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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

314 hedge funds and large institutions have $1.1B invested in PIMCO Dynamic Income Fund in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 149 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.27%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
40
Increased
149
Reduced
67
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$26.2M
2
Morgan Stanley
Morgan Stanley
New York
+$17.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12M
4
LPL Financial
LPL Financial
California
+$11.9M
5
IC
IEQ Capital
California
+$10.2M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$155M
2
CCM
Consolidated Capital Management
California
-$12.6M
3
AWS
Atria Wealth Solutions
New York
-$5.54M
4
WWM
Wagner Wealth Management
South Carolina
-$4.15M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
151
Diversify Wealth Management
Utah
$563K +$198K +10,752 +54%
ACA
152
Aptus Capital Advisors
Alabama
$554K +$713 +36 +0.1%
AFG
153
Atomi Financial Group
New York
$553K +$2.12K +107 +0.4%
IWC
154
Integrated Wealth Concepts
Massachusetts
$543K +$280K +14,166 +107%
AC
155
AlphaCore Capital
California
$542K +$542K +27,099 New
CWM
156
Cornerstone Wealth Management
Missouri
$542K +$113K +5,731 +26%
RIG
157
Ramiah Investment Group
Wisconsin
$536K +$536K +27,092 New
ACP
158
Arcus Capital Partners
Georgia
$532K -$565K -28,557 -52%
AWM
159
Apollon Wealth Management
South Carolina
$511K -$613K -30,957 -55%
EWA
160
EP Wealth Advisors
California
$510K +$141K +7,125 +38%
NG
161
Novem Group
New York
$505K -$899K -45,428 -64%
GWM
162
Geneos Wealth Management
Colorado
$492K +$238K +12,021 +94%
IAIM
163
International Assets Investment Management
Florida
$486K +$84.2K +4,253 +21%
DADC
164
D.A. Davidson & Co
Montana
$478K +$64.6K +3,261 +16%
HAS
165
HBW Advisory Services
California
$470K -$8.08K -408 -2%
AFA
166
Allium Financial Advisors
Oregon
$464K +$464K +23,421 New
BWM
167
Buska Wealth Management
Wisconsin
$461K +$129K +6,501 +39%
SCA
168
Sage Capital Advisors
South Dakota
$461K -$32.7K -1,649 -7%
Koshinski Asset Management
169
Koshinski Asset Management
Illinois
$456K +$10.2K +515 +2%
ACP
170
Aviance Capital Partners
Florida
$451K +$3.33K +168 +0.7%
YWM
171
Yukon Wealth Management
Kansas
$449K +$449K +22,676 New
MWM
172
Maridea Wealth Management
New York
$447K +$51.2K +2,584 +13%
NHC
173
Nicholas Hoffman & Company
Georgia
$447K – – –
Jane Street
174
Jane Street
New York
$421K -$978K -49,401 -70%
MC
175
Mathes Company
New York
$407K – – –
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