PDX

PIMCO Dynamic Income Strategy Fund

90 hedge funds and large institutions have $405M invested in PIMCO Dynamic Income Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

28% less capital invested

Capital invested by funds: $560M → $405M (-$155M)

Holders
90
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$71K
KAS
77
Kestra Advisory Services
Texas
$59.7K
VC
78
Vestor Capital
Illinois
$47K
NWMP
79
Noble Wealth Management PBC
Colorado
$38K
MAS
80
MPWM Advisory Solutions
Georgia
$36.9K
NA
81
NewEdge Advisors
Louisiana
$33.2K
CNBT
82
Cornerstone National Bank & Trust
Illinois
$28.2K
PMFA
83
Plante Moran Financial Advisors
Michigan
$25K
SWM
84
Spire Wealth Management
Virginia
$16.4K
BBPWM
85
Blue Bell Private Wealth Management
Pennsylvania
$12.4K
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$11.7K
AUB
87
Atlantic Union Bankshares
Virginia
$11.3K
IA
88
IFP Advisors
Florida
$9.86K
HWP
89
Highline Wealth Partners
California
$2.82K
QA
90
Quattro Advisors
Pennsylvania
$176
Kovitz Investment Group Partners
91
Kovitz Investment Group Partners
Illinois
Toronto Dominion Bank
92
Toronto Dominion Bank
Ontario, Canada
PIWA
93
Prevail Innovative Wealth Advisors
Kansas
TLA
94
Tanglewood Legacy Advisors
Texas
Baird Financial Group
95
Baird Financial Group
Wisconsin
DACS
96
Dymon Asia Capital (Singapore)
Singapore
CF
97
Convergence Financial
Missouri
WSWA
98
Warren Street Wealth Advisors
California
P
99
&Partners
Tennessee
IA
100
IFG Advisory
Georgia