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PIMCO Dynamic Income Fund

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
Holders Change %
% of All Funds
Holding in Top 10
5
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
WEG
201
World Equity Group
Illinois
$327K
WWA
202
WCG Wealth Advisors
Nevada
$325K
QPW
203
Quantum Private Wealth
Florida
$320K
CPIG
204
Chicago Partners Investment Group
Illinois
$317K
MA
205
Mezzasalma Advisors
New Jersey
$309K
UAG
206
United Advisor Group
Ohio
$306K
PWM
207
Prosperity Wealth Management
California
$304K
OIA
208
OneDigital Investment Advisors
Kansas
$301K
IA
209
IFG Advisory
Georgia
$299K
Verition Fund Management
210
Verition Fund Management
Connecticut
$297K
MCFP
211
Mallini Complete Financial Planning
Florida
$288K
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$284K
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
$283K
BAM
214
Belpointe Asset Management
Nevada
$281K
DI
215
Disciplined Investments
Oklahoma
$277K
CW
216
CreativeOne Wealth
Kansas
$275K
BWM
217
BCS Wealth Management
Tennessee
$275K
FA
218
Financial Alternatives
California
$275K
DC
219
Davenport & Co
Virginia
$272K
TAM
220
TCP Asset Management
Ohio
$269K
SCA
221
Snowden Capital Advisors
New York
$268K
AIP
222
Almanack Investment Partners
Pennsylvania
$264K
CIA
223
Concurrent Investment Advisors
Florida
$264K
NAS
224
NWF Advisory Services
California
$264K
JHCP
225
Jackson Hole Capital Partners
Oklahoma
$258K