PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

100 hedge funds and large institutions have $119M invested in PIMCO Corporate & Income Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
100
Holders Change
+5
Holders Change %
+5.26%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
29
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RAM
1
Readystate Asset Management
Illinois
$3.24M
2
Wells Fargo
2
Wells Fargo
California
$3.11M
3
CPRC
3
Consolidated Portfolio Review Corp
New York
$3.13M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$1.46M
5
MHFA
5
Mission Hills Financial Advisory
California
$13.3M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$172K
2
PS
2
Principal Securities
Iowa
$7.85M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.8M
4
MGWM
4
Marks Group Wealth Management
Minnesota
$0
5
AWS
5
Atria Wealth Solutions
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$246K 19,372 – –
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$244K 19,220 -1,277 -6%
Citigroup
53
Citigroup
New York
$241K 19,014 +19,014 New
Stifel Financial
54
Stifel Financial
Missouri
$239K 18,817 -1,105 -6%
DA
55
Detalus Advisors
Missouri
$236K 18,578 – –
OCM
56
Objective Capital Management
Ohio
$203K 16,000 +16,000 New
PWM
57
Prosperity Wealth Management
California
$193K 15,173 +2,885 +23%
FHC
58
First Heartland Consultants
Missouri
$187K 14,755 – –
SFS
59
Symphony Financial Services
Ohio
$182K 14,351 +184 +1%
MML Investors Services
60
MML Investors Services
Massachusetts
$180K 14,188 +1,795 +14%
BlackRock
61
BlackRock
New York
$180K 14,169 – –
BAAM
62
Baker Avenue Asset Management
California
$175K 13,793 -8,417 -38%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$172K 13,566 -546,714 -98%
IWM
64
IHT Wealth Management
Illinois
$169K 13,293 -2,483 -16%
SWP
65
Semus Wealth Partners
Florida
$167K 13,176 -372 -3%
Creative Planning
66
Creative Planning
Kansas
$167K 13,174 +609 +5%
JWCA
67
J.W. Cole Advisors
Florida
$163K 12,857 – –
SPIA
68
Steward Partners Investment Advisory
New York
$156K 12,281 +12,281 New
SSWM
69
Sheets Smith Wealth Management
North Carolina
$155K 12,250 – –
SVWAG
70
Sound View Wealth Advisors Group
Georgia
$154K 12,123 – –
SC
71
Savoie Capital
Illinois
$152K 12,000 +12,000 New
HCMT
72
Highland Capital Management (Tennessee)
Tennessee
$148K 11,640 – –
EIP
73
Ellis Investment Partners
Pennsylvania
$142K 11,156 +582 +6%
Kovitz Investment Group Partners
74
Kovitz Investment Group Partners
Illinois
$129K 10,095 +10,095 New
CWM
75
Collaborative Wealth Management
Florida
$128K 10,071 -547 -5%
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3
4 5