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PIMCO Dynamic Income Fund

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
Holders Change %
% of All Funds
Holding in Top 10
5
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
SWP
126
Stratos Wealth Partners
Ohio
$807K
EGA
127
E&G Advisors
Texas
$765K
TNB
128
Thomasville National Bank
Georgia
$743K
BFA
129
Beacon Financial Advisory
Ohio
$743K
CSP
130
Cary Street Partners
Virginia
$723K
NW
131
NewEdge Wealth
Pennsylvania
$721K
VFA
132
Valeo Financial Advisors
Indiana
$703K
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$694K
PFS
134
Prospera Financial Services
Texas
$686K
SPC
135
Sigma Planning Corp
Michigan
$664K
KCFA
136
Key Client Fiduciary Advisors
New Jersey
$641K
KFS
137
Kaizen Financial Strategies
California
$640K
KA
138
Kovack Advisors
Florida
$631K
FFWM
139
Future Financial Wealth Management
Ohio
$620K
TC
140
TownSquare Capital
Utah
$615K
BAAM
141
Baker Avenue Asset Management
California
$606K
FPL
142
Fortress Private Ledger
North Carolina
$600K
Creative Planning
143
Creative Planning
Kansas
$599K
CWA
144
Cura Wealth Advisors
Illinois
$593K
CAC
145
Certified Advisory Corp
Florida
$591K
FHC
146
First Heartland Consultants
Missouri
$581K
MWA
147
Merkkuri Wealth Advisors
New York
$577K
PA
148
Parallel Advisors
California
$575K
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$568K
AG
150
AmeriFlex Group
Nevada
$567K