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PIMCO Dynamic Income Fund

352 hedge funds and large institutions have $1.21B invested in PIMCO Dynamic Income Fund in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 124 increasing their positions, 117 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

4% more funds holding

Funds holding: 337352 (+15)

1.28% more ownership

Funds ownership: 16.74%18.02% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 117

2% more capital invested

Capital invested by funds: $1.19B → $1.21B (+$22M)

Holders
352
Holders Change
+15
Holders Change %
+4.45%
% of All Funds
4.28%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
59
Increased
124
Reduced
117
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$225M -$11.6M -632,297 -5%
LPL Financial
2
LPL Financial
California
$86.3M -$901K -49,114 -1%
Bank of America
3
Bank of America
North Carolina
$52M -$2.35M -128,054 -4%
RCM
4
Rivernorth Capital Management
Florida
$50M +$51.8M +2,821,448 New
Wells Fargo
5
Wells Fargo
California
$39.2M +$21.3M +1,161,637 +110%
JWCA
6
J.W. Cole Advisors
Florida
$28.6M +$1.05M +57,319 +4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$28.3M +$1.37M +74,836 +5%
UBS Group
8
UBS Group
Switzerland
$28.2M -$3.05M -166,147 -9%
PI
9
PFG Investments
New York
$25.7M +$675K +36,772 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$25.4M +$2.61M +142,451 +11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$24.6M -$445K -24,256 -2%
Raymond James Financial
12
Raymond James Financial
Florida
$24.2M +$501K +27,281 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$23.1M +$465K +25,327 +2%
EPG
14
Estate Planners Group
Pennsylvania
$22.9M +$23.7M +1,293,116 New
LSC
15
Logan Stone Capital
Illinois
$21.6M +$22.4M +1,220,602 New
TWC
16
TD Waterhouse Canada
Ontario, Canada
$21.5M -$979K -53,345 -4%
Cohen & Steers
17
Cohen & Steers
New York
$20.9M +$1.4M +76,387 +7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$19.5M +$164K +8,964 +0.8%
PAG
19
Private Advisor Group
New Jersey
$14.8M -$181K -9,874 -1%
SCM
20
SOL Capital Management
Maryland
$13.3M +$36.1K +1,969 +0.3%
IFG
21
Independent Financial Group
California
$12.9M -$1.88M -102,726 -12%
GC
22
Guggenheim Capital
Illinois
$12.4M -$382K -20,843 -3%
MHFA
23
Mission Hills Financial Advisory
California
$12.1M +$842K +45,864 +7%
CA
24
Cornerstone Advisory
Maryland
$10.9M -$246K -13,430 -2%
Jane Street
25
Jane Street
New York
$10.8M +$9.35M +509,810 +504%