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PDX

PIMCO Dynamic Income Strategy Fund
PDX

94 hedge funds and large institutions have $406M invested in PIMCO Dynamic Income Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

7% more funds holding

Funds holding: 88 → 94 (+6)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.95% less ownership

Funds ownership: 50.23% → 48.29% (-1.9%)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

27% less capital invested

Capital invested by funds: $560M → $406M (-$154M)

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
23
Reduced
28
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
Almitas Capital
California
+$3.32M
2
ACM
Altium Capital Management
New York
+$3.31M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$3.17M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$1.66M
5
1CP
1607 Capital Partners
Virginia
+$1.54M

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$15.2M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$5.79M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$4.06M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$2.63M
5
WJWM
Williams Jones Wealth Management
New York
-$2.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
26
Smith, Moore & Co
Missouri
$1.5M -$49.6K -2,262 -3%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.48M +$218K +9,928 +14%
VAS
28
Vestmark Advisory Solutions
Massachusetts
$1.42M +$1.66M +75,539 New
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.28M +$159K +7,261 +12%
Raymond James Financial
30
Raymond James Financial
Florida
$1.18M -$196K -8,919 -12%
Invesco
31
Invesco
Georgia
$1.07M +$126K +5,739 +11%
FM
32
Family Management
New York
$862K +$1.01M +45,909 New
LPL Financial
33
LPL Financial
California
$837K +$363K +16,553 +59%
Jane Street
34
Jane Street
New York
$836K +$665K +30,300 +213%
CCM
35
CFO Capital Management
Connecticut
$801K +$935K +42,638 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$767K -$136K -6,180 -13%
TAM
37
Tocqueville Asset Management
New York
$682K – – –
FFA
38
First Foundation Advisors
California
$661K -$294K -13,386 -28%
Allspring Global Investments
39
Allspring Global Investments
North Carolina
$654K +$269K +12,255 +54%
SA
40
Sanctuary Advisors
Indiana
$638K -$75.4K -3,438 -9%
HighTower Advisors
41
HighTower Advisors
Illinois
$591K -$118K -5,367 -15%
VAM
42
Virtue Asset Management
Illinois
$547K – – –
AWM
43
Aprio Wealth Management
Georgia
$536K -$14.1K -645 -2%
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$536K -$14.1K -645 -2%
LCM
45
Landscape Capital Management
New Jersey
$483K +$564K +25,733 New
SC
46
Stolper & Co
Oklahoma
$459K +$11.3K +517 +2%
WWA
47
WCG Wealth Advisors
Nevada
$450K +$526K +23,981 New
HI
48
Harbour Investments
Wisconsin
$437K -$28.8K -1,312 -5%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$432K -$42.8K -1,953 -8%
EPW
50
Evolve Private Wealth
California
$410K +$411K +18,755 New
1
2
3 4 5

PDX Hedge Fund Activity: Q4 2025 in Review

94 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q4 2025, worth a combined $406M — down 27% from $560M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PDX positions and 16 closed out — a net gain of 6 holders — while 23 added to existing stakes and 28 trimmed.

The largest buyer was Almitas Capital, opening a new position worth an estimated $3.32M. The largest seller was Saba Capital Management, cutting an estimated $15.2M.

  • 94 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q4 2025, up from 88 in Q3 2025.
  • Funds reported $406M of PIMCO Dynamic Income Strategy Fund stock for Q4 2025, down 27% quarter-over-quarter.
  • 22 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q4 2025 and 16 closed out, a net change of +6 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q4 2025 was Almitas Capital, an estimated $3.32M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q4 2025 was Saba Capital Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2025.