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PDX

PIMCO Dynamic Income Strategy Fund

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: 8388 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
FP
76
Financial Perspectives
Minnesota
$80.8K
VC
77
Vestor Capital
Illinois
$62K +$29.5K +1,201 +92%
NWMP
78
Noble Wealth Management PBC
Colorado
$50.5K +$49.8K +2,025 New
NA
79
NewEdge Advisors
Louisiana
$43.3K +$664 +27 +2%
PA
80
Parallel Advisors
California
$43K
CNBT
81
Cornerstone National Bank & Trust
Illinois
$37.4K
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$15.6K
AUB
83
Atlantic Union Bankshares
Virginia
$15K +$14.7K +600 New
IA
84
IFP Advisors
Florida
$13.1K
FIA
85
FNY Investment Advisers
New York
$12K
BBPWM
86
Blue Bell Private Wealth Management
Pennsylvania
$11.4K -$51.6K -2,100 -82%
JP Morgan Chase
87
JP Morgan Chase
New York
$7.48K +$7.37K +300 New
SWP
88
Strategic Wealth Partners
Ohio
$4.99K +$4.92K +200 New
CTB
89
Country Trust Bank
Illinois
-$1.15M -46,722 Closed
FM
90
Family Management
New York
-$833K -33,792 Closed
LCM
91
Landscape Capital Management
New Jersey
-$399K -16,198 Closed
PM
92
Phraction Management
Connecticut
-$369K -14,971 Closed
HH
93
Hilltop Holdings
Texas
-$273K -11,075 Closed
CIAS
94
Capital Investment Advisory Services
North Carolina
-$210K -8,500 Closed
BlackRock
95
BlackRock
New York
-$174K -7,073 Closed
SL
96
Salomon & Ludwin
Virginia
-$18.8K -759 Closed
TSMHT
97
Thurston Springer Miller Herd & Titak
Indiana
-$12.3K -500 Closed
CF
98
Concorde Financial
Texas
-$7.39K -300 Closed

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.