PCN

PIMCO Corporate & Income Strategy Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$272K -$1.71K -125 -0.6%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$264K
DA
53
Detalus Advisors
Missouri
$254K
PGFC
54
Peapack-Gladstone Financial Corp
New Jersey
$235K
IWM
55
IHT Wealth Management
Illinois
$215K +$11.3K +826 +6%
FHC
56
First Heartland Consultants
Missouri
$201K +$201K +14,755 New
BlackRock
57
BlackRock
New York
$193K +$193K +14,169 New
SFS
58
Symphony Financial Services
Ohio
$193K +$193K +14,167 New
ACI
59
Alpha Cubed Investments
California
$190K +$43.8K +3,212 +30%
SWP
60
Semus Wealth Partners
Florida
$185K -$23.5K -1,722 -11%
JWCA
61
J.W. Cole Advisors
Florida
$175K +$175K +12,857 New
Creative Planning
62
Creative Planning
Kansas
$172K -$3.3K -242 -2%
MML Investors Services
63
MML Investors Services
Massachusetts
$169K +$12.9K +944 +8%
PWM
64
Prosperity Wealth Management
California
$168K +$168K +12,288 New
SSWM
65
Sheets Smith Wealth Management
North Carolina
$167K +$4.1K +300 +3%
SVWAG
66
Sound View Wealth Advisors Group
Georgia
$165K
HCMT
67
Highland Capital Management (Tennessee)
Tennessee
$159K +$159K +11,640 New
Walleye Capital
68
Walleye Capital
New York
$156K -$80.8K -5,920 -34%
CWM
69
Collaborative Wealth Management
Florida
$145K
EIP
70
Ellis Investment Partners
Pennsylvania
$144K +$144K +10,574 New
TW
71
Transform Wealth
Colorado
$139K
KFGK
72
Keystone Financial Group (Kentucky)
Kentucky
$137K
Comerica Bank
73
Comerica Bank
Texas
$121K
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$113K
NS
75
NBC Securities
Alabama
$96K +$95.9K +7,094 +118,233%