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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
HCM
101
Hollencrest Capital Management
California
$23.4K
PP
102
PFS Partners
New Jersey
$19.1K
HI
103
Harbour Investments
Wisconsin
$16.1K -$11.6K -903 -42%
CA
104
Clearstead Advisors
Ohio
$14.7K -$7K -545 -32%
FIA
105
FNY Investment Advisers
New York
$12K
SWP
106
Strategic Wealth Partners
Ohio
$10.2K
TF
107
Tompkins Financial
New York
$9.3K +$9.37K +729 New
HWP
108
Highline Wealth Partners
California
$6.38K
SWM
109
Spire Wealth Management
Virginia
$6.38K
MWA
110
Medallion Wealth Advisors
Connecticut
$5.1K
TCM
111
Triumph Capital Management
Colorado
$5.1K +$5.14K +400 New
SWM
112
SHP Wealth Management
Massachusetts
$4.37K +$4.41K +343 New
KFI
113
Key Financial Inc
Pennsylvania
$3.98K
ADL
114
Asset Dedication LLC
California
$3.83K +$3.86K +300 New
GWSG
115
GPS Wealth Strategies Group
Colorado
$1.79K -$57.2K -4,450 -97%
WOSD
116
WFA of San Diego
California
$1.72K
KFG
117
Kingdom Financial Group
Arizona
$9 +$13 +1 New
CPRC
118
Consolidated Portfolio Review Corp
New York
-$3.74M -279,717 Closed
HF
119
HRT Financial
New York
-$437K -32,683 Closed
OCM
120
Objective Capital Management
Ohio
-$256K -19,145 Closed
BAAM
121
Baker Avenue Asset Management
California
-$185K -13,792 Closed
EIP
122
Ellis Investment Partners
Pennsylvania
-$174K -13,021 Closed
SSWM
123
Sheets Smith Wealth Management
North Carolina
-$164K -12,250 Closed
SWP
124
Semus Wealth Partners
Florida
-$136K -10,188 Closed
AAS
125
Ameritas Advisory Services
Nebraska
-$42.3K -3,160 Closed