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PDX

PIMCO Dynamic Income Strategy Fund

106 hedge funds and large institutions have $450M invested in PIMCO Dynamic Income Strategy Fund in 2026 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

5% more funds holding

Funds holding: 101106 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.66% less ownership

Funds ownership: 49.06%48.41% (-0.66%)

7% less capital invested

Capital invested by funds: $484M → $450M (-$33.5M)

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
36
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$473K +$88.7K +4,197 +23%
AWA
52
Arkadios Wealth Advisors
Georgia
$438K +$5.07K +240 +1%
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$412K -$94.3K -4,465 -18%
AWM
54
Aprio Wealth Management
Georgia
$412K
HI
55
Harbour Investments
Wisconsin
$397K -$16.2K -769 -4%
IP
56
Indivisible Partners
Florida
$375K +$380K +18,003 New
IMT
57
Investment Management Trust
Massachusetts
$372K +$23.9K +1,131 +7%
EFS
58
Essex Financial Services
Connecticut
$370K
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$361K +$21.8K +1,034 +6%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$349K -$41.8K -1,980 -11%
ICM
61
Islay Capital Management
Texas
$334K +$401 +19 +0.1%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$328K -$10.6K -500 -3%
AHL
63
Abel Hall LLC
Louisiana
$312K
CWM
64
Cornerstone Wealth Management
Missouri
$305K -$16.6K -786 -5%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$294K +$1.9K +90 +0.6%
FWP
66
Flatrock Wealth Partners
California
$285K +$232 +11 +0.1%
SAI
67
Savvy Advisors Inc
New York
$281K -$33.7K -1,596 -11%
Creative Planning
68
Creative Planning
Kansas
$276K +$17.1K +808 +6%
CL
69
CSS LLC
Illinois
$270K +$274K +12,960 New
Citadel Advisors
70
Citadel Advisors
Florida
$269K +$273K +12,917 New
PI
71
PFG Investments
New York
$256K +$260K +12,297 New
RIA
72
Regal Investment Advisors
Michigan
$254K
Brown Advisory
73
Brown Advisory
Maryland
$250K
MWM
74
Meadowbrook Wealth Management
New York
$245K +$247K +11,700 New
MCM
75
MAI Capital Management
Ohio
$240K +$31.7K +1,500 +15%

PDX Hedge Fund Activity: Q2 2026 in Review

106 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q2 2026, worth a combined $450M — down 6.9% from $484M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PDX positions and 10 closed out — a net gain of 6 holders — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.98M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $3.34M.

  • 106 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q2 2026, up from 101 in Q1 2026.
  • Funds reported $450M of PIMCO Dynamic Income Strategy Fund stock for Q2 2026, down 6.9% quarter-over-quarter.
  • 16 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q2 2026 and 10 closed out, a net change of +6 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q2 2026 was Wells Fargo, an estimated $1.98M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q2 2026 was Thomas J. Herzfeld Advisors, an estimated $3.34M sold.

Based on aggregated 13F filings for Q2 2026.