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PDX

PIMCO Dynamic Income Strategy Fund
PDX

106 hedge funds and large institutions have $450M invested in PIMCO Dynamic Income Strategy Fund in 2026 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

5% more funds holding

Funds holding: 101 → 106 (+5)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.66% less ownership

Funds ownership: 49.06% → 48.41% (-0.66%)

7% less capital invested

Capital invested by funds: $484M → $450M (-$33.5M)

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
36
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.98M
2
Stifel Financial
Stifel Financial
Missouri
+$1.21M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.16M
4
VC
Vestor Capital
Illinois
+$710K
5
AW
Atlas Wealth
Ohio
+$667K

Top Sellers

Rank Fund Capital Flow
1
TJHA
Thomas J. Herzfeld Advisors
Florida
-$3.34M
2
PAIM
Punch & Associates Investment Management
Minnesota
-$3.19M
3
COLIM
City of London Investment Management
United Kingdom
-$2.02M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.68M
5
NWA
Navis Wealth Advisors
New York
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
P
76
&Partners
Tennessee
$224K +$17.6K +835 +8%
MA
77
MONECO Advisors
Connecticut
$224K +$228K +10,769 New
AF
78
Allworth Financial
California
$219K – – –
CG
79
Cynosure Group
Utah
$215K +$3.99K +189 +2%
SPC
80
Spirepoint Private Client
Florida
$215K – – –
AGM
81
Alpine Global Management
New York
$214K +$217K +10,268 New
IA
82
IFG Advisory
Georgia
$178K +$181K +8,550 New
CA
83
Continuum Advisory
Idaho
$128K +$130K +6,163 New
LAS
84
Lloyd Advisory Services
Georgia
$126K +$128K +6,053 New
AA
85
Ancora Advisors
Ohio
$104K – – –
SPIA
86
Steward Partners Investment Advisory
New York
$97.8K -$57.1K -2,701 -37%
HHGA
87
Halbert Hargrove Global Advisors
California
$93.7K – – –
US Bancorp
88
US Bancorp
Minnesota
$78.8K – – –
KFP
89
Kerr Financial Planning
California
$77.7K +$2.37K +112 +2%
CA
90
CoreCap Advisors
Michigan
$72.5K -$105K -4,986 -59%
NA
91
NewEdge Advisors
Louisiana
$43.9K +$803 +38 +2%
MAS
92
MPWM Advisory Solutions
Georgia
$40.9K – – –
CNBT
93
Cornerstone National Bank & Trust
Illinois
$31.4K – – –
BBPWM
94
Blue Bell Private Wealth Management
Pennsylvania
$31.4K +$10.6K +500 +50%
Bessemer Group
95
Bessemer Group
New Jersey
$21K +$21.1K +1,000 New
SWM
96
Spire Wealth Management
Virginia
$18.2K – – –
IFWM
97
Institute for Wealth Management
Colorado
$14.1K +$14.3K +675 New
APW
98
Allied Private Wealth
Florida
$13.3K +$13.2K +623 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$13K – – –
AUB
100
Atlantic Union Bankshares
Virginia
$12.5K – – –
1 2 3
4
5

PDX Hedge Fund Activity: Q2 2026 in Review

106 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q2 2026, worth a combined $450M — down 6.9% from $484M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PDX positions and 10 closed out — a net gain of 6 holders — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.98M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $3.34M.

  • 106 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q2 2026, up from 101 in Q1 2026.
  • Funds reported $450M of PIMCO Dynamic Income Strategy Fund stock for Q2 2026, down 6.9% quarter-over-quarter.
  • 16 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q2 2026 and 10 closed out, a net change of +6 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q2 2026 was Wells Fargo, an estimated $1.98M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q2 2026 was Thomas J. Herzfeld Advisors, an estimated $3.34M sold.

Based on aggregated 13F filings for Q2 2026.