Who Owns PDI?

PIMCO Dynamic Income Fund — Institutional Ownership & 13F Holdings

$17.46

-0.01 (-0.03%)

Market Cap

$7.7B

Shares Outstanding

437,215,000

Institutional Holders

330

Total Inst. Value

$1.0B

% of Float Held

QoQ Holder Change

+137

Institutional data as of Q1 2025

New Positions

90

Closed Positions

37

Increased

129

Decreased

62

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1MORGAN STANLEY$260.6M13,243,698
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$65.0M224,108
3BANK OF AMERICA CORP /DE/$57.9M2,945,961
4UBS Group AG$29.6M1,569,213
5J.W. COLE ADVISORS, INC.$28.3M1,428,371
6PFG Investments, LLC$26.0M1,314,200
7ROYAL BANK OF CANADA$25.4M1,347,409
8COHEN & STEERS, INC.$24.4M1,232,253
9RAYMOND JAMES FINANCIAL INC$23.7M1,211,174
10Cetera Investment Advisers$23.7M1,203,739

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Frequently Asked Questions

How many institutional investors hold PDI?

As of Q1 2025, 330 institutional investors report holding PDI (PIMCO Dynamic Income Fund) in their 13F filings.

Which hedge fund owns the most PDI?

The largest institutional holder of PDI is MORGAN STANLEY with $260.6M in shares.

Are institutions buying or selling PDI?

This quarter, 90 institutions opened new positions in PDI and 37 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.