PDI icon

PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

314 hedge funds and large institutions have $1.1B invested in PIMCO Dynamic Income Fund in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 149 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.27%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
40
Increased
149
Reduced
67
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$26.2M
2
Morgan Stanley
Morgan Stanley
New York
+$17.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12M
4
LPL Financial
LPL Financial
California
+$11.9M
5
IC
IEQ Capital
California
+$10.2M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$155M
2
CCM
Consolidated Capital Management
California
-$12.6M
3
AWS
Atria Wealth Solutions
New York
-$5.54M
4
WWM
Wagner Wealth Management
South Carolina
-$4.15M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
126
Stratos Wealth Partners
Ohio
$807K -$158K -7,990 -16%
EGA
127
E&G Advisors
Texas
$765K -$11.3K -573 -1%
TNB
128
Thomasville National Bank
Georgia
$743K – – –
BFA
129
Beacon Financial Advisory
Ohio
$743K +$67.2K +3,396 +10%
CSP
130
Cary Street Partners
Virginia
$723K – – –
NW
131
NewEdge Wealth
Pennsylvania
$721K -$6K -303 -0.8%
VFA
132
Valeo Financial Advisors
Indiana
$703K +$79.5K +4,014 +13%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$694K – – –
PFS
134
Prospera Financial Services
Texas
$686K +$151K +7,628 +28%
SPC
135
Sigma Planning Corp
Michigan
$664K +$82.5K +4,169 +14%
KCFA
136
Key Client Fiduciary Advisors
New Jersey
$641K +$12.7K +640 +2%
KFS
137
Kaizen Financial Strategies
California
$640K +$1.58K +80 +0.2%
KA
138
Kovack Advisors
Florida
$631K +$168K +8,509 +36%
FFWM
139
Future Financial Wealth Management
Ohio
$620K +$111K +5,600 +22%
TC
140
TownSquare Capital
Utah
$615K +$29.7K +1,498 +5%
BAAM
141
Baker Avenue Asset Management
California
$606K – – –
FPL
142
Fortress Private Ledger
North Carolina
$600K +$33.1K +1,672 +6%
Creative Planning
143
Creative Planning
Kansas
$599K +$68.6K +3,466 +13%
CWA
144
Cura Wealth Advisors
Illinois
$593K +$1.09K +55 +0.2%
CAC
145
Certified Advisory Corp
Florida
$591K +$11.7K +593 +2%
FHC
146
First Heartland Consultants
Missouri
$581K +$85.8K +4,335 +17%
MWA
147
Merkkuri Wealth Advisors
New York
$577K – – –
PA
148
Parallel Advisors
California
$575K +$10.1K +510 +2%
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$568K -$5.6K -283 -1%
AG
150
AmeriFlex Group
Nevada
$567K +$27.7K +1,400 +5%
4 5
6
7 8