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PDX

PIMCO Dynamic Income Strategy Fund

106 hedge funds and large institutions have $450M invested in PIMCO Dynamic Income Strategy Fund in 2026 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

5% more funds holding

Funds holding: 101106 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.66% less ownership

Funds ownership: 49.06%48.41% (-0.66%)

7% less capital invested

Capital invested by funds: $484M → $450M (-$33.5M)

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
36
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
26
Choreo LLC
Illinois
$1.66M -$213K -10,100 -11%
MYIA
27
Mount Yale Investment Advisors
Colorado
$1.59M -$2.11K -100 -0.1%
Invesco
28
Invesco
Georgia
$1.57M +$255K +12,075 +19%
VAS
29
Vestmark Advisory Solutions
Massachusetts
$1.55M -$25.4K -1,200 -2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.55M +$259K +12,249 +20%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.49M +$100K +4,740 +7%
LPL Financial
32
LPL Financial
California
$1.22M +$109K +5,136 +10%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.14M +$1.16M +54,663 New
NWMP
34
Noble Wealth Management PBC
Colorado
$1.07M +$440K +20,825 +68%
Northern Trust
35
Northern Trust
Illinois
$1.02M
1CP
36
1607 Capital Partners
Virginia
$946K -$861K -40,746 -47%
SA
37
Sanctuary Advisors
Indiana
$888K +$240K +11,351 +36%
TAM
38
Tocqueville Asset Management
New York
$756K
FFA
39
First Foundation Advisors
California
$729K -$3.49K -165 -0.5%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$726K +$57.7K +2,731 +8%
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$725K
CIA
42
Concurrent Investment Advisors
Florida
$717K +$190 +9 +0%
Truist Financial
43
Truist Financial
North Carolina
$667K +$50.4K +2,383 +8%
AW
44
Atlas Wealth
Ohio
$657K +$667K +31,579 New
VAM
45
Virtue Asset Management
Illinois
$582K
SC
46
Stolper & Co
Oklahoma
$542K -$302K -14,310 -35%
HighTower Advisors
47
HighTower Advisors
Illinois
$541K -$48.3K -2,288 -8%
WS
48
Wedbush Securities
California
$517K +$66.6K +3,150 +15%
VF
49
Virtu Financial
New York
$502K +$510K +24,135 New
EPW
50
Evolve Private Wealth
California
$489K -$12.9K -611 -3%

PDX Hedge Fund Activity: Q2 2026 in Review

106 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q2 2026, worth a combined $450M — down 6.9% from $484M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PDX positions and 10 closed out — a net gain of 6 holders — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.98M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $3.34M.

  • 106 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q2 2026, up from 101 in Q1 2026.
  • Funds reported $450M of PIMCO Dynamic Income Strategy Fund stock for Q2 2026, down 6.9% quarter-over-quarter.
  • 16 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q2 2026 and 10 closed out, a net change of +6 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q2 2026 was Wells Fargo, an estimated $1.98M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q2 2026 was Thomas J. Herzfeld Advisors, an estimated $3.34M sold.

Based on aggregated 13F filings for Q2 2026.