PIMCO Dynamic Income Strategy Fund
PDX
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.
38% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 16
7% more funds holding
Funds holding: 88 → 94 (+6)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
+$3.32M |
| 2 |
ACM
Altium Capital Management
New York
|
+$3.31M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$3.17M |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$1.66M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$15.2M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$5.79M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$4.06M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$2.63M |
| 5 |
WJWM
Williams Jones Wealth Management
New York
|
-$2.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CF
101
Convergence Financial
Columbia,
Missouri
| – | -$230K | -9,217 | Closed |
|
|
WSWA
102
Warren Street Wealth Advisors
Newport Beach,
California
| – | -$224K | -9,000 | Closed |
|
|
P
103
&Partners
Nashville,
Tennessee
| – | -$222K | -8,898 | Closed |
|
|
IA
104
IFG Advisory
Atlanta,
Georgia
| – | -$213K | -8,550 | Closed |
|
105
Cerity Partners
New York
| – | -$213K | -8,549 | Closed |
|
|
CG
106
Cynosure Group
Salt Lake City,
Utah
| – | -$213K | -8,526 | Closed |
|
|
FP
107
Financial Perspectives
Minneapolis,
Minnesota
| – | -$80.8K | -3,240 | Closed |
|
|
PA
108
Parallel Advisors
San Francisco,
California
| – | -$43K | -1,724 | Closed |
|
|
FIA
109
FNY Investment Advisers
New York
| – | -$12K | -500 | Closed |
|
110
JP Morgan Chase
New York
| – | -$7.48K | -300 | 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.