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ISD

PGIM High Yield Bond Fund

62 hedge funds and large institutions have $110M invested in PGIM High Yield Bond Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0.96% less ownership

Funds ownership: 24.34%23.38% (-0.96%)

4% less capital invested

Capital invested by funds: $115M → $110M (-$5.14M)

9% less funds holding

Funds holding: 6862 (-6)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
62
Holders Change
-6
Holders Change %
-8.82%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
22
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
51
FSA Wealth Management
Massachusetts
$69.3K
PS
52
Principal Securities
Iowa
$46.9K +$1.99K +146 +5%
OIA
53
Optimum Investment Advisors
Illinois
$46.1K
Comerica Bank
54
Comerica Bank
Texas
$30K -$41 -3 -0.1%
AF
55
Advisornet Financial
Minnesota
$17.6K +$16.9K +1,242 New
HI
56
Harbour Investments
Wisconsin
$14.2K
GWM
57
Geneos Wealth Management
Colorado
$11.5K -$4.79K -352 -30%
SWM
58
Spire Wealth Management
Virginia
$8.5K
GWSG
59
GPS Wealth Strategies Group
Colorado
$7.44K
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$5.81K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$3K
WA
62
WPG Advisers
Maryland
$949 -$1.89K -139 -67%
HNB
63
Huntington National Bank
Ohio
$28
MAFA
64
MJT & Associates Financial Advisory
Minnesota
-$3.1M -217,505 Closed
AAM
65
Advisors Asset Management
Colorado
-$964K -67,631 Closed
TC
66
TownSquare Capital
Utah
-$387K -27,151 Closed
CIA
67
Concurrent Investment Advisors
Florida
-$323K -22,696 Closed
Pathstone Holdings
68
Pathstone Holdings
New Jersey
-$299K -22,032 Closed
Millennium Management
69
Millennium Management
New York
-$253K -17,724 Closed
STA
70
Summit Trail Advisors
New York
-$228K -16,000 Closed
IWC
71
Integrated Wealth Concepts
Massachusetts
-$217K -15,207 Closed
SXL
72
Summit X LLC
Missouri
-$194K -13,614 Closed
CWC
73
Carolinas Wealth Consulting
North Carolina
-$45.7K -3,207 Closed
CCM
74
Coldstream Capital Management
Washington
-$969 -68 Closed

ISD Hedge Fund Activity: Q2 2025 in Review

62 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q2 2025, worth a combined $110M — down 4.5% from $115M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ISD and 5 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 22 added.

The largest buyer was Wells Fargo, adding an estimated $812K. The largest seller was MJT & Associates Financial Advisory, exiting entirely with an estimated $3.1M sold.

  • 62 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q2 2025, down from 68 in Q1 2025.
  • Funds reported $110M of PGIM High Yield Bond Fund stock for Q2 2025, down 4.5% quarter-over-quarter.
  • 5 funds opened new PGIM High Yield Bond Fund positions in Q2 2025 and 11 closed out, a net change of -6 holders.
  • The largest PGIM High Yield Bond Fund buyer in Q2 2025 was Wells Fargo, an estimated $812K added.
  • The largest PGIM High Yield Bond Fund seller in Q2 2025 was MJT & Associates Financial Advisory, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2025.