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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 %
WEG
201
World Equity Group
Illinois
$327K -$282K -14,266 -46%
WWA
202
WCG Wealth Advisors
Nevada
$325K +$325K +16,428 New
QPW
203
Quantum Private Wealth
Florida
$320K +$297 +15 +0.1%
CPIG
204
Chicago Partners Investment Group
Illinois
$317K -$6.73K -357 -2%
MA
205
Mezzasalma Advisors
New Jersey
$309K +$10.4K +524 +3%
UAG
206
United Advisor Group
Ohio
$306K -$2.4K -121 -0.8%
PWM
207
Prosperity Wealth Management
California
$304K -$1.29K -65 -0.4%
OIA
208
OneDigital Investment Advisors
Kansas
$301K – – –
IA
209
IFG Advisory
Georgia
$299K +$299K +15,096 New
Verition Fund Management
210
Verition Fund Management
Connecticut
$297K – – –
MCFP
211
Mallini Complete Financial Planning
Florida
$288K +$48.7K +2,462 +20%
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$284K +$15K +842 +6%
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
$283K -$67.7K -3,418 -19%
BAM
214
Belpointe Asset Management
Nevada
$281K +$78.6K +3,971 +39%
DI
215
Disciplined Investments
Oklahoma
$277K -$19.8K -1,000 -7%
CW
216
CreativeOne Wealth
Kansas
$275K +$5.11K +258 +2%
BWM
217
BCS Wealth Management
Tennessee
$275K – – –
FA
218
Financial Alternatives
California
$275K – – –
DC
219
Davenport & Co
Virginia
$272K -$630K -31,799 -70%
TAM
220
TCP Asset Management
Ohio
$269K +$269K +13,595 New
SCA
221
Snowden Capital Advisors
New York
$268K +$16K +798 +6%
AIP
222
Almanack Investment Partners
Pennsylvania
$264K +$264K +13,355 New
CIA
223
Concurrent Investment Advisors
Florida
$264K +$264K +13,354 New
NAS
224
NWF Advisory Services
California
$264K -$97.9K -4,944 -27%
JHCP
225
Jackson Hole Capital Partners
Oklahoma
$258K +$51.5K +2,600 +25%
7 8
9
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