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PDX

PIMCO Dynamic Income Strategy Fund
PDX

88 hedge funds and large institutions have $560M invested in PIMCO Dynamic Income Strategy Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 17

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

6% more funds holding

Funds holding: 83 → 88 (+5)

1% more capital invested

Capital invested by funds: $552M → $560M (+$7.99M)

0.17% more ownership

Funds ownership: 50.07% → 50.23% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
35
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$2.59M
2
MYIA
Mount Yale Investment Advisors
Colorado
+$1.86M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.19M
4
COLIM
City of London Investment Management
United Kingdom
+$746K
5
Invesco
Invesco
Georgia
+$671K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$3.78M
2
AAM
Advisors Asset Management
Colorado
-$1.93M
3
CTB
Country Trust Bank
Illinois
-$1.15M
4
WJWM
Williams Jones Wealth Management
New York
-$1.02M
5
SCM
Saba Capital Management
New York
-$951K
Name Holding Trade Value Shares
Change 		Change in
Stake
PIWA
51
Prevail Innovative Wealth Advisors
Kansas
$395K +$389K +15,828 New
SAI
52
Savvy Advisors Inc
New York
$376K +$371K +15,079 New
Jane Street
53
Jane Street
New York
$354K +$349K +14,206 New
CL
54
CSS LLC
Illinois
$336K -$13.3K -540 -4%
TLA
55
Tanglewood Legacy Advisors
Texas
$335K – – –
RIA
56
Regal Investment Advisors
Michigan
$321K – – –
Baird Financial Group
57
Baird Financial Group
Wisconsin
$319K +$61.4K +2,500 +24%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$311K +$1.6K +65 +0.5%
DACS
59
Dymon Asia Capital (Singapore)
Singapore
$294K – – –
AF
60
Allworth Financial
California
$262K – – –
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$255K +$251K +10,221 New
Harris Associates
62
Harris Associates
Illinois
$249K – – –
MCM
63
MAI Capital Management
Ohio
$249K – – –
AWA
64
Adapt Wealth Advisors
Georgia
$247K +$243K +9,900 New
CF
65
Convergence Financial
Missouri
$230K +$227K +9,217 New
WSWA
66
Warren Street Wealth Advisors
California
$224K – – –
P
67
&Partners
Tennessee
$222K +$3.1K +126 +1%
IA
68
IFG Advisory
Georgia
$213K – – –
Cerity Partners
69
Cerity Partners
New York
$213K – – –
CG
70
Cynosure Group
Utah
$213K +$3.37K +137 +2%
SWM
71
Spire Wealth Management
Virginia
$172K -$109K -4,424 -39%
SPIA
72
Steward Partners Investment Advisory
New York
$171K – – –
AA
73
Ancora Advisors
Ohio
$125K – – –
HHGA
74
Halbert Hargrove Global Advisors
California
$112K +$111K +4,500 New
US Bancorp
75
US Bancorp
Minnesota
$94.3K – – –
1 2
3
4

PDX Hedge Fund Activity: Q3 2025 in Review

88 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q3 2025, worth a combined $560M — up 1.4% from $552M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PDX positions and 10 closed out — a net gain of 5 holders — while 35 added to existing stakes and 17 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $2.59M. The largest seller was Cohen & Steers, cutting an estimated $3.78M.

  • 88 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q3 2025, up from 83 in Q2 2025.
  • Funds reported $560M of PIMCO Dynamic Income Strategy Fund stock for Q3 2025, up 1.4% quarter-over-quarter.
  • 15 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q3 2025 and 10 closed out, a net change of +5 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q3 2025 was Toronto Dominion Bank, an estimated $2.59M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q3 2025 was Cohen & Steers, an estimated $3.78M sold.

Based on aggregated 13F filings for Q3 2025.