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PDX

PIMCO Dynamic Income Strategy Fund
PDX

94 hedge funds and large institutions have $406M invested in PIMCO Dynamic Income Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

7% more funds holding

Funds holding: 88 → 94 (+6)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.95% less ownership

Funds ownership: 50.23% → 48.29% (-1.9%)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

27% less capital invested

Capital invested by funds: $560M → $406M (-$154M)

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
23
Reduced
28
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
Almitas Capital
California
+$3.32M
2
ACM
Altium Capital Management
New York
+$3.31M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$3.17M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$1.66M
5
1CP
1607 Capital Partners
Virginia
+$1.54M

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$15.2M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$5.79M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$4.06M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$2.63M
5
WJWM
Williams Jones Wealth Management
New York
-$2.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
51
Wedbush Securities
California
$385K -$117K -5,320 -21%
VF
52
Virtu Financial
New York
$340K +$397K +18,111 New
EFS
53
Essex Financial Services
Connecticut
$333K – – –
OC
54
Oppenheimer & Co
New York
$312K – – –
Truist Financial
55
Truist Financial
North Carolina
$308K +$7.28K +332 +2%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$307K -$111K -5,057 -24%
CWM
57
Cornerstone Wealth Management
Missouri
$300K -$10.2K -466 -3%
ICM
58
Islay Capital Management
Texas
$298K -$65.5K -2,985 -16%
FWP
59
Flatrock Wealth Partners
California
$295K +$296K +13,490 New
XT
60
XTX Topco
Cayman Islands
$286K +$334K +15,224 New
SAI
61
Savvy Advisors Inc
New York
$283K – – –
Comerica Bank
62
Comerica Bank
Texas
$282K -$37.2K -1,697 -10%
CL
63
CSS LLC
Illinois
$253K – – –
RIA
64
Regal Investment Advisors
Michigan
$242K – – –
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$235K +$1.58K +72 +0.6%
AWA
66
Arkadios Wealth Advisors
Georgia
$225K +$263K +12,000 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$211K +$22.8K +1,039 +10%
AF
68
Allworth Financial
California
$197K – – –
AWA
69
Adapt Wealth Advisors
Georgia
$196K +$11.5K +524 +5%
SPC
70
Spirepoint Private Client
Florida
$194K +$226K +10,321 New
Harris Associates
71
Harris Associates
Illinois
$188K – – –
MCM
72
MAI Capital Management
Ohio
$188K – – –
SPIA
73
Steward Partners Investment Advisory
New York
$129K – – –
LAS
74
Lloyd Advisory Services
Georgia
$114K +$133K +6,053 New
AA
75
Ancora Advisors
Ohio
$93.9K – – –
1 2
3
4 5

PDX Hedge Fund Activity: Q4 2025 in Review

94 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q4 2025, worth a combined $406M — down 27% from $560M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PDX positions and 16 closed out — a net gain of 6 holders — while 23 added to existing stakes and 28 trimmed.

The largest buyer was Almitas Capital, opening a new position worth an estimated $3.32M. The largest seller was Saba Capital Management, cutting an estimated $15.2M.

  • 94 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q4 2025, up from 88 in Q3 2025.
  • Funds reported $406M of PIMCO Dynamic Income Strategy Fund stock for Q4 2025, down 27% quarter-over-quarter.
  • 22 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q4 2025 and 16 closed out, a net change of +6 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q4 2025 was Almitas Capital, an estimated $3.32M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q4 2025 was Saba Capital Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2025.