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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

321 hedge funds and large institutions have $1.05B invested in PIMCO Dynamic Income Fund in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 154 increasing their positions, 78 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
4.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
37
Increased
154
Reduced
78
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$79.3M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$6.69M
3
UBS Group
UBS Group
Switzerland
$32.6M
4
Bank of America
Bank of America
North Carolina
$58.2M
5
CRC
Catawba River Capital
South Carolina
$2.84M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
$1.5M
2
Morgan Stanley
Morgan Stanley
New York
$238M
3
IC
IEQ Capital
California
$223K
4
WIA
World Investment Advisors
California
$1.84M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$748K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$238M -$10.1M -530,279 -4%
LPL Financial
2
LPL Financial
California
$79.3M +$12.8M +676,147 +19%
Bank of America
3
Bank of America
North Carolina
$58.2M +$3.14M +165,389 +6%
UBS Group
4
UBS Group
Switzerland
$32.6M +$5.37M +283,257 +20%
JWCA
5
J.W. Cole Advisors
Florida
$28.1M +$969K +51,088 +4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$27.6M -$2.37M -124,789 -8%
PI
7
PFG Investments
New York
$26.2M +$1.3M +68,322 +5%
Cohen & Steers
8
Cohen & Steers
New York
$24.4M +$1.03M +54,459 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$24.3M +$974K +51,319 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$23.5M +$848K +44,714 +4%
Raymond James Financial
11
Raymond James Financial
Florida
$22.4M -$109K -5,721 -0.5%
TWC
12
TD Waterhouse Canada
Ontario, Canada
$22.4M +$1.44M +75,843 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$19.6M -$2.12M -115,197 -10%
Wells Fargo
14
Wells Fargo
California
$18.7M -$1.13M -59,812 -6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$18.6M +$2.59M +136,625 +16%
PAG
16
Private Advisor Group
New Jersey
$15M +$1.61M +84,797 +12%
SCM
17
SOL Capital Management
Maryland
$14.4M -$299K -15,760 -2%
CA
18
Cornerstone Advisory
Maryland
$12.9M +$80.7K +4,253 +0.6%
GC
19
Guggenheim Capital
Illinois
$12M +$1.17M +61,939 +11%
MHFA
20
Mission Hills Financial Advisory
California
$10.1M +$1.57M +83,009 +18%
SF
21
Summit Financial
New Jersey
$8.36M +$568K +29,595 +7%
AllianceBernstein
22
AllianceBernstein
Tennessee
$8.29M -$93.1K -4,909 -1%
CWP
23
Cyndeo Wealth Partners
Florida
$8.17M +$1.11M +58,761 +16%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$7.57M +$689K +36,310 +10%
WWM
25
Wagner Wealth Management
South Carolina
$7.52M +$558K +29,424 +8%
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