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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
ACP
201
Aviance Capital Partners
Florida
$391K +$3.69K +205 +0.9%
NHC
202
Nicholas Hoffman & Company
Georgia
$386K
Koshinski Asset Management
203
Koshinski Asset Management
Illinois
$386K -$10.6K -590 -3%
SCA
204
Sage Capital Advisors
South Dakota
$383K +$39.2K +2,178 +11%
HWM
205
Heirloom Wealth Management
Colorado
$377K +$396K +22,013 New
KCPT
206
Kingstone Capital Partners Texas
Texas
$373K +$393K +21,818 New
KWS
207
Keystone Wealth Services
California
$373K +$392K +21,794 New
HA
208
Herold Advisors
New York
$372K +$91.8K +5,099 +31%
LC
209
Lavelle Capital
California
$359K +$9.04K +502 +2%
DI
210
Disciplined Investments
Oklahoma
$353K +$6.84K +380 +2%
BSI
211
Bennett Selby Investments
Maine
$346K -$163K -9,055 -31%
GG
212
GenWealth Group
New Jersey
$343K +$361K +20,056 New
AF
213
Advisornet Financial
Minnesota
$342K +$360K +20,000 New
SWA
214
SFMG Wealth Advisors
Texas
$342K +$360K +20,000 New
MCFP
215
Mallini Complete Financial Planning
Florida
$342K +$11.7K +649 +3%
TCM
216
Traynor Capital Management
Pennsylvania
$339K +$37.2K +2,068 +11%
AWE
217
Avidian Wealth Enterprises
Texas
$334K +$5.29K +294 +2%
Nomura Holdings
218
Nomura Holdings
Japan
$334K +$25.7K +1,425 +8%
SAI
219
Savvy Advisors Inc
New York
$325K -$2.34K -130 -0.7%
VA
220
VestGen Advisors
Illinois
$324K
KPWS
221
Kestra Private Wealth Services
Texas
$324K +$87.5K +4,860 +35%
NWM
222
Northwest Wealth Management
Iowa
$317K
GL
223
GHE LLC
Tennessee
$317K +$23.4K +1,300 +8%
MC
224
Mathes Company
New York
$316K
SI
225
Stephens Inc
Arkansas
$313K +$3.56K +198 +1%

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.