PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

81 hedge funds and large institutions have $551M invested in PIMCO Dynamic Income Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
11
Increased
20
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$14M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$23.7M
3
Wells Fargo
3
Wells Fargo
California
$20.6M
4
RC
4
Rareview Capital
Nevada
$1.11M
5
Stifel Financial
5
Stifel Financial
Missouri
$13.6M

Top Sellers

1
IC
1
IEQ Capital
California
$0
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$26.4M
3
RCM
3
Rivernorth Capital Management
Florida
$39.1M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$0
5
CL
5
Choreo LLC
Illinois
$2.96M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$186M 7,527,897 -14,037 -0.2%
RCM
2
Rivernorth Capital Management
Florida
$39.1M 1,586,652 -146,139 -8%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$39.1M 1,585,816 -55,742 -3%
Cohen & Steers
4
Cohen & Steers
New York
$29.8M 1,207,776 -14,000 -1%
PAIM
5
Punch & Associates Investment Management
Minnesota
$26.4M 1,071,547 -184,233 -15%
UBS Group
6
UBS Group
Switzerland
$25.6M 1,039,964 -39,172 -4%
WJWM
7
Williams Jones Wealth Management
New York
$25.2M 1,024,181 -25,009 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$23.7M 963,334 +92,716 +11%
Wells Fargo
9
Wells Fargo
California
$20.6M 835,320 +60,084 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$20.4M 828,003 +8,633 +1%
Morgan Stanley
11
Morgan Stanley
New York
$17.7M 719,983 -27,180 -4%
Bank of America
12
Bank of America
North Carolina
$14M 568,291 +92,791 +20%
Stifel Financial
13
Stifel Financial
Missouri
$13.6M 552,040 +31,804 +6%
HCM
14
Hollencrest Capital Management
California
$11.5M 468,132 +2,487 +0.5%
AAM
15
Advisors Asset Management
Colorado
$9.41M 381,944 -59,365 -13%
COLIM
16
City of London Investment Management
United Kingdom
$7.51M 304,834 -6,044 -2%
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$4.78M 193,870 -9,295 -5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.44M 180,132 -6,450 -3%
CL
19
Choreo LLC
Illinois
$2.96M 119,893 -84,384 -41%
SMC
20
Smith, Moore & Co
Missouri
$1.94M 78,558 +840 +1%
First Trust Advisors
21
First Trust Advisors
Illinois
$1.66M 67,263 +3,269 +5%
Raymond James Financial
22
Raymond James Financial
Florida
$1.5M 60,711 +22,625 +59%
FFA
23
First Foundation Advisors
California
$1.39M 56,326 -92 -0.2%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.36M 52,142 -4,916 -9%
CTB
25
Country Trust Bank
Illinois
$1.15M 46,722 – –
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