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PIMCO Dynamic Income Fund

334 hedge funds and large institutions have $1.16B invested in PIMCO Dynamic Income Fund in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 157 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
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
PFS
126
Prospera Financial Services
Texas
$887K
BWM
127
Buska Wealth Management
Wisconsin
$884K
LSIA
128
LaSalle St. Investment Advisors
Illinois
$882K
LAM
129
Lewis Asset Management
California
$845K
MWM
130
Meadowbrook Wealth Management
New York
$829K
DWM
131
Diversify Wealth Management
Utah
$826K
SG
132
StoneX Group
New York
$800K
CPRC
133
Consolidated Portfolio Review Corp
New York
$770K
EGA
134
E&G Advisors
Texas
$748K
KCFA
135
Key Client Fiduciary Advisors
New Jersey
$739K
VAM
136
Verity Asset Management
North Carolina
$733K
FHC
137
First Heartland Consultants
Missouri
$731K
FA
138
Fiduciary Alliance
South Carolina
$727K
BFA
139
Beacon Financial Advisory
Ohio
$712K
IWM
140
IHT Wealth Management
Illinois
$694K
NW
141
NewEdge Wealth
Pennsylvania
$686K
RFA
142
Resurgent Financial Advisors
Georgia
$681K
SEIA
143
Signature Estate & Investment Advisors
California
$669K
SPC
144
Sigma Planning Corp
Michigan
$668K
FFWM
145
Future Financial Wealth Management
Ohio
$648K
SPIA
146
Steward Partners Investment Advisory
New York
$646K
FFA
147
First Foundation Advisors
California
$645K
KFS
148
Kaizen Financial Strategies
California
$638K
Cerity Partners
149
Cerity Partners
New York
$632K
SAW
150
Signal Advisors Wealth
Michigan
$624K