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PIMCO Dynamic Income Fund

323 hedge funds and large institutions have $1.05B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 154 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
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
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$748K
P
127
&Partners
Tennessee
$729K
NW
128
NewEdge Wealth
Pennsylvania
$727K
BFA
129
Beacon Financial Advisory
Ohio
$726K
PFS
130
Prospera Financial Services
Texas
$722K
EGA
131
E&G Advisors
Texas
$717K
NFSG
132
Newbridge Financial Services Group
Florida
$714K
CPRC
133
Consolidated Portfolio Review Corp
New York
$709K
LAM
134
Lewis Asset Management
California
$696K
KCFA
135
Key Client Fiduciary Advisors
New Jersey
$693K
VAM
136
Verity Asset Management
North Carolina
$678K
FHC
137
First Heartland Consultants
Missouri
$678K
CWA
138
Cura Wealth Advisors
Illinois
$672K
KFS
139
Kaizen Financial Strategies
California
$654K
EWA
140
EP Wealth Advisors
California
$635K
DWM
141
Diversify Wealth Management
Utah
$628K
FFWM
142
Future Financial Wealth Management
Ohio
$616K
FPAS
143
Focus Partners Advisor Solutions
Missouri
$603K
CAC
144
Certified Advisory Corp
Florida
$584K
SPC
145
Sigma Planning Corp
Michigan
$579K
Creative Planning
146
Creative Planning
Kansas
$567K
SEIA
147
Signature Estate & Investment Advisors
California
$550K
VFA
148
Valeo Financial Advisors
Indiana
$548K
IAIM
149
International Assets Investment Management
Florida
$544K
PA
150
Parallel Advisors
California
$543K