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PDX

PIMCO Dynamic Income Strategy Fund

88 hedge funds and large institutions have $560M invested in PIMCO Dynamic Income Strategy Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 17

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

6% more funds holding

Funds holding: 8388 (+5)

1% more capital invested

Capital invested by funds: $552M → $560M (+$7.99M)

0.17% more ownership

Funds ownership: 50.07%50.23% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
35
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RC
26
Rareview Capital
Nevada
$1.52M +$411K +16,734 +37%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.51M +$409K +16,658 +38%
Invesco
28
Invesco
Georgia
$1.28M +$671K +27,322 +113%
FFA
29
First Foundation Advisors
California
$1.21M -$191K -7,761 -14%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.17M +$330K +13,444 +40%
SA
31
Sanctuary Advisors
Indiana
$933K +$87.8K +3,573 +11%
HighTower Advisors
32
HighTower Advisors
Illinois
$919K -$42.2K -1,718 -4%
TAM
33
Tocqueville Asset Management
New York
$905K +$216K +8,800 +32%
AWM
34
Aprio Wealth Management
Georgia
$727K +$11.6K +471 +2%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$727K +$11.6K +471 +2%
VAM
36
Virtue Asset Management
Illinois
$726K +$716K +29,114 New
LPL Financial
37
LPL Financial
California
$699K +$189K +7,705 +38%
WS
38
Wedbush Securities
California
$644K +$6.05K +246 +1%
HI
39
Harbour Investments
Wisconsin
$613K +$295 +12 +0%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$606K -$8.48K -345 -1%
SC
41
Stolper & Co
Oklahoma
$597K +$588K +23,927 New
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$563K +$72K +2,929 +15%
1CP
43
1607 Capital Partners
Virginia
$536K
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$534K +$41K +1,670 +8%
ICM
45
Islay Capital Management
Texas
$470K +$344 +14 +0.1%
EFS
46
Essex Financial Services
Connecticut
$443K
Comerica Bank
47
Comerica Bank
Texas
$417K +$1.11K +45 +0.3%
OC
48
Oppenheimer & Co
New York
$414K
CWM
49
Cornerstone Wealth Management
Missouri
$410K +$3.83K +156 +1%
Truist Financial
50
Truist Financial
North Carolina
$400K -$20.3K -824 -5%

PDX Hedge Fund Activity: Q3 2025 in Review

88 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q3 2025, worth a combined $560M — up 1.4% from $552M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PDX positions and 10 closed out — a net gain of 5 holders — while 35 added to existing stakes and 17 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $2.59M. The largest seller was Cohen & Steers, cutting an estimated $3.78M.

  • 88 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q3 2025, up from 83 in Q2 2025.
  • Funds reported $560M of PIMCO Dynamic Income Strategy Fund stock for Q3 2025, up 1.4% quarter-over-quarter.
  • 15 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q3 2025 and 10 closed out, a net change of +5 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q3 2025 was Toronto Dominion Bank, an estimated $2.59M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q3 2025 was Cohen & Steers, an estimated $3.78M sold.

Based on aggregated 13F filings for Q3 2025.