PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

81 hedge funds and large institutions have $612M invested in PIMCO Dynamic Income Strategy Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
34
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IC
IEQ Capital
California
+$51.3M
2
SCM
Saba Capital Management
New York
+$18M
3
Wells Fargo
Wells Fargo
California
+$9.43M
4
COLIM
City of London Investment Management
United Kingdom
+$7.63M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.64M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$19.7M
2
Walleye Capital
Walleye Capital
New York
-$7.13M
3
RCM
Rivernorth Capital Management
Florida
-$5.83M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$4.22M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
26
First Foundation Advisors
California
$1.38M -$154K -6,278 -10%
LCM
27
Landscape Capital Management
New Jersey
$1.16M +$1.16M +47,368 New
CTB
28
Country Trust Bank
Illinois
$1.15M – – –
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.12M -$289K -11,765 -21%
FM
30
Family Management
New York
$1,000K -$109K -4,461 -10%
HighTower Advisors
31
HighTower Advisors
Illinois
$976K +$976K +39,754 New
Raymond James Financial
32
Raymond James Financial
Florida
$935K +$510K +20,784 +120%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$773K +$230K +9,380 +42%
AWM
34
Aprio Wealth Management
Georgia
$719K +$19.1K +779 +3%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$719K +$19.1K +779 +3%
TAM
36
Tocqueville Asset Management
New York
$675K – – –
WS
37
Wedbush Securities
California
$623K +$21.4K +870 +4%
HI
38
Harbour Investments
Wisconsin
$615K -$23.3K -950 -4%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$514K +$30.7K +1,249 +6%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$484K +$77.4K +3,157 +19%
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$482K -$114K -4,662 -19%
ICM
42
Islay Capital Management
Texas
$474K +$589 +24 +0.1%
EFS
43
Essex Financial Services
Connecticut
$436K – – –
VF
44
Virtu Financial
New York
$426K +$426K +17,361 New
Comerica Bank
45
Comerica Bank
Texas
$417K +$35.7K +1,455 +9%
CWM
46
Cornerstone Wealth Management
Missouri
$409K +$42.3K +1,725 +12%
LPL Financial
47
LPL Financial
California
$376K +$29.8K +1,215 +9%
Truist Financial
48
Truist Financial
North Carolina
$371K -$117K -4,765 -24%
PM
49
Phraction Management
Connecticut
$367K – – –
OIA
50
OneDigital Investment Advisors
Kansas
$356K +$356K +14,500 New
1
2
3 4