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PCN

PIMCO Corporate & Income Strategy Fund

104 hedge funds and large institutions have $142M invested in PIMCO Corporate & Income Strategy Fund in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

71% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 24

9% more capital invested

Capital invested by funds: $130M → $142M (+$11.5M)

0.57% more ownership

Funds ownership: 16.01%16.58% (+0.57%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

2% less funds holding

Funds holding: 106104 (-2)

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
41
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$16.3M +$839K +65,108 +6%
MHFA
2
Mission Hills Financial Advisory
California
$15.8M +$1.67M +129,950 +12%
Morgan Stanley
3
Morgan Stanley
New York
$14.7M +$1.55M +120,641 +12%
GL
4
GHE LLC
Tennessee
$8.38M +$228K +17,708 +3%
PS
5
Principal Securities
Iowa
$7.48M -$768K -59,616 -10%
LPL Financial
6
LPL Financial
California
$6.94M +$201K +15,586 +3%
Invesco
7
Invesco
Georgia
$6.26M +$234K +18,153 +4%
NWMP
8
Noble Wealth Management PBC
Colorado
$4.87M +$4.69M +364,068 New
ECA
9
Elevated Capital Advisors
Utah
$4.83M -$17.2K -1,332 -0.4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.96M -$76.5K -5,932 -2%
CPRC
11
Consolidated Portfolio Review Corp
New York
$3.74M +$429K +33,289 +14%
Bank of America
12
Bank of America
North Carolina
$3.6M +$311K +24,116 +10%
IAS
13
Insigneo Advisory Services
Florida
$3.35M
Wells Fargo
14
Wells Fargo
California
$3.01M -$257K -19,935 -8%
SAM
15
Smith Asset Management
Florida
$2.57M +$121K +9,352 +5%
PFS
16
Prospera Financial Services
Texas
$2.4M +$41.5K +3,221 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.32M -$693K -53,734 -24%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.12M -$242K -18,793 -10%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.78M +$162K +12,543 +10%
VVP
20
Venture Visionary Partners
Ohio
$1.65M -$89.3K -6,928 -5%
AAA
21
AG Asset Advisory
California
$1.22M +$1.18M +91,361 New
KAS
22
Kestra Advisory Services
Texas
$1.21M +$279K +21,666 +31%
UBS Group
23
UBS Group
Switzerland
$1.2M +$18.1K +1,408 +2%
IAIM
24
International Assets Investment Management
Florida
$1.01M +$2.02K +157 +0.2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$958K -$51.8K -4,018 -5%

PCN Hedge Fund Activity: Q3 2025 in Review

104 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Strategy Fund (PCN) for Q3 2025, worth a combined $142M — up 8.8% from $130M a quarter earlier.

Fund positioning in PCN was balanced in Q3 2025: 14 funds opened new positions, 14 closed out, 41 added to existing stakes and 24 trimmed.

The largest buyer was Mission Hills Financial Advisory, adding an estimated $1.67M. The largest seller was Readystate Asset Management, exiting entirely with an estimated $3.24M sold.

  • 104 institutional investors held PIMCO Corporate & Income Strategy Fund (PCN) as of Q3 2025, down from 106 in Q2 2025.
  • Funds reported $142M of PIMCO Corporate & Income Strategy Fund stock for Q3 2025, up 8.8% quarter-over-quarter.
  • 14 funds opened new PIMCO Corporate & Income Strategy Fund positions in Q3 2025 and 14 closed out, a net change of 0 holders.
  • The largest PIMCO Corporate & Income Strategy Fund buyer in Q3 2025 was Mission Hills Financial Advisory, an estimated $1.67M added.
  • The largest PIMCO Corporate & Income Strategy Fund seller in Q3 2025 was Readystate Asset Management, an estimated $3.24M sold.

Based on aggregated 13F filings for Q3 2025.