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PIMCO Dynamic Income Fund

326 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, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
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
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$784K
Cerity Partners
127
Cerity Partners
New York
$751K
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$748K
P
129
&Partners
Tennessee
$729K
NW
130
NewEdge Wealth
Pennsylvania
$727K
BFA
131
Beacon Financial Advisory
Ohio
$726K
PFS
132
Prospera Financial Services
Texas
$722K
EGA
133
E&G Advisors
Texas
$717K
NFSG
134
Newbridge Financial Services Group
Florida
$714K
CPRC
135
Consolidated Portfolio Review Corp
New York
$709K
LAM
136
Lewis Asset Management
California
$696K
KCFA
137
Key Client Fiduciary Advisors
New Jersey
$693K
VAM
138
Verity Asset Management
North Carolina
$678K
FHC
139
First Heartland Consultants
Missouri
$678K
CWA
140
Cura Wealth Advisors
Illinois
$672K
KFS
141
Kaizen Financial Strategies
California
$654K
EWA
142
EP Wealth Advisors
California
$635K
DWM
143
Diversify Wealth Management
Utah
$628K
FFWM
144
Future Financial Wealth Management
Ohio
$616K
FPAS
145
Focus Partners Advisor Solutions
Missouri
$603K
CAC
146
Certified Advisory Corp
Florida
$584K
SPC
147
Sigma Planning Corp
Michigan
$579K
Creative Planning
148
Creative Planning
Kansas
$567K
SEIA
149
Signature Estate & Investment Advisors
California
$550K
VFA
150
Valeo Financial Advisors
Indiana
$548K