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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Verus Capital Partners, LlcBuy+177,964+255.2%247,706$4.39MQ4 2025Jul 09, 2026
Kerr Financial Planning CorpSell-7,237-100.0%0$0.00Q4 2025Jul 01, 2026
Flatrock Wealth Partners LlcBuy+16,185—16,185$280.49KQ4 2025May 26, 2026
Independent Financial Group, LlcSell-102,726-12.3%729,714$12.92MQ4 2025May 15, 2026
Walsh & Associates, LlcBuy+569—569$10.08KQ4 2025May 14, 2026
Strategic Wealth Partners, Ltd.Buy+530—530$9.39KQ4 2025May 12, 2026
Vision Retirement, LlcBuy+6,177—6,177$109.39KQ4 2025May 07, 2026
Arcus Capital Partners, LlcBuy+22,395—22,395$396.62KQ4 2025May 06, 2026
Medallion Wealth Advisors, LlcBuy+797+17.2%5,438$96.30KQ4 2025Apr 24, 2026
Atlasmark Financial, IncBuy+15,886—15,886$281.34KQ4 2025Apr 22, 2026
Estate Planners Group, LlcBuy+1,293,116—1,293,116$22.90MQ4 2025Apr 07, 2026
Alexander Labrunerie & Co., Inc.Buy+123,615—123,615$2.19MQ4 2025Mar 26, 2026
Gunpowder Capital Management, Llc Dba Oliver Wealth ManagementBuy+8,177—8,177$144.81KQ4 2025Mar 05, 2026
Shp Wealth ManagementBuy+3,619—3,619$64.10KQ4 2025Mar 04, 2026
Compass Financial Services IncBuy+835—835$14.79KQ4 2025Feb 27, 2026
Virtu Financial LlcBuy+60,127—60,127$1.06MQ4 2025Feb 23, 2026
Anchor Capital Management Group IncBuy+124,300—124,300$2.46MQ4 2025Feb 20, 2026
Sunbelt Securities, Inc.Buy+6,762—6,762$119.75KQ4 2025Feb 20, 2026
Smith Asset Management Co., LlcBuy+148,579—148,579$2.63MQ4 2025Feb 19, 2026
First Growth Capital LlcBuy+36,773—36,773$697.22KQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+31,703—31,703$561.46KQ4 2025Feb 19, 2026
Corient Private Wealth LlcBuy+19,231—19,231$340.77KQ4 2025Feb 19, 2026
Mcguire Capital Advisors IncBuy+258—258$4.57KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+1,368,422—1,368,422$24.23MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+335,931—335,931$5.95MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+334,103—334,103$5.92MQ4 2025Feb 18, 2026
Ameriflex Group, Inc.Buy+23,473—23,473$415.71KQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+11,841—11,841$209.70KQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+10,368—10,368$183.62KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+2,935,564—2,935,564$51.99MQ4 2025Feb 17, 2026
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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.