We are live on ! Find out more
PDX

PIMCO Dynamic Income Strategy Fund

83 hedge funds and large institutions have $552M invested in PIMCO Dynamic Income Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 8283 (+1)

5.79% less ownership

Funds ownership: 55.86%50.07% (-5.8%)

10% less capital invested

Capital invested by funds: $613M → $552M (-$61M)

21% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 28

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% 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
12
Increased
22
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
51
CSS LLC
Illinois
$345K
TLA
52
Tanglewood Legacy Advisors
Texas
$332K
RIA
53
Regal Investment Advisors
Michigan
$318K -$15.5K -680 -5%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$305K +$282K +12,390 New
DACS
55
Dymon Asia Capital (Singapore)
Singapore
$291K +$269K +11,804 New
SWM
56
Spire Wealth Management
Virginia
$279K +$24.9K +1,096 +11%
HH
57
Hilltop Holdings
Texas
$273K
Harris Associates
58
Harris Associates
Illinois
$268K +$228K +10,000 New
AF
59
Allworth Financial
California
$259K
Baird Financial Group
60
Baird Financial Group
Wisconsin
$254K -$33.7K -1,481 -13%
MCM
61
MAI Capital Management
Ohio
$247K
WSWA
62
Warren Street Wealth Advisors
California
$222K
P
63
&Partners
Tennessee
$216K +$9.94K +437 +5%
IA
64
IFG Advisory
Georgia
$211K
Cerity Partners
65
Cerity Partners
New York
$211K
CIAS
66
Capital Investment Advisory Services
North Carolina
$210K +$193K +8,500 New
CG
67
Cynosure Group
Utah
$207K +$3.25K +143 +2%
BlackRock
68
BlackRock
New York
$174K +$161K +7,073 New
SPIA
69
Steward Partners Investment Advisory
New York
$169K
VC
70
Vestor Capital
Illinois
$131K -$27.3K -1,201 -48%
AA
71
Ancora Advisors
Ohio
$123K
US Bancorp
72
US Bancorp
Minnesota
$93.3K -$11.4K -500 -12%
FP
73
Financial Perspectives
Minnesota
$79.9K
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$63.1K +$2.27K +100 +4%
PA
75
Parallel Advisors
California
$42.5K +$39.2K +1,724 New

PDX Hedge Fund Activity: Q2 2025 in Review

83 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q2 2025, worth a combined $552M — down 9.9% from $613M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PDX positions and 10 closed out — a net gain of 2 holders — while 22 added to existing stakes and 28 trimmed.

The largest buyer was Bank of America, adding an estimated $2.11M. The largest seller was IEQ Capital, exiting entirely with an estimated $51.3M sold.

  • 83 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q2 2025, up from 82 in Q1 2025.
  • Funds reported $552M of PIMCO Dynamic Income Strategy Fund stock for Q2 2025, down 9.9% quarter-over-quarter.
  • 12 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q2 2025 and 10 closed out, a net change of +2 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q2 2025 was Bank of America, an estimated $2.11M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q2 2025 was IEQ Capital, an estimated $51.3M sold.

Based on aggregated 13F filings for Q2 2025.