdge Wealth
Pennsylvania
$686K
RFA
140
Resurgent Financial Advisors
Georgia
$681K
SEIA
141
Signature Estate & Investment Advisors
California
$669K
SPC
142
Sigma Planning Corp
Michigan
$668K
FFWM
143
Future Financial Wealth Management
Ohio
$648K
SPIA
144
Steward Partners Investment Advisory
New York
$646K
FFA
145
First Foundation Advisors
California
$645K
KFS
146
Kaizen Financial Strategies
California
$638K
Cerity Partners
147
Cerity Partners
New York
$632K
SAW
148
Signal Advisors Wealth
Michigan
$624K
CAC
149
Certified Advisory Corp
Florida
$624K
Creative Planning
150
Creative Planning
Kansas
$624K