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PIMCO Dynamic Income Fund

321 hedge funds and large institutions have $1.05B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 154 increasing their positions, 78 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
4.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
37
Increased
154
Reduced
78
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TNB
151
Thomasville National Bank
Georgia
$543K -$169K -8,926 -24%
AG
152
AmeriFlex Group
Nevada
$539K
ACA
153
Aptus Capital Advisors
Alabama
$531K +$702 +37 +0.1%
AFG
154
Atomi Financial Group
New York
$525K -$4.89K -258 -0.9%
IAS
155
Insigneo Advisory Services
Florida
$524K +$164K +8,630 +45%
OL
156
Owen LaRue
Kentucky
$523K -$644K -33,928 -55%
SPIA
157
Steward Partners Investment Advisory
New York
$516K -$511K -26,951 -50%
WWA
158
WCG Wealth Advisors
Nevada
$501K +$189K +9,968 +61%
CWM
159
Cornerstone Wealth Management
Missouri
$490K -$29.3K -1,545 -6%
NG
160
Novem Group
New York
$484K +$455 +24 +0.1%
AWM
161
Apollon Wealth Management
South Carolina
$474K -$15.9K -837 -3%
AC
162
AlphaCore Capital
California
$472K -$47.9K -2,497 -9%
BWM
163
Buska Wealth Management
Wisconsin
$470K +$28.3K +1,490 +6%
HAS
164
HBW Advisory Services
California
$464K +$13.7K +720 +3%
WEG
165
World Equity Group
Illinois
$456K +$143K +7,525 +46%
SXL
166
Summit X LLC
Missouri
$455K -$688K -36,244 -60%
SCA
167
Sage Capital Advisors
South Dakota
$452K +$9.68K +510 +2%
MWM
168
Maridea Wealth Management
New York
$448K +$19K +1,000 +4%
M1FG
169
Mach-1 Financial Group
Arkansas
$439K +$439K +23,159 New
DADC
170
D.A. Davidson & Co
Montana
$435K -$23.3K -1,230 -5%
ACP
171
Aviance Capital Partners
Florida
$435K +$3.32K +175 +0.8%
Koshinski Asset Management
172
Koshinski Asset Management
Illinois
$434K -$2.94K -155 -0.7%
JHCP
173
Jackson Hole Capital Partners
Oklahoma
$429K +$182K +9,600 +74%
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$429K +$429K +22,604 New
NHC
175
Nicholas Hoffman & Company
Georgia
$428K