PDX

PIMCO Dynamic Income Strategy Fund

92 hedge funds and large institutions have $406M invested in PIMCO Dynamic Income Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 21 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

27% less capital invested

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

Holders
92
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
HHGA
76
Halbert Hargrove Global Advisors
California
$84.5K
US Bancorp
77
US Bancorp
Minnesota
$71K
KAS
78
Kestra Advisory Services
Texas
$59.7K
VC
79
Vestor Capital
Illinois
$47K
NWMP
80
Noble Wealth Management PBC
Colorado
$38K
MAS
81
MPWM Advisory Solutions
Georgia
$36.9K
NA
82
NewEdge Advisors
Louisiana
$33.2K
CNBT
83
Cornerstone National Bank & Trust
Illinois
$28.2K
PMFA
84
Plante Moran Financial Advisors
Michigan
$25K
SWM
85
Spire Wealth Management
Virginia
$16.4K
BBPWM
86
Blue Bell Private Wealth Management
Pennsylvania
$12.4K
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$11.7K
AUB
88
Atlantic Union Bankshares
Virginia
$11.3K
IA
89
IFP Advisors
Florida
$9.86K
HWP
90
Highline Wealth Partners
California
$2.82K
SWM
91
SHP Wealth Management
Massachusetts
$1.28K
QA
92
Quattro Advisors
Pennsylvania
$176
Kovitz Investment Group Partners
93
Kovitz Investment Group Partners
Illinois
Toronto Dominion Bank
94
Toronto Dominion Bank
Ontario, Canada
PIWA
95
Prevail Innovative Wealth Advisors
Kansas
TLA
96
Tanglewood Legacy Advisors
Texas
Baird Financial Group
97
Baird Financial Group
Wisconsin
DACS
98
Dymon Asia Capital (Singapore)
Singapore
CF
99
Convergence Financial
Missouri
WSWA
100
Warren Street Wealth Advisors
California