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PIMCO Dynamic Income Fund

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: 329337 (+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: 44 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$264M +$15M +771,168 +6%
LPL Financial
2
LPL Financial
California
$97.5M +$14.4M +744,608 +18%
Bank of America
3
Bank of America
North Carolina
$60.7M -$96.5K -4,976 -0.2%
UBS Group
4
UBS Group
Switzerland
$34.8M +$754K +38,875 +2%
JWCA
5
J.W. Cole Advisors
Florida
$31.1M +$1.74M +89,505 +6%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$30.1M +$5.55M +286,385 +23%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$28M +$2.59M +133,550 +10%
PI
8
PFG Investments
New York
$28M +$632K +32,583 +2%
Raymond James Financial
9
Raymond James Financial
Florida
$26.6M +$3.1M +160,055 +14%
Osaic Holdings
10
Osaic Holdings
Arizona
$25.5M +$3.53K +182 +0%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$25.3M -$3.4M -175,247 -12%
TWC
12
TD Waterhouse Canada
Ontario, Canada
$25.3M +$1.83M +94,193 +8%
Cohen & Steers
13
Cohen & Steers
New York
$21.8M -$3.58M -184,678 -14%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$21.6M +$2.13M +109,674 +11%
Wells Fargo
15
Wells Fargo
California
$20.8M +$1.25M +64,576 +7%
PAG
16
Private Advisor Group
New Jersey
$16.7M +$1.01M +51,934 +7%
IFG
17
Independent Financial Group
California
$16.5M +$561K +28,935 +4%
SCM
18
SOL Capital Management
Maryland
$14.9M -$147K -7,575 -1%
GC
19
Guggenheim Capital
Illinois
$14.2M +$1.65M +85,193 +13%
LI
20
LifeWealth Investments
Florida
$12.8M +$76.3K +3,936 +0.6%
MHFA
21
Mission Hills Financial Advisory
California
$12.6M +$1.98M +102,177 +19%
CA
22
Cornerstone Advisory
Maryland
$12.5M -$981K -50,583 -7%
SF
23
Summit Financial
New Jersey
$8.51M -$112K -5,756 -1%
CWP
24
Cyndeo Wealth Partners
Florida
$8.43M -$100K -5,160 -1%
AllianceBernstein
25
AllianceBernstein
Tennessee
$8.24M -$404K -20,855 -5%