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PIMCO Dynamic Income Fund

325 hedge funds and large institutions have $1.06B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
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
Cerity Partners
126
Cerity Partners
New York
$751K
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$748K
P
128
&Partners
Tennessee
$729K
NW
129
NewEdge Wealth
Pennsylvania
$727K
BFA
130
Beacon Financial Advisory
Ohio
$726K
PFS
131
Prospera Financial Services
Texas
$722K
EGA
132
E&G Advisors
Texas
$717K
NFSG
133
Newbridge Financial Services Group
Florida
$714K
CPRC
134
Consolidated Portfolio Review Corp
New York
$709K
LAM
135
Lewis Asset Management
California
$696K
KCFA
136
Key Client Fiduciary Advisors
New Jersey
$693K
VAM
137
Verity Asset Management
North Carolina
$678K
FHC
138
First Heartland Consultants
Missouri
$678K
CWA
139
Cura Wealth Advisors
Illinois
$672K
KFS
140
Kaizen Financial Strategies
California
$654K
EWA
141
EP Wealth Advisors
California
$635K
DWM
142
Diversify Wealth Management
Utah
$628K
FFWM
143
Future Financial Wealth Management
Ohio
$616K
FPAS
144
Focus Partners Advisor Solutions
Missouri
$603K
CAC
145
Certified Advisory Corp
Florida
$584K
SPC
146
Sigma Planning Corp
Michigan
$579K
Creative Planning
147
Creative Planning
Kansas
$567K
SEIA
148
Signature Estate & Investment Advisors
California
$550K
VFA
149
Valeo Financial Advisors
Indiana
$548K
IAIM
150
International Assets Investment Management
Florida
$544K