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PDX

PIMCO Dynamic Income Strategy Fund
PDX

82 hedge funds and large institutions have $613M 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, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

5.36% more ownership

Funds ownership: 50.51% → 55.86% (+5.4%)

3% more funds holding

Funds holding: 80 → 82 (+2)

4% more capital invested

Capital invested by funds: $590M → $613M (+$22.9M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% 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
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IC
IEQ Capital
California
+$53.5M
2
SCM
Saba Capital Management
New York
+$18.7M
3
Wells Fargo
Wells Fargo
California
+$9.83M
4
COLIM
City of London Investment Management
United Kingdom
+$7.95M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.8M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$19.7M
2
Walleye Capital
Walleye Capital
New York
-$7.13M
3
RCM
Rivernorth Capital Management
Florida
-$6.08M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$4.46M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$356K +$371K +14,500 New
CL
52
CSS LLC
Illinois
$344K +$358K +14,000 New
RIA
53
Regal Investment Advisors
Michigan
$333K – – –
TLA
54
Tanglewood Legacy Advisors
Texas
$330K +$344K +13,449 New
OC
55
Oppenheimer & Co
New York
$292K – – –
Baird Financial Group
56
Baird Financial Group
Wisconsin
$289K +$72.9K +2,851 +32%
HH
57
Hilltop Holdings
Texas
$272K – – –
SWM
58
Spire Wealth Management
Virginia
$251K +$2.43K +95 +0.9%
MCM
59
MAI Capital Management
Ohio
$245K – – –
AF
60
Allworth Financial
California
$225K – – –
EW
61
Evoke Wealth
California
$222K +$5.45K +213 +2%
TC
62
TownSquare Capital
Utah
$221K – – –
WSWA
63
Warren Street Wealth Advisors
California
$221K – – –
IA
64
IFG Advisory
Georgia
$210K – – –
Cerity Partners
65
Cerity Partners
New York
$210K +$219K +8,549 New
CG
66
Cynosure Group
Utah
$202K +$5.6K +219 +3%
P
67
&Partners
Tennessee
$201K +$213K +8,335 New
SPIA
68
Steward Partners Investment Advisory
New York
$168K -$7.67K -300 -4%
AA
69
Ancora Advisors
Ohio
$123K – – –
US Bancorp
70
US Bancorp
Minnesota
$105K +$96.8K +3,783 +757%
FP
71
Financial Perspectives
Minnesota
$79.5K – – –
VC
72
Vestor Capital
Illinois
$61K – – –
BBPWM
73
Blue Bell Private Wealth Management
Pennsylvania
$60.3K +$62.9K +2,459 New
NA
74
NewEdge Advisors
Louisiana
$41.2K -$11.6K -452 -21%
CA
75
Continuum Advisory
Idaho
$32.6K +$8.39K +328 +33%
1 2
3
4

PDX Hedge Fund Activity: Q1 2025 in Review

82 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q1 2025, worth a combined $613M — up 3.9% from $590M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PDX positions and 12 closed out — a net gain of 2 holders — while 34 added to existing stakes and 18 trimmed.

The largest buyer was IEQ Capital, opening a new position worth an estimated $53.5M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $19.7M sold.

  • 82 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q1 2025, up from 80 in Q4 2024.
  • Funds reported $613M of PIMCO Dynamic Income Strategy Fund stock for Q1 2025, up 3.9% quarter-over-quarter.
  • 14 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q1 2025 and 12 closed out, a net change of +2 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q1 2025 was IEQ Capital, an estimated $53.5M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q1 2025 was Sit Investment Associates, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2025.