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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
SAW
151
Signal Advisors Wealth
Michigan
$624K +$612K +31,540 New
CAC
152
Certified Advisory Corp
Florida
$624K +$14.5K +747 +2%
Creative Planning
153
Creative Planning
Kansas
$624K +$31.7K +1,634 +5%
CWA
154
Cura Wealth Advisors
Illinois
$606K -$93.5K -4,822 -14%
IAS
155
Insigneo Advisory Services
Florida
$581K +$32.7K +1,686 +6%
BAM
156
Belpointe Asset Management
Nevada
$580K +$201K +10,366 +55%
HAS
157
HBW Advisory Services
California
$579K +$92.9K +4,790 +20%
VFA
158
Valeo Financial Advisors
Indiana
$576K +$3.98K +205 +0.7%
AAP
159
Arax Advisory Partners
Colorado
$569K +$537K +27,680 +2,604%
TNB
160
Thomasville National Bank
Georgia
$566K – – –
NG
161
Novem Group
New York
$565K +$58.5K +3,018 +12%
OL
162
Owen LaRue
Kentucky
$551K +$5.18K +267 +1%
IAIM
163
International Assets Investment Management
Florida
$548K +$911 +47 +0.2%
AFG
164
Atomi Financial Group
New York
$542K -$5.7K -294 -1%
NFSG
165
Newbridge Financial Services Group
Florida
$536K -$204K -10,543 -28%
CWM
166
Cornerstone Wealth Management
Missouri
$534K +$22.1K +1,139 +4%
AWM
167
Apollon Wealth Management
South Carolina
$533K +$38.1K +1,965 +8%
ACA
168
Aptus Capital Advisors
Alabama
$533K -$21.3K -1,097 -4%
SFWA
169
Summit Financial Wealth Advisors
Louisiana
$532K +$27K +1,394 +5%
BPA
170
Beacon Pointe Advisors
California
$525K +$265K +13,672 +107%
RIG
171
Ramiah Investment Group
Wisconsin
$520K -$24.4K -1,258 -5%
WWA
172
WCG Wealth Advisors
Nevada
$519K -$3.1K -160 -0.6%
JHCP
173
Jackson Hole Capital Partners
Oklahoma
$517K +$67.9K +3,499 +15%
WEG
174
World Equity Group
Illinois
$506K +$29.1K +1,500 +6%
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$499K -$314K -16,173 -39%
5 6
7
8 9

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.