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PIMCO Dynamic Income Fund

370 hedge funds and large institutions have $1.12B invested in PIMCO Dynamic Income Fund in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 81 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 81

74% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 31

5% more funds holding

Funds holding: 353370 (+17)

0.75% less ownership

Funds ownership: 18.04%17.28% (-0.75%)

7% less capital invested

Capital invested by funds: $1.21B → $1.12B (-$89.2M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
370
Holders Change
+17
Holders Change %
+4.82%
% of All Funds
4.55%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
54
Increased
178
Reduced
81
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$512K +$161K +8,953 +43%
VFA
177
Valeo Financial Advisors
Indiana
$511K +$72 +4 +0%
National Bank of Canada
178
National Bank of Canada
Quebec, Canada
$506K +$83.2K +4,622 +19%
HI
179
Harbour Investments
Wisconsin
$502K +$324K +18,015 +159%
FPAS
180
Focus Partners Advisor Solutions
Missouri
$491K +$517K +28,694 New
SFWA
181
Summit Financial Wealth Advisors
Louisiana
$488K +$68.5K +3,803 +15%
CWM
182
Cornerstone Wealth Management
Missouri
$485K +$25.5K +1,417 +5%
FFWM
183
Future Financial Wealth Management
Ohio
$483K -$9.09K -505 -2%
CPIG
184
Chicago Partners Investment Group
Illinois
$475K +$123K +6,826 +33%
WWA
185
WCG Wealth Advisors
Nevada
$463K +$17.6K +976 +4%
CP
186
Creekside Partners
California
$451K +$237K +13,164 +100%
CCG
187
Capital CS Group
California
$449K +$48.3K +2,684 +11%
HAS
188
HBW Advisory Services
California
$441K -$17.1K -950 -4%
IAIM
189
International Assets Investment Management
Florida
$440K +$59.1K +3,284 +15%
JHCP
190
Jackson Hole Capital Partners
Oklahoma
$439K +$90.3K +5,015 +24%
NG
191
Novem Group
New York
$436K -$55.3K -3,071 -11%
MWM
192
Maridea Wealth Management
New York
$435K +$33K +1,835 +8%
SPC
193
Sigma Planning Corp
Michigan
$429K -$3.28K -182 -0.7%
TSS
194
Two Sigma Securities
New York
$425K +$448K +24,860 New
OPWM
195
Oxinas Partners Wealth Management
Indiana
$412K +$226K +12,574 +109%
FFA
196
First Foundation Advisors
California
$409K
AWM
197
Apollon Wealth Management
South Carolina
$409K +$6.41K +356 +2%
Creative Planning
198
Creative Planning
Kansas
$407K -$187K -10,368 -30%
VVP
199
Venture Visionary Partners
Ohio
$400K -$7.09K -394 -2%
CCFM
200
Clear Creek Financial Management
Washington
$394K +$9.63K +535 +2%

PDI Hedge Fund Activity: Q1 2026 in Review

370 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q1 2026, worth a combined $1.12B — down 7.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PDI positions and 31 closed out — a net gain of 23 holders — while 178 added to existing stakes and 81 trimmed.

The largest buyer was Cerity Partners, adding an estimated $13.8M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $50M sold.

  • 370 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q1 2026, up from 353 in Q4 2025.
  • Funds reported $1.12B of PIMCO Dynamic Income Fund stock for Q1 2026, down 7.4% quarter-over-quarter.
  • 54 funds opened new PIMCO Dynamic Income Fund positions in Q1 2026 and 31 closed out, a net change of +23 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q1 2026 was Cerity Partners, an estimated $13.8M added.
  • The largest PIMCO Dynamic Income Fund seller in Q1 2026 was Rivernorth Capital Management, an estimated $50M sold.

Based on aggregated 13F filings for Q1 2026.