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PCN

PIMCO Corporate & Income Strategy Fund
PCN

98 hedge funds and large institutions have $139M invested in PIMCO Corporate & Income Strategy Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 22

6% more capital invested

Capital invested by funds: $130M → $139M (+$8.3M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1% less funds holding

Funds holding: 99 → 98 (-1)

4.44% less ownership

Funds ownership: 20.36% → 15.92% (-4.4%)

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
36
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$2.24M
2
MHFA
Mission Hills Financial Advisory
California
+$1.21M
3
GC
Guggenheim Capital
Illinois
+$1.15M
4
Morgan Stanley
Morgan Stanley
New York
+$802K
5
LPL Financial
LPL Financial
California
+$611K

Top Sellers

Rank Fund Capital Flow
1
CWP
Cyndeo Wealth Partners
Florida
-$1.04M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$428K
3
ECA
Elevated Capital Advisors
Utah
-$416K
4
MG
Marex Group
-$318K
5
VF
Virtu Financial
New York
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$280K +$4.08K +300 +1%
Stifel Financial
52
Stifel Financial
Missouri
$272K -$1.7K -125 -0.6%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$264K – – –
DA
54
Detalus Advisors
Missouri
$254K – – –
PGFC
55
Peapack-Gladstone Financial Corp
New Jersey
$235K – – –
IFG
56
Independent Financial Group
California
$220K -$13.1K -965 -6%
IWM
57
IHT Wealth Management
Illinois
$215K +$11.2K +826 +6%
FHC
58
First Heartland Consultants
Missouri
$201K +$201K +14,755 New
BlackRock
59
BlackRock
New York
$193K +$193K +14,169 New
SFS
60
Symphony Financial Services
Ohio
$193K +$193K +14,167 New
ACI
61
Alpha Cubed Investments
California
$190K +$43.7K +3,212 +30%
SWP
62
Semus Wealth Partners
Florida
$185K -$23.4K -1,722 -11%
JWCA
63
J.W. Cole Advisors
Florida
$175K +$175K +12,857 New
Creative Planning
64
Creative Planning
Kansas
$172K -$3.29K -242 -2%
MML Investors Services
65
MML Investors Services
Massachusetts
$169K +$12.8K +944 +8%
PWM
66
Prosperity Wealth Management
California
$168K +$167K +12,288 New
SSWM
67
Sheets Smith Wealth Management
North Carolina
$167K +$4.08K +300 +3%
SVWAG
68
Sound View Wealth Advisors Group
Georgia
$165K – – –
HCMT
69
Highland Capital Management (Tennessee)
Tennessee
$159K +$158K +11,640 New
Walleye Capital
70
Walleye Capital
New York
$156K -$80.5K -5,920 -34%
CWM
71
Collaborative Wealth Management
Florida
$145K – – –
EIP
72
Ellis Investment Partners
Pennsylvania
$144K +$144K +10,574 New
TW
73
Transform Wealth
Colorado
$139K – – –
KFGK
74
Keystone Financial Group (Kentucky)
Kentucky
$137K – – –
Comerica Bank
75
Comerica Bank
Texas
$121K – – –
1 2
3
4 5

PCN Hedge Fund Activity: Q1 2025 in Review

98 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Strategy Fund (PCN) for Q1 2025, worth a combined $139M — up 6.4% from $130M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PCN and 12 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 36 added.

The largest buyer was Osaic Holdings, adding an estimated $2.24M. The largest seller was Cyndeo Wealth Partners, cutting an estimated $1.04M.

  • 98 institutional investors held PIMCO Corporate & Income Strategy Fund (PCN) as of Q1 2025, down from 99 in Q4 2024.
  • Funds reported $139M of PIMCO Corporate & Income Strategy Fund stock for Q1 2025, up 6.4% quarter-over-quarter.
  • 12 funds opened new PIMCO Corporate & Income Strategy Fund positions in Q1 2025 and 13 closed out, a net change of -1 holder.
  • The largest PIMCO Corporate & Income Strategy Fund buyer in Q1 2025 was Osaic Holdings, an estimated $2.24M added.
  • The largest PIMCO Corporate & Income Strategy Fund seller in Q1 2025 was Cyndeo Wealth Partners, an estimated $1.04M sold.

Based on aggregated 13F filings for Q1 2025.