PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

81 hedge funds and large institutions have $612M invested in PIMCO Dynamic Income Strategy Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
34
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IC
IEQ Capital
California
+$51.3M
2
SCM
Saba Capital Management
New York
+$18M
3
Wells Fargo
Wells Fargo
California
+$9.43M
4
COLIM
City of London Investment Management
United Kingdom
+$7.63M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.64M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$19.7M
2
Walleye Capital
Walleye Capital
New York
-$7.13M
3
RCM
Rivernorth Capital Management
Florida
-$5.83M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$4.22M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
51
CSS LLC
Illinois
$344K +$344K +14,000 New
RIA
52
Regal Investment Advisors
Michigan
$333K – – –
TLA
53
Tanglewood Legacy Advisors
Texas
$330K +$330K +13,449 New
OC
54
Oppenheimer & Co
New York
$292K – – –
Baird Financial Group
55
Baird Financial Group
Wisconsin
$289K +$70K +2,851 +32%
HH
56
Hilltop Holdings
Texas
$272K – – –
SWM
57
Spire Wealth Management
Virginia
$251K +$2.33K +95 +0.9%
MCM
58
MAI Capital Management
Ohio
$245K – – –
AF
59
Allworth Financial
California
$225K – – –
EW
60
Evoke Wealth
California
$222K +$5.26K +213 +2%
WSWA
61
Warren Street Wealth Advisors
California
$221K – – –
TC
62
TownSquare Capital
Utah
$221K – – –
IA
63
IFG Advisory
Georgia
$210K – – –
Cerity Partners
64
Cerity Partners
New York
$210K +$210K +8,549 New
CG
65
Cynosure Group
Utah
$202K +$5.38K +219 +3%
P
66
&Partners
Tennessee
$201K +$201K +8,335 New
SPIA
67
Steward Partners Investment Advisory
New York
$168K -$7.36K -300 -4%
AA
68
Ancora Advisors
Ohio
$123K – – –
US Bancorp
69
US Bancorp
Minnesota
$105K +$92.8K +3,783 +757%
FP
70
Financial Perspectives
Minnesota
$79.5K – – –
VC
71
Vestor Capital
Illinois
$61K – – –
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$60.3K +$60.3K +2,459 New
NA
73
NewEdge Advisors
Louisiana
$41.2K -$11.1K -452 -21%
CA
74
Continuum Advisory
Idaho
$32.6K +$8.05K +328 +33%
NWMP
75
Noble Wealth Management PBC
Colorado
$22.7K -$447K -18,214 -95%
1 2
3
4