Who Owns PIMCO Dynamic Income Fund (PDI)?Hedge Fund & Institutional Holders

$17.47-0.12 (-0.68%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.97549422400086e+217T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$17.02$17.98$18.94$19.89$20.85Sep 24Jun 25Mar 26

PDI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ABSOLUTE INVESTMENT ADVISERS, LLCNew Position+219K+$4.0B
RIVERNORTH CAPITAL MANAGEMENT, LLCNew Position+2.8M+$50.0M
J.W. COLE ADVISORS, INC.New Position+1.6M+$28.6M
PFG Investments, LLCNew Position+1.5M+$25.7M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.3M+$23.0M
Logan Stone Capital, LLCNew Position+1.2M+$21.6M
TD Waterhouse Canada Inc.New Position+1.2M+$21.5M
SOL Capital Management CONew Position+754K+$13.3M
Noble Wealth Management PBCNew Position+720K+$13.1M
Mission Hills Financial Advisory, LLCNew Position+682K+$12.1M
Bensler, LLCNew Position+502K+$8.9M
Janney Montgomery Scott LLCNew Position+413K+$7.0M
Marex Group plcNew Position+398K+$7.0M
Wagner Wealth Management, LLCNew Position+367K+$6.5M
ENVESTNET ASSET MANAGEMENT INCNew Position+382K+$6.0M

PDI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-632K-$263.8B
LPL Financial LLCDecreased-49K-$97.4B
BANK OF AMERICA CORP /DE/Decreased-128K-$60.6B
UBS Group AGDecreased-166K-$34.8B
ROYAL BANK OF CANADADecreased-24K-$28.0B
Private Advisor Group, LLCDecreased-10K-$16.7B
GUGGENHEIM CAPITAL LLCDecreased-21K-$14.2B
Cornerstone Advisory, LLCDecreased-13K-$12.5B
ALLIANCEBERNSTEIN L.P.Decreased-11K-$8.2B
Wealthcare Advisory Partners LLCDecreased-4K-$8.2B
MERCER GLOBAL ADVISORS INC /ADVDecreased-67K-$7.9B
NewEdge Advisors, LLCDecreased-48K-$7.6B
Beta Wealth Group, Inc.Decreased-97K-$6.5B
HighTower Advisors, LLCDecreased-39K-$6.4B
Baird Financial Group, Inc.Decreased-8K-$3.9B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ABSOLUTE INVESTMENT ADVISERS, LLC218,531$4.0B0.45%Share
2MORGAN STANLEY12,693,643$224.0M0.01%Share
3LPL Financial LLC4,874,023$86.0M0.02%Share
4RIVERNORTH CAPITAL MANAGEMENT, LLC2,821,448$50.0M2.36%Share
5BANK OF AMERICA CORP /DE/2,780,931$49.0M0.00%Share
6J.W. COLE ADVISORS, INC.1,626,283$28.6M0.69%Share
7UBS Group AG1,590,678$28.2M0.00%Share
8WELLS FARGO & COMPANY/MN1,588,981$28.0M0.01%Share
9Cetera Investment Advisers1,597,409$28.0M0.03%Share
10PFG Investments, LLC1,451,877$25.7M1.21%Share
11OSAIC HOLDINGS, INC.1,369,600$24.0M0.04%Share
12COMMONWEALTH EQUITY SERVICES, LLC1,305,185$23.0M0.03%Share
13Logan Stone Capital, LLC1,220,602$21.6M5.33%Share
14TD Waterhouse Canada Inc.1,216,266$21.5M0.13%Share
15COHEN & STEERS, INC.1,178,421$20.9M0.04%Share
16Cambridge Investment Research Advisors, Inc.1,100,729$19.0M0.05%Share
17ROYAL BANK OF CANADA1,018,093$18.0M0.00%Share
18RAYMOND JAMES FINANCIAL INC927,439$16.0M0.00%Share
19Private Advisor Group, LLC833,788$14.0M0.07%Share
20SOL Capital Management CO753,715$13.3M1.20%Share
21Mission Hills Financial Advisory, LLC682,476$12.1M6.38%Share
22GUGGENHEIM CAPITAL LLC697,613$12.0M0.09%Share
23WELLS FARGO & COMPANY/MN623,683$11.0M0.00%Share
24Cornerstone Advisory, LLC616,196$10.9M1.04%Share
25Noble Wealth Management PBC533,327$9.4M4.75%Share
26JANE STREET GROUP, LLC562,857$9.0M0.00%Share
27Bensler, LLC502,103$8.9M0.89%Share
28Cyndeo Wealth Partners, LLC471,922$8.4M0.45%Share
29Wealthcare Advisory Partners LLC412,001$7.3M0.14%Share
30Janney Montgomery Scott LLC412,869$7.0M0.02%Share
31Summit Financial, LLC431,615$7.0M0.10%Share
32ALLIANCEBERNSTEIN L.P.405,656$7.0M0.00%Share
33Marex Group plc398,209$7.0M0.04%Share
34Wagner Wealth Management, LLC366,732$6.5M1.38%Share
35Kestra Advisory Services, LLC350,190$6.0M0.02%Share
36ENVESTNET ASSET MANAGEMENT INC382,436$6.0M0.00%Share
37RAYMOND JAMES FINANCIAL INC366,416$6.0M0.00%Share
38LifeWealth Investments, LLC335,156$5.9M1.88%Share
39ALLIUM FINANCIAL ADVISORS, LLC288,079$5.1M4.04%Share
40NewEdge Advisors, LLC335,931$5.0M0.02%Share
41ROYAL BANK OF CANADA334,472$5.0M0.00%Share
42MERCER GLOBAL ADVISORS INC /ADV334,103$5.0M0.01%Share
43HighTower Advisors, LLC283,893$5.0M0.01%Share
44Orion Porfolio Solutions, LLC287,788$5.0M0.04%Share
45Beta Wealth Group, Inc.229,362$4.1M1.63%Share
46SUSQUEHANNA INTERNATIONAL GROUP, LLP251,644$4.0M0.00%Share
47PRINCIPAL SECURITIES, INC.254,451$4.0M0.06%Share
48XTX Topco Ltd281,006$4.0M0.11%Share
49VERUS CAPITAL PARTNERS, LLC247,706$4.0M0.25%Share
50U.S. Capital Wealth Advisors, LLC223,136$4.0M0.10%Share

PDI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025341$5.1B+139
Q3 2025202$861.0B-120
Q2 2025322$726.0B-9
Q1 2025331$1.0T+53
Q4 2024278$92.7T+66
Q3 2024212$550.5T+13
Q2 2024199$506.8T+3
Q1 2024196$514.5T—

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As of Q4 2025, 50 institutional investors hold PDI (PIMCO Dynamic Income Fund). The largest holder is ABSOLUTE INVESTMENT ADVISERS, LLC with $4.0B in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own PDI?

As of Q4 2025, 50 institutional investors report holding PDI (PIMCO Dynamic Income Fund) in their 13F filings.

Who is the largest institutional holder of PDI?

The largest institutional holder of PDI is ABSOLUTE INVESTMENT ADVISERS, LLC with $4.0B in shares.

Is institutional ownership of PDI increasing or decreasing?

This quarter, 15 institutions opened new positions in PDI and 0 closed their positions.