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PDX

PIMCO Dynamic Income Strategy Fund
PDX

82 hedge funds and large institutions have $613M 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, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

5.36% more ownership

Funds ownership: 50.51% → 55.86% (+5.4%)

3% more funds holding

Funds holding: 80 → 82 (+2)

4% more capital invested

Capital invested by funds: $590M → $613M (+$22.9M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% 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
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IC
IEQ Capital
California
+$53.5M
2
SCM
Saba Capital Management
New York
+$18.7M
3
Wells Fargo
Wells Fargo
California
+$9.83M
4
COLIM
City of London Investment Management
United Kingdom
+$7.95M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.8M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$19.7M
2
Walleye Capital
Walleye Capital
New York
-$7.13M
3
RCM
Rivernorth Capital Management
Florida
-$6.08M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$4.46M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
26
First Foundation Advisors
California
$1.38M -$161K -6,278 -10%
LCM
27
Landscape Capital Management
New Jersey
$1.16M +$1.21M +47,368 New
CTB
28
Country Trust Bank
Illinois
$1.15M – – –
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.12M -$301K -11,765 -21%
FM
30
Family Management
New York
$1,000K -$114K -4,461 -10%
HighTower Advisors
31
HighTower Advisors
Illinois
$976K +$1.02M +39,754 New
Raymond James Financial
32
Raymond James Financial
Florida
$935K +$532K +20,784 +120%
SA
33
Sanctuary Advisors
Indiana
$830K -$549K -21,458 -39%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$773K +$240K +9,380 +42%
AWM
35
Aprio Wealth Management
Georgia
$719K +$19.9K +779 +3%
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$719K +$19.9K +779 +3%
TAM
37
Tocqueville Asset Management
New York
$675K – – –
WS
38
Wedbush Securities
California
$623K +$22.3K +870 +4%
HI
39
Harbour Investments
Wisconsin
$615K -$24.3K -950 -4%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$514K +$32K +1,249 +6%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$484K +$80.8K +3,157 +19%
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$482K -$119K -4,662 -19%
ICM
43
Islay Capital Management
Texas
$474K +$614 +24 +0.1%
EFS
44
Essex Financial Services
Connecticut
$436K – – –
VF
45
Virtu Financial
New York
$426K +$444K +17,361 New
Comerica Bank
46
Comerica Bank
Texas
$417K +$37.2K +1,455 +9%
CWM
47
Cornerstone Wealth Management
Missouri
$409K +$44.1K +1,725 +12%
LPL Financial
48
LPL Financial
California
$376K +$31.1K +1,215 +9%
Truist Financial
49
Truist Financial
North Carolina
$371K -$122K -4,765 -24%
PM
50
Phraction Management
Connecticut
$367K – – –
1
2
3 4

PDX Hedge Fund Activity: Q1 2025 in Review

82 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q1 2025, worth a combined $613M — up 3.9% from $590M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PDX positions and 12 closed out — a net gain of 2 holders — while 34 added to existing stakes and 18 trimmed.

The largest buyer was IEQ Capital, opening a new position worth an estimated $53.5M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $19.7M sold.

  • 82 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q1 2025, up from 80 in Q4 2024.
  • Funds reported $613M of PIMCO Dynamic Income Strategy Fund stock for Q1 2025, up 3.9% quarter-over-quarter.
  • 14 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q1 2025 and 12 closed out, a net change of +2 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q1 2025 was IEQ Capital, an estimated $53.5M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q1 2025 was Sit Investment Associates, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2025.