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PIMCO Dynamic Income Fund
PDI

337 hedge funds and large institutions have $1.19B invested in PIMCO Dynamic Income Fund in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 159 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 84

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$108M)

2% more funds holding

Funds holding: 329 → 337 (+8)

1.71% more ownership

Funds ownership: 15.02% → 16.74% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
337
Holders Change
+8
Holders Change %
+2.43%
% of All Funds
4.42%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
159
Reduced
84
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GP
Gridiron Partners
Pennsylvania
+$65.5M
2
Morgan Stanley
Morgan Stanley
New York
+$15M
3
LPL Financial
LPL Financial
California
+$14.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.55M
5
NA
NewEdge Advisors
Louisiana
+$4.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$3.58M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.4M
3
BRWA
B. Riley Wealth Advisors
Florida
-$2.91M
4
DWM
Drive Wealth Management
Utah
-$2.17M
5
ACM
AlphaStar Capital Management
North Carolina
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
201
D.A. Davidson & Co
Montana
$370K -$82.8K -4,268 -19%
OIA
202
Optimum Investment Advisors
Illinois
$368K – – –
VA
203
VestGen Advisors
Illinois
$368K +$361K +18,600 New
NWM
204
Northwest Wealth Management
Iowa
$367K +$465 +24 +0.1%
BEI
205
Benjamin Edwards Inc
Missouri
$367K +$359K +18,526 New
MC
206
Mathes Company
New York
$366K – – –
TCM
207
Traynor Capital Management
Pennsylvania
$364K +$356K +18,360 New
MAM
208
MWA Asset Management
Massachusetts
$360K +$11.2K +575 +3%
AQR Capital Management
209
AQR Capital Management
Connecticut
$359K – – –
BHPW
210
Beverly Hills Private Wealth
California
$358K – – –
MCFP
211
Mallini Complete Financial Planning
Florida
$356K +$22.5K +1,159 +7%
SI
212
Stephens Inc
Arkansas
$343K +$2.62K +135 +0.8%
GL
213
GHE LLC
Tennessee
$341K – – –
GWP
214
Gateway Wealth Partners
Wisconsin
$339K +$9.15K +472 +3%
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$337K +$56.4K +2,910 +21%
BRWA
216
B. Riley Wealth Advisors
Florida
$321K -$2.91M -150,008 -90%
QPW
217
Quantum Private Wealth
Florida
$320K +$310 +16 +0.1%
MWM
218
Melfa Wealth Management
Massachusetts
$315K – – –
MWA
219
Merkkuri Wealth Advisors
New York
$314K – – –
DC
220
Davenport & Co
Virginia
$313K -$49.2K -2,536 -14%
UAG
221
United Advisor Group
Ohio
$313K -$10.1K -521 -3%
WA
222
Whipplewood Advisors
Colorado
$303K -$41.9K -2,160 -12%
KPWS
223
Kestra Private Wealth Services
Texas
$302K +$4.11K +212 +1%
SFC
224
Strategic Financial Concepts
Texas
$302K +$69.8K +3,600 +31%
OIA
225
OneDigital Investment Advisors
Kansas
$301K – – –
7 8
9
10 11

PDI Hedge Fund Activity: Q3 2025 in Review

337 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q3 2025, worth a combined $1.19B — up 10% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PDI positions and 25 closed out — a net gain of 12 holders — while 159 added to existing stakes and 84 trimmed.

The largest buyer was Gridiron Partners, opening a new position worth an estimated $65.5M. The largest seller was Cohen & Steers, cutting an estimated $3.58M.

  • 337 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q3 2025, up from 329 in Q2 2025.
  • Funds reported $1.19B of PIMCO Dynamic Income Fund stock for Q3 2025, up 10% quarter-over-quarter.
  • 37 funds opened new PIMCO Dynamic Income Fund positions in Q3 2025 and 25 closed out, a net change of +12 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q3 2025 was Gridiron Partners, an estimated $65.5M added.
  • The largest PIMCO Dynamic Income Fund seller in Q3 2025 was Cohen & Steers, an estimated $3.58M sold.

Based on aggregated 13F filings for Q3 2025.