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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
AC
176
AlphaCore Capital
California
$499K +$6.13K +316 +1%
DWM
177
Drive Wealth Management
Utah
$488K -$2.17M -111,656 -82%
SCA
178
Sage Capital Advisors
South Dakota
$482K +$10.6K +546 +2%
WIA
179
World Investment Advisors
California
$466K -$1.43M -73,691 -76%
VVP
180
Venture Visionary Partners
Ohio
$465K -$1.43M -73,705 -76%
KA
181
Kovack Advisors
Florida
$464K -$381K -19,633 -46%
CCFM
182
Clear Creek Financial Management
Washington
$462K +$21.3K +1,100 +5%
SWM
183
SeaCrest Wealth Management
New York
$461K +$227K +11,700 +102%
ACP
184
Aviance Capital Partners
Florida
$454K +$310 +16 +0.1%
NHC
185
Nicholas Hoffman & Company
Georgia
$447K – – –
ACP
186
Arcus Capital Partners
Georgia
$443K – – –
Koshinski Asset Management
187
Koshinski Asset Management
Illinois
$428K -$24.2K -1,247 -5%
MWM
188
Maridea Wealth Management
New York
$424K -$2.19K -113 -0.5%
CCG
189
Capital CS Group
California
$412K +$12.2K +630 +3%
AI
190
Accredited Investors
Minnesota
$410K – – –
Goldman Sachs
191
Goldman Sachs
New York
$408K +$399K +20,595 New
GRP
192
Global Retirement Partners
California
$400K +$31.5K +1,623 +9%
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$396K +$112K +5,763 +40%
AWM
194
AE Wealth Management
Kansas
$391K +$8.86K +457 +2%
WA
195
WealthTrust Axiom
Pennsylvania
$390K – – –
CG
196
CFO4Life Group
Texas
$389K – – –
PWM
197
Prosperity Wealth Management
California
$373K +$29.3K +1,513 +9%
IA
198
IFP Advisors
Florida
$372K +$58.3K +3,008 +19%
CIA
199
Concurrent Investment Advisors
Florida
$372K -$37.7K -1,945 -9%
BAAM
200
Baker Avenue Asset Management
California
$370K – – –
6 7
8
9 10

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.