PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

95 hedge funds and large institutions have $138M invested in PIMCO Corporate & Income Strategy Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-1
Holders Change %
-1.04%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
35
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$2.25M
2
MHFA
Mission Hills Financial Advisory
California
+$1.22M
3
GC
Guggenheim Capital
Illinois
+$1.15M
4
Morgan Stanley
Morgan Stanley
New York
+$806K
5
LPL Financial
LPL Financial
California
+$614K

Top Sellers

1
CWP
Cyndeo Wealth Partners
Florida
-$1.04M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$428K
3
ECA
Elevated Capital Advisors
Utah
-$418K
4
VF
Virtu Financial
New York
-$260K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$228K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
26
Aviance Capital Partners
Florida
$976K +$3.93K +288 +0.4%
CWP
27
Cyndeo Wealth Partners
Florida
$916K -$1.04M -76,171 -53%
NA
28
NewEdge Advisors
Louisiana
$838K -$35.5K -2,600 -4%
AWS
29
Atria Wealth Solutions
New York
$729K +$5.21K +379 +0.7%
KAS
30
Kestra Advisory Services
Texas
$728K +$14K +1,028 +2%
LWM
31
LongView Wealth Management
Georgia
$656K -$846 -62 -0.1%
SG
32
StoneX Group
New York
$603K -$15.1K -1,106 -2%
Raymond James Financial
33
Raymond James Financial
Florida
$566K +$110K +8,053 +24%
OC
34
Oppenheimer & Co
New York
$517K +$5.23K +383 +1%
KWM
35
Kingsview Wealth Management
Oregon
$506K +$506K +37,033 New
Wells Fargo
36
Wells Fargo
California
$487K -$118K -8,641 -20%
NL
37
NWAM LLC
Washington
$472K -$13.9K -1,018 -3%
NWMP
38
Noble Wealth Management PBC
Colorado
$428K +$56.5K +4,140 +15%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$416K +$13.2K +968 +3%
SA
40
Sovran Advisors
California
$397K -$1.44K -114 -0.4%
EFG
41
Elm3 Financial Group
Georgia
$378K -$9.56K -700 -2%
Truist Financial
42
Truist Financial
North Carolina
$377K – – –
SPC
43
Sigma Planning Corp
Michigan
$375K -$7.88K -577 -2%
AWM
44
Apollon Wealth Management
South Carolina
$372K – – –
PI
45
PFG Investments
New York
$330K +$942 +69 +0.3%
BPA
46
Beacon Pointe Advisors
California
$312K +$3.78K +277 +1%
AF
47
Allworth Financial
California
$312K +$2.15K +172 +0.7%
BAAM
48
Baker Avenue Asset Management
California
$303K +$7.78K +570 +3%
AAS
49
Avantax Advisory Services
Texas
$297K +$297K +21,744 New
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$280K +$4.1K +300 +1%
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