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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
FIA
101
FNY Investment Advisers
New York
$10K – – –
VC
102
Vestor Capital
Illinois
$5.29K +$710K +33,589 +1,344%
SWP
103
Strategic Wealth Partners
Ohio
$4.16K – – –
HWP
104
Highline Wealth Partners
California
$3.12K – – –
IA
105
IFP Advisors
Florida
$2.08K -$8.98K -425 -81%
SWM
106
SHP Wealth Management
Massachusetts
$1.42K – – –
NWA
107
Navis Wealth Advisors
New York
– -$1.08M -49,164 Closed
FM
108
Family Management
New York
– -$756K -34,252 Closed
KAS
109
Kestra Advisory Services
Texas
– -$689K -31,253 Closed
QCM
110
Quantinno Capital Management
New York
– -$484K -21,943 Closed
Cerity Partners
111
Cerity Partners
New York
– -$399K -18,049 Closed
AWA
112
Adapt Wealth Advisors
Georgia
– -$226K -10,224 Closed
CF
113
Convergence Financial
Missouri
– -$211K -9,547 Closed
AC
114
AWM Capital
Arizona
– -$210K -9,507 Closed
FFA
115
Farther Finance Advisors
California
– -$21.5K -1,000 Closed
WSA
116
Wealth Science Advisors
Georgia
– -$18.1K -964 Closed
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.