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PDX

PIMCO Dynamic Income Strategy Fund
PDX

101 hedge funds and large institutions have $484M invested in PIMCO Dynamic Income Strategy Fund in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

19% more capital invested

Capital invested by funds: $406M → $484M (+$77.5M)

7% more funds holding

Funds holding: 94 → 101 (+7)

0.78% more ownership

Funds ownership: 48.29% → 49.06% (+0.78%)

Holders
101
Holders Change
+7
Holders Change %
+7.45%
% of All Funds
1.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
19
Increased
35
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
Almitas Capital
California
+$7.91M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$7.88M
3
Morgan Stanley
Morgan Stanley
New York
+$3.77M
4
Bank of America
Bank of America
North Carolina
+$3.03M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$9.34M
2
SCM
Saba Capital Management
New York
-$7.71M
3
PAIM
Punch & Associates Investment Management
Minnesota
-$4.12M
4
Stifel Financial
Stifel Financial
Missouri
-$2.19M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
76
Cynosure Group
Utah
$224K +$206K +10,158 New
MCM
77
MAI Capital Management
Ohio
$221K – – –
P
78
&Partners
Tennessee
$219K +$202K +9,945 New
CF
79
Convergence Financial
Missouri
$211K +$194K +9,547 New
AC
80
AWM Capital
Arizona
$210K +$193K +9,507 New
CA
81
CoreCap Advisors
Michigan
$187K +$172K +8,467 New
SPIA
82
Steward Partners Investment Advisory
New York
$163K +$11.2K +550 +8%
AA
83
Ancora Advisors
Ohio
$110K – – –
HHGA
84
Halbert Hargrove Global Advisors
California
$99.3K – – –
US Bancorp
85
US Bancorp
Minnesota
$83.5K – – –
KFP
86
Kerr Financial Planning
California
$79.3K -$9.29K -458 -9%
VC
87
Vestor Capital
Illinois
$55K +$43.5K +2,146 +606%
NA
88
NewEdge Advisors
Louisiana
$45.6K +$6.14K +303 +17%
MAS
89
MPWM Advisory Solutions
Georgia
$43.3K – – –
CNBT
90
Cornerstone National Bank & Trust
Illinois
$32.2K – – –
BBPWM
91
Blue Bell Private Wealth Management
Pennsylvania
$22.3K +$7.1K +350 +53%
FFA
92
Farther Finance Advisors
California
$21.5K +$20.3K +1,000 New
SWM
93
Spire Wealth Management
Virginia
$19.3K – – –
WSA
94
Wealth Science Advisors
Georgia
$18.1K +$19.5K +964 New
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$13.8K – – –
AUB
96
Atlantic Union Bankshares
Virginia
$13.2K – – –
IA
97
IFP Advisors
Florida
$11.6K – – –
FIA
98
FNY Investment Advisers
New York
$11K +$10.1K +500 New
SWP
99
Strategic Wealth Partners
Ohio
$4.41K – – –
HWP
100
Highline Wealth Partners
California
$3.31K – – –
1 2 3
4
5

PDX Hedge Fund Activity: Q1 2026 in Review

101 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q1 2026, worth a combined $484M — up 19% from $406M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PDX positions and 11 closed out — a net gain of 8 holders — while 35 added to existing stakes and 27 trimmed.

The largest buyer was Almitas Capital, adding an estimated $7.91M. The largest seller was Rivernorth Capital Management, cutting an estimated $9.34M.

  • 101 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q1 2026, up from 94 in Q4 2025.
  • Funds reported $484M of PIMCO Dynamic Income Strategy Fund stock for Q1 2026, up 19% quarter-over-quarter.
  • 19 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q1 2026 and 11 closed out, a net change of +8 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q1 2026 was Almitas Capital, an estimated $7.91M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q1 2026 was Rivernorth Capital Management, an estimated $9.34M sold.

Based on aggregated 13F filings for Q1 2026.