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PIMCO Dynamic Income Fund

327 hedge funds and large institutions have $1.16B invested in PIMCO Dynamic Income Fund in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 153 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
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
BEI
201
Benjamin Edwards Inc
Missouri
$367K
MC
202
Mathes Company
New York
$366K
TCM
203
Traynor Capital Management
Pennsylvania
$364K
MAM
204
MWA Asset Management
Massachusetts
$360K
AQR Capital Management
205
AQR Capital Management
Connecticut
$359K
BHPW
206
Beverly Hills Private Wealth
California
$358K
MCFP
207
Mallini Complete Financial Planning
Florida
$356K
SI
208
Stephens Inc
Arkansas
$343K
GL
209
GHE LLC
Tennessee
$341K
GWP
210
Gateway Wealth Partners
Wisconsin
$339K
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
$337K
BRWA
212
B. Riley Wealth Advisors
Florida
$321K
QPW
213
Quantum Private Wealth
Florida
$320K
MWM
214
Melfa Wealth Management
Massachusetts
$315K
MWA
215
Merkkuri Wealth Advisors
New York
$314K
DC
216
Davenport & Co
Virginia
$313K
UAG
217
United Advisor Group
Ohio
$313K
WA
218
Whipplewood Advisors
Colorado
$303K
KPWS
219
Kestra Private Wealth Services
Texas
$302K
SFC
220
Strategic Financial Concepts
Texas
$302K
OIA
221
OneDigital Investment Advisors
Kansas
$301K
GWM
222
Geneos Wealth Management
Colorado
$299K
IAG
223
Investmark Advisory Group
Connecticut
$298K
TSS
224
Two Sigma Securities
New York
$297K
CPIG
225
Chicago Partners Investment Group
Illinois
$293K