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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

314 hedge funds and large institutions have $1.1B invested in PIMCO Dynamic Income Fund in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 149 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.27%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
40
Increased
149
Reduced
67
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$26.2M
2
Morgan Stanley
Morgan Stanley
New York
+$17.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12M
4
LPL Financial
LPL Financial
California
+$11.9M
5
IC
IEQ Capital
California
+$10.2M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$155M
2
CCM
Consolidated Capital Management
California
-$12.6M
3
AWS
Atria Wealth Solutions
New York
-$5.54M
4
WWM
Wagner Wealth Management
South Carolina
-$4.15M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$259M +$17.8M +900,143 +7%
LPL Financial
2
LPL Financial
California
$69.3M +$11.9M +601,535 +21%
Bank of America
3
Bank of America
North Carolina
$57.5M +$1.34M +67,535 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$31.3M +$12M +607,301 +62%
AWS
5
Atria Wealth Solutions
New York
$30.1M -$5.54M -279,625 -16%
UBS Group
6
UBS Group
Switzerland
$28.4M -$249K -12,591 -0.9%
JWCA
7
J.W. Cole Advisors
Florida
$28.3M +$26.2M +1,324,109 +1,270%
PI
8
PFG Investments
New York
$26M +$3.53M +178,093 +16%
Cohen & Steers
9
Cohen & Steers
New York
$24.4M -$1.61M -81,320 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$24.4M +$4.53M +228,580 +23%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$23.6M +$2.65M +134,005 +13%
Raymond James Financial
12
Raymond James Financial
Florida
$23.5M +$1.96M +99,134 +9%
Osaic Holdings
13
Osaic Holdings
Arizona
$23.4M +$2.65M +133,904 +13%
TWC
14
TD Waterhouse Canada
Ontario, Canada
$21.6M +$2.05M +104,287 +10%
Wells Fargo
15
Wells Fargo
California
$20.7M +$4.07M +205,425 +24%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$16.7M -$394K -19,911 -2%
SCM
17
SOL Capital Management
Maryland
$15.3M -$636K -32,108 -4%
PAG
18
Private Advisor Group
New Jersey
$14M +$1.58M +79,600 +13%
CA
19
Cornerstone Advisory
Maryland
$12.7M +$1.83M +97,345 +17%
GC
20
Guggenheim Capital
Illinois
$11.3M +$173K +8,734 +2%
IC
21
IEQ Capital
California
$10.5M +$10.2M +517,500 +4,766%
MHFA
22
Mission Hills Financial Advisory
California
$8.94M +$2.1M +105,819 +31%
AllianceBernstein
23
AllianceBernstein
Tennessee
$8.75M -$792K -40,000 -8%
SF
24
Summit Financial
New Jersey
$8.04M +$103K +5,219 +1%
CWP
25
Cyndeo Wealth Partners
Florida
$7.37M +$2.32M +117,423 +46%
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