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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 %
IAG
176
Investmark Advisory Group
Connecticut
$403K +$403K +20,368 New
PD
177
Planning Directions
Pennsylvania
$403K +$403K +20,369 New
TSS
178
Two Sigma Securities
New York
$389K +$145K +7,348 +60%
CCG
179
Capital CS Group
California
$384K +$12.9K +654 +3%
IAS
180
Insigneo Advisory Services
Florida
$377K – – –
Mariner
181
Mariner
Kansas
$376K +$113K +5,732 +43%
SWM
182
Spire Wealth Management
Virginia
$375K +$56.6K +2,859 +18%
AAS
183
Ameritas Advisory Services
Nebraska
$375K +$3.68K +200 +1%
SG
184
StoneX Group
New York
$373K +$154K +7,709 +70%
CCFM
185
Clear Creek Financial Management
Washington
$371K +$9.9K +500 +3%
OIA
186
Optimum Investment Advisors
Illinois
$368K – – –
NWM
187
Northwest Wealth Management
Iowa
$367K – – –
AWM
188
Axxcess Wealth Management
California
$366K +$366K +18,510 New
DA
189
Dover Advisors
Virginia
$364K +$118K +5,890 +48%
CG
190
CFO4Life Group
Texas
$363K – – –
AQR Capital Management
191
AQR Capital Management
Connecticut
$359K +$359K +18,125 New
BHPW
192
Beverly Hills Private Wealth
California
$358K +$2.16K +109 +0.6%
WA
193
WealthTrust Axiom
Pennsylvania
$356K +$106K +5,364 +42%
MAM
194
MWA Asset Management
Massachusetts
$343K -$4.95K -250 -1%
SI
195
Stephens Inc
Arkansas
$338K -$4.16K -210 -1%
BlackRock
196
BlackRock
New York
$336K +$277K +13,977 +466%
MWM
197
Melfa Wealth Management
Massachusetts
$333K – – –
GL
198
GHE LLC
Tennessee
$332K +$124K +6,250 +60%
KWM
199
Kingsview Wealth Management
Oregon
$330K +$66K +3,333 +25%
UCFA
200
United Capital Financial Advisors
Texas
$329K +$111K +5,620 +51%
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