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PDX

PIMCO Dynamic Income Strategy Fund
PDX

101 hedge funds and large institutions have $484M invested in PIMCO Dynamic Income Strategy Fund in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

19% more capital invested

Capital invested by funds: $406M → $484M (+$77.5M)

7% more funds holding

Funds holding: 94 → 101 (+7)

0.78% more ownership

Funds ownership: 48.29% → 49.06% (+0.78%)

Holders
101
Holders Change
+7
Holders Change %
+7.45%
% of All Funds
1.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
19
Increased
35
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
Almitas Capital
California
+$7.91M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$7.88M
3
Morgan Stanley
Morgan Stanley
New York
+$3.77M
4
Bank of America
Bank of America
North Carolina
+$3.03M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$9.34M
2
SCM
Saba Capital Management
New York
-$7.71M
3
PAIM
Punch & Associates Investment Management
Minnesota
-$4.12M
4
Stifel Financial
Stifel Financial
Missouri
-$2.19M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
26
Smith, Moore & Co
Missouri
$1.93M +$157K +7,744 +10%
1CP
27
1607 Capital Partners
Virginia
$1.9M -$108K -5,347 -6%
MYIA
28
Mount Yale Investment Advisors
Colorado
$1.68M +$5.96K +294 +0.4%
VAS
29
Vestmark Advisory Solutions
Massachusetts
$1.67M +$5.96K +294 +0.4%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.48M -$241K -11,883 -15%
Invesco
31
Invesco
Georgia
$1.4M +$126K +6,238 +11%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.37M -$118K -5,800 -9%
LPL Financial
33
LPL Financial
California
$1.18M +$182K +8,968 +20%
NWA
34
Navis Wealth Advisors
New York
$1.08M +$997K +49,164 New
Northern Trust
35
Northern Trust
Illinois
$1.08M +$995K +49,079 New
TAM
36
Tocqueville Asset Management
New York
$801K – – –
FFA
37
First Foundation Advisors
California
$777K +$446 +22 +0.1%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$768K – – –
CIA
39
Concurrent Investment Advisors
Florida
$760K +$699K +34,450 New
FM
40
Family Management
New York
$756K -$236K -11,657 -25%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$709K -$176K -8,688 -21%
SA
42
Sanctuary Advisors
Indiana
$690K -$54.9K -2,707 -8%
KAS
43
Kestra Advisory Services
Texas
$689K +$569K +28,075 +883%
NWMP
44
Noble Wealth Management PBC
Colorado
$675K +$579K +28,575 +1,411%
Truist Financial
45
Truist Financial
North Carolina
$654K +$269K +13,278 +81%
HighTower Advisors
46
HighTower Advisors
Illinois
$624K -$64.9K -3,201 -10%
VAM
47
Virtue Asset Management
Illinois
$617K -$23.5K -1,158 -4%
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$535K -$86.8K -4,282 -15%
SC
49
Stolper & Co
Oklahoma
$531K +$323K +15,913 +65%
EPW
50
Evolve Private Wealth
California
$528K +$105K +5,190 +28%
1
2
3 4 5

PDX Hedge Fund Activity: Q1 2026 in Review

101 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q1 2026, worth a combined $484M — up 19% from $406M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PDX positions and 11 closed out — a net gain of 8 holders — while 35 added to existing stakes and 27 trimmed.

The largest buyer was Almitas Capital, adding an estimated $7.91M. The largest seller was Rivernorth Capital Management, cutting an estimated $9.34M.

  • 101 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q1 2026, up from 94 in Q4 2025.
  • Funds reported $484M of PIMCO Dynamic Income Strategy Fund stock for Q1 2026, up 19% quarter-over-quarter.
  • 19 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q1 2026 and 11 closed out, a net change of +8 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q1 2026 was Almitas Capital, an estimated $7.91M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q1 2026 was Rivernorth Capital Management, an estimated $9.34M sold.

Based on aggregated 13F filings for Q1 2026.