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PIMCO Dynamic Income Fund

322 hedge funds and large institutions have $1.05B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 154 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+7
Holders Change %
+2.22%
% of All Funds
4.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
37
Increased
154
Reduced
79
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
201
Prosperity Wealth Management
California
$328K +$37.1K +1,957 +13%
GL
202
GHE LLC
Tennessee
$326K +$8.54K +450 +3%
SI
203
Stephens Inc
Arkansas
$326K +$2.5K +132 +0.8%
MCFP
204
Mallini Complete Financial Planning
Florida
$319K +$43.3K +2,285 +16%
GWP
205
Gateway Wealth Partners
Wisconsin
$316K +$111K +5,855 +54%
AWM
206
Axxcess Wealth Management
California
$310K -$41.2K -2,170 -12%
UAG
207
United Advisor Group
Ohio
$310K +$16.5K +869 +6%
SWM
208
Spire Wealth Management
Virginia
$307K -$52.2K -2,752 -15%
MA
209
Mezzasalma Advisors
New Jersey
$307K +$10.4K +547 +4%
QPW
210
Quantum Private Wealth
Florida
$307K +$304 +16 +0.1%
MWM
211
Melfa Wealth Management
Massachusetts
$302K -$17.1K -903 -5%
MWA
212
Merkkuri Wealth Advisors
New York
$300K -$252K -13,280 -46%
TL
213
Tradewinds LLC
North Carolina
$300K +$300K +15,839 New
IA
214
IFP Advisors
Florida
$300K -$576K -30,349 -66%
OIA
215
OneDigital Investment Advisors
Kansas
$288K -$38 -2 -0%
KPWS
216
Kestra Private Wealth Services
Texas
$285K +$70.9K +3,740 +33%
IAG
217
Investmark Advisory Group
Connecticut
$284K -$102K -5,391 -26%
CW
218
CreativeOne Wealth
Kansas
$283K +$19.7K +1,038 +7%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$271K -$31.4K -1,655 -10%
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$268K -$3.72K -196 -1%
DI
221
Disciplined Investments
Oklahoma
$266K
KWM
222
Kingsview Wealth Management
Oregon
$265K -$51.2K -2,697 -16%
BWM
223
BCS Wealth Management
Tennessee
$264K
FA
224
Financial Alternatives
California
$263K
SCA
225
Snowden Capital Advisors
New York
$259K +$1.25K +65 +0.5%