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PDX

PIMCO Dynamic Income Strategy Fund

83 hedge funds and large institutions have $552M invested in PIMCO Dynamic Income Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 8283 (+1)

5.79% less ownership

Funds ownership: 55.86%50.07% (-5.8%)

10% less capital invested

Capital invested by funds: $613M → $552M (-$61M)

21% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 28

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% 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
12
Increased
22
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RC
26
Rareview Capital
Nevada
$1.11M +$1.03M +45,130 New
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.08M -$33K -1,449 -3%
HighTower Advisors
28
HighTower Advisors
Illinois
$951K -$27K -1,186 -3%
SA
29
Sanctuary Advisors
Indiana
$834K +$637 +28 +0.1%
FM
30
Family Management
New York
$833K -$158K -6,949 -17%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$827K +$46.6K +2,047 +6%
AWM
32
Aprio Wealth Management
Georgia
$707K -$13.8K -605 -2%
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$707K -$13.8K -605 -2%
TAM
34
Tocqueville Asset Management
New York
$678K
WS
35
Wedbush Securities
California
$630K +$4.64K +204 +0.8%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$621K +$93.4K +4,107 +20%
HI
37
Harbour Investments
Wisconsin
$606K -$10.9K -478 -2%
Invesco
38
Invesco
Georgia
$594K +$548K +24,079 New
1CP
39
1607 Capital Partners
Virginia
$530K +$489K +21,512 New
LPL Financial
40
LPL Financial
California
$501K +$114K +5,030 +33%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$486K
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$484K
ICM
43
Islay Capital Management
Texas
$465K -$11.1K -486 -3%
EFS
44
Essex Financial Services
Connecticut
$438K
Truist Financial
45
Truist Financial
North Carolina
$416K +$40.4K +1,774 +12%
Comerica Bank
46
Comerica Bank
Texas
$411K -$7.3K -321 -2%
OC
47
Oppenheimer & Co
New York
$409K +$107K +4,711 +40%
CWM
48
Cornerstone Wealth Management
Missouri
$402K -$8.3K -365 -2%
LCM
49
Landscape Capital Management
New Jersey
$399K -$709K -31,170 -66%
PM
50
Phraction Management
Connecticut
$369K

PDX Hedge Fund Activity: Q2 2025 in Review

83 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q2 2025, worth a combined $552M — down 9.9% from $613M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PDX positions and 10 closed out — a net gain of 2 holders — while 22 added to existing stakes and 28 trimmed.

The largest buyer was Bank of America, adding an estimated $2.11M. The largest seller was IEQ Capital, exiting entirely with an estimated $51.3M sold.

  • 83 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q2 2025, up from 82 in Q1 2025.
  • Funds reported $552M of PIMCO Dynamic Income Strategy Fund stock for Q2 2025, down 9.9% quarter-over-quarter.
  • 12 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q2 2025 and 10 closed out, a net change of +2 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q2 2025 was Bank of America, an estimated $2.11M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q2 2025 was IEQ Capital, an estimated $51.3M sold.

Based on aggregated 13F filings for Q2 2025.