PIMCO DYNAMIC INCOME FUND (PDI) Institutional Ownership Changes & 13F Activity
PIMCO DYNAMIC INCOME FUND (PDI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Raymond James Financial Inc, Estate Planners Group, Llc, Newedge Advisors, Llc, and Mercer Global Advisors Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Verus Capital Partners, Llc | Buy | +177,964 | +255.2% | 247,706 | $4.39M | Q4 2025 | Jul 09, 2026 |
| Kerr Financial Planning Corp | Sell | -7,237 | -100.0% | 0 | $0.00 | Q4 2025 | Jul 01, 2026 |
| Flatrock Wealth Partners Llc | Buy | +16,185 | — | 16,185 | $280.49K | Q4 2025 | May 26, 2026 |
| Independent Financial Group, Llc | Sell | -102,726 | -12.3% | 729,714 | $12.92M | Q4 2025 | May 15, 2026 |
| Walsh & Associates, Llc | Buy | +569 | — | 569 | $10.08K | Q4 2025 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +530 | — | 530 | $9.39K | Q4 2025 | May 12, 2026 |
| Vision Retirement, Llc | Buy | +6,177 | — | 6,177 | $109.39K | Q4 2025 | May 07, 2026 |
| Arcus Capital Partners, Llc | Buy | +22,395 | — | 22,395 | $396.62K | Q4 2025 | May 06, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +797 | +17.2% | 5,438 | $96.30K | Q4 2025 | Apr 24, 2026 |
| Atlasmark Financial, Inc | Buy | +15,886 | — | 15,886 | $281.34K | Q4 2025 | Apr 22, 2026 |
| Estate Planners Group, Llc | Buy | +1,293,116 | — | 1,293,116 | $22.90M | Q4 2025 | Apr 07, 2026 |
| Alexander Labrunerie & Co., Inc. | Buy | +123,615 | — | 123,615 | $2.19M | Q4 2025 | Mar 26, 2026 |
| Gunpowder Capital Management, Llc Dba Oliver Wealth Management | Buy | +8,177 | — | 8,177 | $144.81K | Q4 2025 | Mar 05, 2026 |
| Shp Wealth Management | Buy | +3,619 | — | 3,619 | $64.10K | Q4 2025 | Mar 04, 2026 |
| Compass Financial Services Inc | Buy | +835 | — | 835 | $14.79K | Q4 2025 | Feb 27, 2026 |
| Virtu Financial Llc | Buy | +60,127 | — | 60,127 | $1.06M | Q4 2025 | Feb 23, 2026 |
| Anchor Capital Management Group Inc | Buy | +124,300 | — | 124,300 | $2.46M | Q4 2025 | Feb 20, 2026 |
| Sunbelt Securities, Inc. | Buy | +6,762 | — | 6,762 | $119.75K | Q4 2025 | Feb 20, 2026 |
| Smith Asset Management Co., Llc | Buy | +148,579 | — | 148,579 | $2.63M | Q4 2025 | Feb 19, 2026 |
| First Growth Capital Llc | Buy | +36,773 | — | 36,773 | $697.22K | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +31,703 | — | 31,703 | $561.46K | Q4 2025 | Feb 19, 2026 |
| Corient Private Wealth Llc | Buy | +19,231 | — | 19,231 | $340.77K | Q4 2025 | Feb 19, 2026 |
| Mcguire Capital Advisors Inc | Buy | +258 | — | 258 | $4.57K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +1,368,422 | — | 1,368,422 | $24.23M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +335,931 | — | 335,931 | $5.95M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +334,103 | — | 334,103 | $5.92M | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +23,473 | — | 23,473 | $415.71K | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +11,841 | — | 11,841 | $209.70K | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +10,368 | — | 10,368 | $183.62K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +2,935,564 | — | 2,935,564 | $51.99M | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about PDI activity
Which institutional owners are buying PDI?
Institutional owners buying PDI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PDI activity?
"Buy" means an investor increased their reported position in PDI compared to the prior reporting period. This reflects growing exposure to PIMCO DYNAMIC INCOME FUND (PDI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PDI increasing?
Institutional interest in PDI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related PDI Institutional Insights
- PDI Overview
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- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
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- Most Sold Financial Services Stocks By Institutional Investors
- PDI Insider Trading & SEC Form 4 Activity
- PDI Articles
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