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PDX

PIMCO Dynamic Income Strategy Fund

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: 8894 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
76
Kerr Financial Planning
California
$92.3K +$110K +4,997 New
HHGA
77
Halbert Hargrove Global Advisors
California
$84.5K
US Bancorp
78
US Bancorp
Minnesota
$71K
KAS
79
Kestra Advisory Services
Texas
$59.7K +$69.7K +3,178 New
VC
80
Vestor Capital
Illinois
$47K -$47.1K -2,146 -86%
NWMP
81
Noble Wealth Management PBC
Colorado
$38K
MAS
82
MPWM Advisory Solutions
Georgia
$36.9K +$43.1K +1,965 New
NA
83
NewEdge Advisors
Louisiana
$33.2K +$680 +31 +2%
CNBT
84
Cornerstone National Bank & Trust
Illinois
$28.2K
PMFA
85
Plante Moran Financial Advisors
Michigan
$25K +$29.2K +1,330 New
SWM
86
Spire Wealth Management
Virginia
$16.4K -$132K -6,009 -87%
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$12.4K +$4.39K +200 +44%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$11.7K
AUB
89
Atlantic Union Bankshares
Virginia
$11.3K
IA
90
IFP Advisors
Florida
$9.86K
SWP
91
Strategic Wealth Partners
Ohio
$3.76K
HWP
92
Highline Wealth Partners
California
$2.82K +$3.29K +150 New
SWM
93
SHP Wealth Management
Massachusetts
$1.28K +$1.49K +68 New
QA
94
Quattro Advisors
Pennsylvania
$176 +$197 +9 New
Kovitz Investment Group Partners
95
Kovitz Investment Group Partners
Illinois
-$4.06M -162,910 Closed
Toronto Dominion Bank
96
Toronto Dominion Bank
Ontario, Canada
-$2.63M -105,323 Closed
PIWA
97
Prevail Innovative Wealth Advisors
Kansas
-$395K -15,828 Closed
TLA
98
Tanglewood Legacy Advisors
Texas
-$335K -13,449 Closed
Baird Financial Group
99
Baird Financial Group
Wisconsin
-$319K -12,800 Closed
DACS
100
Dymon Asia Capital (Singapore)
Singapore
-$294K -11,804 Closed

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.