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PIMCO Dynamic Income Fund

323 hedge funds and large institutions have $1.05B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 154 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
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
WA
201
Whipplewood Advisors
Colorado
$331K
PWM
202
Prosperity Wealth Management
California
$328K
GL
203
GHE LLC
Tennessee
$326K
SI
204
Stephens Inc
Arkansas
$326K
MCFP
205
Mallini Complete Financial Planning
Florida
$319K
GWP
206
Gateway Wealth Partners
Wisconsin
$316K
AWM
207
Axxcess Wealth Management
California
$310K
UAG
208
United Advisor Group
Ohio
$310K
SWM
209
Spire Wealth Management
Virginia
$307K
MA
210
Mezzasalma Advisors
New Jersey
$307K
QPW
211
Quantum Private Wealth
Florida
$307K
MWM
212
Melfa Wealth Management
Massachusetts
$302K
MWA
213
Merkkuri Wealth Advisors
New York
$300K
TL
214
Tradewinds LLC
North Carolina
$300K
IA
215
IFP Advisors
Florida
$300K
OIA
216
OneDigital Investment Advisors
Kansas
$288K
KPWS
217
Kestra Private Wealth Services
Texas
$285K
IAG
218
Investmark Advisory Group
Connecticut
$284K
CW
219
CreativeOne Wealth
Kansas
$283K
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$271K
PFGIA
221
Patriot Financial Group Insurance Agency
Massachusetts
$268K
DI
222
Disciplined Investments
Oklahoma
$266K
KWM
223
Kingsview Wealth Management
Oregon
$265K
BWM
224
BCS Wealth Management
Tennessee
$264K
FA
225
Financial Alternatives
California
$263K