We are live on ! Find out more
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
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$113K – – –
NS
77
NBC Securities
Alabama
$96K +$96.4K +7,094 +118,233%
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$94.5K – – –
FFA
79
Farther Finance Advisors
California
$84.7K – – –
CA
80
CoreCap Advisors
Michigan
$71.7K – – –
GWSG
81
GPS Wealth Strategies Group
Colorado
$63.3K – – –
BFPW
82
BOK Financial Private Wealth
Colorado
$47K – – –
BCMLT
83
Beacon Capital Management LLC (Tennessee)
Tennessee
$39K – – –
AssetMark Inc
84
AssetMark Inc
California
$34.1K +$34K +2,500 New
HI
85
Harbour Investments
Wisconsin
$34.1K +$13.8K +1,017 +69%
HIA
86
Harbor Investment Advisory
Maryland
$28.3K – – –
WSFS
87
Wilmington Savings Fund Society
Delaware
$27.2K – – –
VWWMG
88
Vermillion & White Wealth Management Group
Pennsylvania
$25.3K +$612 +45 +2%
HCM
89
Hollencrest Capital Management
California
$25K – – –
CA
90
Clearstead Advisors
Ohio
$23.2K – – –
PP
91
PFS Partners
New Jersey
$20.5K – – –
TSMHT
92
Thurston Springer Miller Herd & Titak
Indiana
$17.7K – – –
FIA
93
FNY Investment Advisers
New York
$13K – – –
JP Morgan Chase
94
JP Morgan Chase
New York
$7.29K +$7.26K +534 New
SWM
95
Spire Wealth Management
Virginia
$6.83K +$6.8K +500 New
US Bancorp
96
US Bancorp
Minnesota
$6.55K – – –
MWA
97
Medallion Wealth Advisors
Connecticut
$5.46K – – –
KFI
98
Key Financial Inc
Pennsylvania
$4.26K – – –
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
– -$428K -31,907 Closed
MG
100
Marex Group
– -$318K -23,700 Closed
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.