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PIMCO Dynamic Income Fund

320 hedge funds and large institutions have $1.05B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 153 increasing their positions, 78 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
4.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
37
Increased
153
Reduced
78
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
201
Prosperity Wealth Management
California
$328K +$37.1K +1,957 +13%
SI
202
Stephens Inc
Arkansas
$326K +$2.5K +132 +0.8%
MCFP
203
Mallini Complete Financial Planning
Florida
$319K +$43.3K +2,285 +16%
GWP
204
Gateway Wealth Partners
Wisconsin
$316K +$111K +5,855 +54%
AWM
205
Axxcess Wealth Management
California
$310K -$41.2K -2,170 -12%
UAG
206
United Advisor Group
Ohio
$310K +$16.5K +869 +6%
SWM
207
Spire Wealth Management
Virginia
$307K -$52.2K -2,752 -15%
MA
208
Mezzasalma Advisors
New Jersey
$307K +$10.4K +547 +4%
QPW
209
Quantum Private Wealth
Florida
$307K +$304 +16 +0.1%
MWM
210
Melfa Wealth Management
Massachusetts
$302K -$17.1K -903 -5%
MWA
211
Merkkuri Wealth Advisors
New York
$300K -$252K -13,280 -46%
TL
212
Tradewinds LLC
North Carolina
$300K +$300K +15,839 New
IA
213
IFP Advisors
Florida
$300K -$576K -30,349 -66%
OIA
214
OneDigital Investment Advisors
Kansas
$288K -$38 -2 -0%
KPWS
215
Kestra Private Wealth Services
Texas
$285K +$70.9K +3,740 +33%
IAG
216
Investmark Advisory Group
Connecticut
$284K -$102K -5,391 -26%
CW
217
CreativeOne Wealth
Kansas
$283K +$19.7K +1,038 +7%
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$271K -$31.4K -1,655 -10%
PFGIA
219
Patriot Financial Group Insurance Agency
Massachusetts
$268K -$3.72K -196 -1%
DI
220
Disciplined Investments
Oklahoma
$266K
KWM
221
Kingsview Wealth Management
Oregon
$265K -$51.2K -2,697 -16%
BWM
222
BCS Wealth Management
Tennessee
$264K
FA
223
Financial Alternatives
California
$263K
SCA
224
Snowden Capital Advisors
New York
$259K +$1.25K +65 +0.5%
AIP
225
Almanack Investment Partners
Pennsylvania
$253K