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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
Morgan Stanley
1
Morgan Stanley
New York
$15.7M +$1.72M +133,549 +12%
MHFA
2
Mission Hills Financial Advisory
California
$15.7M +$650K +50,612 +4%
GC
3
Guggenheim Capital
Illinois
$15.6M +$25.1K +1,955 +0.2%
GL
4
GHE LLC
Tennessee
$7.99M
LPL Financial
5
LPL Financial
California
$7.31M +$695K +54,094 +10%
PS
6
Principal Securities
Iowa
$6.42M -$721K -56,126 -10%
Invesco
7
Invesco
Georgia
$6.07M +$101K +7,826 +2%
Wells Fargo
8
Wells Fargo
California
$4.87M +$2.01M +156,439 +70%
NWMP
9
Noble Wealth Management PBC
Colorado
$4.74M +$95K +7,391 +2%
ECA
10
Elevated Capital Advisors
Utah
$4.63M +$18.5K +1,443 +0.4%
RCM
11
Rivernorth Capital Management
Florida
$3.87M +$3.9M +303,649 New
Bank of America
12
Bank of America
North Carolina
$3.63M +$199K +15,494 +6%
IAS
13
Insigneo Advisory Services
Florida
$3.2M
SAM
14
Smith Asset Management
Florida
$2.91M +$459K +35,690 +19%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.82M -$962K -74,827 -25%
PFS
16
Prospera Financial Services
Texas
$2.35M +$65.5K +5,094 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.34M +$282K +21,975 +14%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.04M -$179K -13,957 -8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.72M +$23.7K +1,842 +1%
VVP
20
Venture Visionary Partners
Ohio
$1.57M
AWM
21
Axxcess Wealth Management
California
$1.49M +$1.5M +116,913 New
KAS
22
Kestra Advisory Services
Texas
$1.39M +$242K +18,837 +21%
VR
23
Vision Retirement
New Jersey
$1.24M +$1.25M +97,450 New
Jane Street
24
Jane Street
New York
$1.13M +$237K +18,477 +26%
Raymond James Financial
25
Raymond James Financial
Florida
$1.08M +$371K +28,888 +51%