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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
CAC
151
Certified Advisory Corp
Florida
$624K
Creative Planning
152
Creative Planning
Kansas
$624K
CWA
153
Cura Wealth Advisors
Illinois
$606K
IAS
154
Insigneo Advisory Services
Florida
$581K
BAM
155
Belpointe Asset Management
Nevada
$580K
HAS
156
HBW Advisory Services
California
$579K
VFA
157
Valeo Financial Advisors
Indiana
$576K
AAP
158
Arax Advisory Partners
Colorado
$569K
TNB
159
Thomasville National Bank
Georgia
$566K
NG
160
Novem Group
New York
$565K
OL
161
Owen LaRue
Kentucky
$551K
IAIM
162
International Assets Investment Management
Florida
$548K
AFG
163
Atomi Financial Group
New York
$542K
NFSG
164
Newbridge Financial Services Group
Florida
$536K
CWM
165
Cornerstone Wealth Management
Missouri
$534K
AWM
166
Apollon Wealth Management
South Carolina
$533K
ACA
167
Aptus Capital Advisors
Alabama
$533K
SFWA
168
Summit Financial Wealth Advisors
Louisiana
$532K
BPA
169
Beacon Pointe Advisors
California
$525K
RIG
170
Ramiah Investment Group
Wisconsin
$520K
WWA
171
WCG Wealth Advisors
Nevada
$519K
JHCP
172
Jackson Hole Capital Partners
Oklahoma
$517K
WEG
173
World Equity Group
Illinois
$506K
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$499K
AC
175
AlphaCore Capital
California
$499K