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PIMCO Dynamic Income Fund
PDI

337 hedge funds and large institutions have $1.19B invested in PIMCO Dynamic Income Fund in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 159 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 84

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$108M)

2% more funds holding

Funds holding: 329 → 337 (+8)

1.71% more ownership

Funds ownership: 15.02% → 16.74% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
337
Holders Change
+8
Holders Change %
+2.43%
% of All Funds
4.42%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
159
Reduced
84
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GP
Gridiron Partners
Pennsylvania
+$65.5M
2
Morgan Stanley
Morgan Stanley
New York
+$15M
3
LPL Financial
LPL Financial
California
+$14.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.55M
5
NA
NewEdge Advisors
Louisiana
+$4.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$3.58M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.4M
3
BRWA
B. Riley Wealth Advisors
Florida
-$2.91M
4
DWM
Drive Wealth Management
Utah
-$2.17M
5
ACM
AlphaStar Capital Management
North Carolina
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
126
Lido Advisors
California
$887K +$41.7K +2,149 +5%
PFS
127
Prospera Financial Services
Texas
$887K +$131K +6,736 +18%
BWM
128
Buska Wealth Management
Wisconsin
$884K +$385K +19,863 +80%
LSIA
129
LaSalle St. Investment Advisors
Illinois
$882K +$2.09K +108 +0.2%
LAM
130
Lewis Asset Management
California
$845K +$116K +5,999 +16%
MWM
131
Meadowbrook Wealth Management
New York
$829K +$812K +41,865 New
DWM
132
Diversify Wealth Management
Utah
$826K +$235K +12,138 +37%
SG
133
StoneX Group
New York
$800K +$420K +21,649 +117%
CPRC
134
Consolidated Portfolio Review Corp
New York
$770K +$29.8K +1,537 +4%
EGA
135
E&G Advisors
Texas
$748K – – –
KCFA
136
Key Client Fiduciary Advisors
New Jersey
$739K +$15.7K +810 +2%
VAM
137
Verity Asset Management
North Carolina
$733K +$24.7K +1,274 +4%
FHC
138
First Heartland Consultants
Missouri
$731K +$23.2K +1,196 +3%
FA
139
Fiduciary Alliance
South Carolina
$727K +$712K +36,713 New
BFA
140
Beacon Financial Advisory
Ohio
$712K -$44.6K -2,302 -6%
IWM
141
IHT Wealth Management
Illinois
$694K +$471K +24,305 +226%
NW
142
NewEdge Wealth
Pennsylvania
$686K -$1.88K -97 -0.3%
RFA
143
Resurgent Financial Advisors
Georgia
$681K +$667K +34,380 New
SEIA
144
Signature Estate & Investment Advisors
California
$669K +$93.4K +4,816 +17%
SPC
145
Sigma Planning Corp
Michigan
$668K +$61.8K +3,187 +10%
FFWM
146
Future Financial Wealth Management
Ohio
$648K +$4.87K +251 +0.8%
SPIA
147
Steward Partners Investment Advisory
New York
$646K +$106K +5,440 +20%
FFA
148
First Foundation Advisors
California
$645K -$260K -13,401 -29%
KFS
149
Kaizen Financial Strategies
California
$638K +$6.48K +334 +1%
Cerity Partners
150
Cerity Partners
New York
$632K -$149K -7,700 -19%
4 5
6
7 8

PDI Hedge Fund Activity: Q3 2025 in Review

337 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q3 2025, worth a combined $1.19B — up 10% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PDI positions and 25 closed out — a net gain of 12 holders — while 159 added to existing stakes and 84 trimmed.

The largest buyer was Gridiron Partners, opening a new position worth an estimated $65.5M. The largest seller was Cohen & Steers, cutting an estimated $3.58M.

  • 337 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q3 2025, up from 329 in Q2 2025.
  • Funds reported $1.19B of PIMCO Dynamic Income Fund stock for Q3 2025, up 10% quarter-over-quarter.
  • 37 funds opened new PIMCO Dynamic Income Fund positions in Q3 2025 and 25 closed out, a net change of +12 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q3 2025 was Gridiron Partners, an estimated $65.5M added.
  • The largest PIMCO Dynamic Income Fund seller in Q3 2025 was Cohen & Steers, an estimated $3.58M sold.

Based on aggregated 13F filings for Q3 2025.