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PIMCO Corporate & Income Strategy Fund

117 hedge funds and large institutions have $144M invested in PIMCO Corporate & Income Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

13% more funds holding

Funds holding: 104117 (+13)

1.12% more ownership

Funds ownership: 16.58%17.7% (+1.1%)

2% more capital invested

Capital invested by funds: $142M → $144M (+$2.63M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
117
Holders Change
+13
Holders Change %
+12.5%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
27
Increased
41
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$319K +$321K +24,979 New
Creative Planning
52
Creative Planning
Kansas
$318K +$47.1K +3,662 +17%
KWM
53
Kingsview Wealth Management
Oregon
$316K -$424K -32,990 -57%
NL
54
NWAM LLC
Washington
$308K -$17K -1,324 -5%
AAA
55
AG Asset Advisory
California
$304K -$868K -67,527 -74%
PAG
56
Private Advisor Group
New Jersey
$291K -$289K -22,459 -50%
EPG
57
Estate Planners Group
Pennsylvania
$269K +$271K +21,116 New
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$247K
Stifel Financial
59
Stifel Financial
Missouri
$245K +$2.66K +207 +1%
IFG
60
Independent Financial Group
California
$245K +$39.1K +3,041 +19%
Citigroup
61
Citigroup
New York
$244K +$1.66K +129 +0.7%
Millennium Management
62
Millennium Management
New York
$228K +$230K +17,878 New
AF
63
Allworth Financial
California
$207K -$107K -8,295 -34%
PWM
64
Prosperity Wealth Management
California
$196K -$19.4K -1,507 -9%
FHC
65
First Heartland Consultants
Missouri
$188K
RG
66
Rathbones Group
United Kingdom
$185K +$186K +14,500 New
Northern Trust
67
Northern Trust
Illinois
$185K -$28.7K -2,231 -13%
SFS
68
Symphony Financial Services
Ohio
$178K -$5.58K -434 -3%
VF
69
Virtu Financial
New York
$176K -$40.6K -3,159 -19%
RIA
70
Regal Investment Advisors
Michigan
$166K +$167K +13,027 New
DA
71
Detalus Advisors
Missouri
$166K
BTI
72
Blue Trust Inc
Georgia
$163K +$164K +12,744 New
TSS
73
Two Sigma Securities
New York
$160K +$15.8K +1,226 +11%
IWM
74
IHT Wealth Management
Illinois
$159K +$2.21K +172 +1%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$157K +$158K +12,265 New