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

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
94
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
KFP
76
Kerr Financial Planning
California
$92.3K
HHGA
77
Halbert Hargrove Global Advisors
California
$84.5K
US Bancorp
78
US Bancorp
Minnesota
$71K
KAS
79
Kestra Advisory Services
Texas
$59.7K
VC
80
Vestor Capital
Illinois
$47K
NWMP
81
Noble Wealth Management PBC
Colorado
$38K
MAS
82
MPWM Advisory Solutions
Georgia
$36.9K
NA
83
NewEdge Advisors
Louisiana
$33.2K
CNBT
84
Cornerstone National Bank & Trust
Illinois
$28.2K
PMFA
85
Plante Moran Financial Advisors
Michigan
$25K
SWM
86
Spire Wealth Management
Virginia
$16.4K
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$12.4K
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
SWM
93
SHP Wealth Management
Massachusetts
$1.28K
QA
94
Quattro Advisors
Pennsylvania
$176
Kovitz Investment Group Partners
95
Kovitz Investment Group Partners
Illinois
Toronto Dominion Bank
96
Toronto Dominion Bank
Ontario, Canada
PIWA
97
Prevail Innovative Wealth Advisors
Kansas
TLA
98
Tanglewood Legacy Advisors
Texas
Baird Financial Group
99
Baird Financial Group
Wisconsin
DACS
100
Dymon Asia Capital (Singapore)
Singapore