PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

102 hedge funds and large institutions have $127M invested in PIMCO Corporate & Income Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
30
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$172K
2
PS
Principal Securities
Iowa
$7.85M
3
Osaic Holdings
Osaic Holdings
Arizona
$1.8M
4
MGWM
Marks Group Wealth Management
Minnesota
$0
5
AWS
Atria Wealth Solutions
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
51
Beacon Pointe Advisors
California
$251K -$39.5K -3,116 -14%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$246K – – –
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$244K -$16.2K -1,277 -6%
Citigroup
54
Citigroup
New York
$241K +$241K +19,014 New
Stifel Financial
55
Stifel Financial
Missouri
$239K -$14K -1,105 -6%
DA
56
Detalus Advisors
Missouri
$236K – – –
OCM
57
Objective Capital Management
Ohio
$203K +$203K +16,000 New
PWM
58
Prosperity Wealth Management
California
$193K +$36.6K +2,885 +23%
FHC
59
First Heartland Consultants
Missouri
$187K – – –
SFS
60
Symphony Financial Services
Ohio
$182K +$2.34K +184 +1%
MML Investors Services
61
MML Investors Services
Massachusetts
$180K +$22.8K +1,795 +14%
BlackRock
62
BlackRock
New York
$180K – – –
BAAM
63
Baker Avenue Asset Management
California
$175K -$107K -8,417 -38%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$172K -$6.94M -546,714 -98%
IWM
65
IHT Wealth Management
Illinois
$169K -$31.5K -2,483 -16%
SWP
66
Semus Wealth Partners
Florida
$167K -$4.72K -372 -3%
Creative Planning
67
Creative Planning
Kansas
$167K +$7.73K +609 +5%
JWCA
68
J.W. Cole Advisors
Florida
$163K – – –
SPIA
69
Steward Partners Investment Advisory
New York
$156K +$156K +12,281 New
SSWM
70
Sheets Smith Wealth Management
North Carolina
$155K – – –
SVWAG
71
Sound View Wealth Advisors Group
Georgia
$154K – – –
SC
72
Savoie Capital
Illinois
$152K +$152K +12,000 New
HCMT
73
Highland Capital Management (Tennessee)
Tennessee
$148K – – –
EIP
74
Ellis Investment Partners
Pennsylvania
$142K +$7.39K +582 +6%
Kovitz Investment Group Partners
75
Kovitz Investment Group Partners
Illinois
$129K +$129K +10,095 New
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