PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

95 hedge funds and large institutions have $138M invested in PIMCO Corporate & Income Strategy Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-1
Holders Change %
-1.04%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
35
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$4.15M
2
MHFA
Mission Hills Financial Advisory
California
$13.1M
3
GC
Guggenheim Capital
Illinois
$15.3M
4
Morgan Stanley
Morgan Stanley
New York
$12.8M
5
LPL Financial
LPL Financial
California
$6.28M

Top Sellers

1
CWP
Cyndeo Wealth Partners
Florida
$916K
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$0
3
ECA
Elevated Capital Advisors
Utah
$4.95M
4
VF
Virtu Financial
New York
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$15.3M +$1.15M +84,384 +8%
MHFA
2
Mission Hills Financial Advisory
California
$13.1M +$1.22M +89,264 +10%
PS
3
Principal Securities
Iowa
$13M +$55K +4,101 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$12.8M +$806K +59,022 +7%
GL
5
GHE LLC
Tennessee
$7.69M +$47.8K +3,500 +0.6%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$7.65M +$446K +32,682 +6%
LPL Financial
7
LPL Financial
California
$6.28M +$614K +44,947 +11%
Invesco
8
Invesco
Georgia
$5.6M +$212K +15,523 +4%
ECA
9
Elevated Capital Advisors
Utah
$4.95M -$418K -30,607 -8%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.15M +$2.25M +164,788 +118%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.92M -$128K -9,391 -3%
IAS
12
Insigneo Advisory Services
Florida
$3.39M +$2.73K +200 +0.1%
Bank of America
13
Bank of America
North Carolina
$3.18M +$15K +1,097 +0.5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.01M +$86.5K +6,340 +3%
PFS
15
Prospera Financial Services
Texas
$2.25M +$371K +27,211 +20%
SAM
16
Smith Asset Management
Florida
$2.16M +$281K +20,580 +15%
VVP
17
Venture Visionary Partners
Ohio
$1.78M -$8.91K -653 -0.5%
CPRC
18
Consolidated Portfolio Review Corp
New York
$1.7M -$130K -9,540 -7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.65M +$189K +13,849 +13%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.36M +$191K +13,986 +16%
MGWM
21
Marks Group Wealth Management
Minnesota
$1.26M – – –
UBS Group
22
UBS Group
Switzerland
$1.15M -$61.1K -4,474 -5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.1M -$27.8K -2,034 -2%
IAIM
24
International Assets Investment Management
Florida
$1.07M -$19.6K -1,437 -2%
PAG
25
Private Advisor Group
New Jersey
$990K -$22.8K -1,673 -2%
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