PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

81 hedge funds and large institutions have $551M invested in PIMCO Dynamic Income Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
81
Holders Change
–
Holders Change %
0%
% 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
11
Increased
20
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$14M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$23.7M
3
Wells Fargo
3
Wells Fargo
California
$20.6M
4
RC
4
Rareview Capital
Nevada
$1.11M
5
Stifel Financial
5
Stifel Financial
Missouri
$13.6M

Top Sellers

1
IC
1
IEQ Capital
California
$0
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$26.4M
3
RCM
3
Rivernorth Capital Management
Florida
$39.1M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$0
5
CL
5
Choreo LLC
Illinois
$2.96M
Name Market Value Shares Shares
Change 		Shares
Change %
TLA
51
Tanglewood Legacy Advisors
Texas
$332K 13,449 – –
RIA
52
Regal Investment Advisors
Michigan
$318K 12,889 -680 -5%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$305K 12,390 +12,390 New
DACS
54
Dymon Asia Capital (Singapore)
Singapore
$291K 11,804 +11,804 New
SWM
55
Spire Wealth Management
Virginia
$279K 11,308 +1,096 +11%
HH
56
Hilltop Holdings
Texas
$273K 11,075 – –
Harris Associates
57
Harris Associates
Illinois
$268K 10,000 +10,000 New
AF
58
Allworth Financial
California
$259K 10,500 – –
Baird Financial Group
59
Baird Financial Group
Wisconsin
$254K 10,300 -1,481 -13%
MCM
60
MAI Capital Management
Ohio
$247K 10,000 – –
WSWA
61
Warren Street Wealth Advisors
California
$222K 9,000 – –
P
62
&Partners
Tennessee
$216K 8,772 +437 +5%
IA
63
IFG Advisory
Georgia
$211K 8,550 – –
Cerity Partners
64
Cerity Partners
New York
$211K 8,549 – –
CIAS
65
Capital Investment Advisory Services
North Carolina
$210K 8,500 +8,500 New
CG
66
Cynosure Group
Utah
$207K 8,389 +143 +2%
BlackRock
67
BlackRock
New York
$174K 7,073 +7,073 New
SPIA
68
Steward Partners Investment Advisory
New York
$169K 6,847 – –
VC
69
Vestor Capital
Illinois
$131K 1,299 -1,201 -48%
AA
70
Ancora Advisors
Ohio
$123K 5,000 – –
US Bancorp
71
US Bancorp
Minnesota
$93.3K 3,783 -500 -12%
FP
72
Financial Perspectives
Minnesota
$79.9K 3,240 – –
BBPWM
73
Blue Bell Private Wealth Management
Pennsylvania
$63.1K 2,559 +100 +4%
PA
74
Parallel Advisors
California
$42.5K 1,724 +1,724 New
NA
75
NewEdge Advisors
Louisiana
$42.1K 1,708 +29 +2%
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3
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