PIMCO Dynamic Income Fund
330 hedge funds and large institutions have $1.07B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 159 increasing their positions, 80 reducing their positions, and 23 closing their positions.
99% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 80
61% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 23
3% more funds holding
Funds holding: 320 → 330 (+10)
5% less capital invested
Capital invested by funds: $1.12B → $1.07B (-$51.3M)
1.31% less ownership
Funds ownership: 16.25% → 14.94% (-1.3%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$12.6M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.49M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.27M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.08M |
| 5 |
CRC
Catawba River Capital
Lake Wylie,
South Carolina
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$26.8M |
| 2 |
Morgan Stanley
New York
|
-$9.86M |
| 3 |
IC
IEQ Capital
Foster City,
California
|
-$9.61M |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
-$6.6M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$3.77M |
PDI Hedge Fund Activity: Q2 2025 in Review
330 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q2 2025, worth a combined $1.07B — down 4.6% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new PDI positions and 23 closed out — a net gain of 14 holders — while 159 added to existing stakes and 80 trimmed.
The largest buyer was LPL Financial, adding an estimated $12.6M. The largest seller was Atria Wealth Solutions, cutting an estimated $26.8M.
- 330 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q2 2025, up from 320 in Q1 2025.
- Funds reported $1.07B of PIMCO Dynamic Income Fund stock for Q2 2025, down 4.6% quarter-over-quarter.
- 37 funds opened new PIMCO Dynamic Income Fund positions in Q2 2025 and 23 closed out, a net change of +14 holders.
- The largest PIMCO Dynamic Income Fund buyer in Q2 2025 was LPL Financial, an estimated $12.6M added.
- The largest PIMCO Dynamic Income Fund seller in Q2 2025 was Atria Wealth Solutions, an estimated $26.8M sold.
Based on aggregated 13F filings for Q2 2025.