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PIMCO Dynamic Income Fund

329 hedge funds and large institutions have $1.16B invested in PIMCO Dynamic Income Fund in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 155 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
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
NWM
201
Northwest Wealth Management
Iowa
$367K
BEI
202
Benjamin Edwards Inc
Missouri
$367K
MC
203
Mathes Company
New York
$366K
TCM
204
Traynor Capital Management
Pennsylvania
$364K
MAM
205
MWA Asset Management
Massachusetts
$360K
AQR Capital Management
206
AQR Capital Management
Connecticut
$359K
BHPW
207
Beverly Hills Private Wealth
California
$358K
MCFP
208
Mallini Complete Financial Planning
Florida
$356K
SI
209
Stephens Inc
Arkansas
$343K
GL
210
GHE LLC
Tennessee
$341K
GWP
211
Gateway Wealth Partners
Wisconsin
$339K
PFGIA
212
Patriot Financial Group Insurance Agency
Massachusetts
$337K
BRWA
213
B. Riley Wealth Advisors
Florida
$321K
QPW
214
Quantum Private Wealth
Florida
$320K
MWM
215
Melfa Wealth Management
Massachusetts
$315K
MWA
216
Merkkuri Wealth Advisors
New York
$314K
DC
217
Davenport & Co
Virginia
$313K
UAG
218
United Advisor Group
Ohio
$313K
WA
219
Whipplewood Advisors
Colorado
$303K
KPWS
220
Kestra Private Wealth Services
Texas
$302K
SFC
221
Strategic Financial Concepts
Texas
$302K
OIA
222
OneDigital Investment Advisors
Kansas
$301K
GWM
223
Geneos Wealth Management
Colorado
$299K
IAG
224
Investmark Advisory Group
Connecticut
$298K
TSS
225
Two Sigma Securities
New York
$297K