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PIMCO Dynamic Income Fund

334 hedge funds and large institutions have $1.16B invested in PIMCO Dynamic Income Fund in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 157 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
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
OIA
201
Optimum Investment Advisors
Illinois
$368K
VA
202
VestGen Advisors
Illinois
$368K
NWM
203
Northwest Wealth Management
Iowa
$367K
BEI
204
Benjamin Edwards Inc
Missouri
$367K
MC
205
Mathes Company
New York
$366K
TCM
206
Traynor Capital Management
Pennsylvania
$364K
MAM
207
MWA Asset Management
Massachusetts
$360K
AQR Capital Management
208
AQR Capital Management
Connecticut
$359K
BHPW
209
Beverly Hills Private Wealth
California
$358K
MCFP
210
Mallini Complete Financial Planning
Florida
$356K
SI
211
Stephens Inc
Arkansas
$343K
GL
212
GHE LLC
Tennessee
$341K
GWP
213
Gateway Wealth Partners
Wisconsin
$339K
PFGIA
214
Patriot Financial Group Insurance Agency
Massachusetts
$337K
BRWA
215
B. Riley Wealth Advisors
Florida
$321K
QPW
216
Quantum Private Wealth
Florida
$320K
MWM
217
Melfa Wealth Management
Massachusetts
$315K
MWA
218
Merkkuri Wealth Advisors
New York
$314K
DC
219
Davenport & Co
Virginia
$313K
UAG
220
United Advisor Group
Ohio
$313K
WA
221
Whipplewood Advisors
Colorado
$303K
KPWS
222
Kestra Private Wealth Services
Texas
$302K
SFC
223
Strategic Financial Concepts
Texas
$302K
OIA
224
OneDigital Investment Advisors
Kansas
$301K
GWM
225
Geneos Wealth Management
Colorado
$299K