PDI icon

PIMCO Dynamic Income Fund

325 hedge funds and large institutions have $1.06B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
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
TSS
201
Two Sigma Securities
New York
$333K
WA
202
Whipplewood Advisors
Colorado
$331K
PWM
203
Prosperity Wealth Management
California
$328K
GL
204
GHE LLC
Tennessee
$326K
SI
205
Stephens Inc
Arkansas
$326K
MCFP
206
Mallini Complete Financial Planning
Florida
$319K
GWP
207
Gateway Wealth Partners
Wisconsin
$316K
AWM
208
Axxcess Wealth Management
California
$310K
UAG
209
United Advisor Group
Ohio
$310K
SWM
210
Spire Wealth Management
Virginia
$307K
MA
211
Mezzasalma Advisors
New Jersey
$307K
QPW
212
Quantum Private Wealth
Florida
$307K
MWM
213
Melfa Wealth Management
Massachusetts
$302K
MWA
214
Merkkuri Wealth Advisors
New York
$300K
TL
215
Tradewinds LLC
North Carolina
$300K
IA
216
IFP Advisors
Florida
$300K
OIA
217
OneDigital Investment Advisors
Kansas
$288K
KPWS
218
Kestra Private Wealth Services
Texas
$285K
IAG
219
Investmark Advisory Group
Connecticut
$284K
CW
220
CreativeOne Wealth
Kansas
$283K
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$271K
PFGIA
222
Patriot Financial Group Insurance Agency
Massachusetts
$268K
DI
223
Disciplined Investments
Oklahoma
$266K
KWM
224
Kingsview Wealth Management
Oregon
$265K
BWM
225
BCS Wealth Management
Tennessee
$264K