PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

81 hedge funds and large institutions have $612M invested in PIMCO Dynamic Income Strategy Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
34
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IC
IEQ Capital
California
+$51.3M
2
SCM
Saba Capital Management
New York
+$18M
3
Wells Fargo
Wells Fargo
California
+$9.43M
4
COLIM
City of London Investment Management
United Kingdom
+$7.63M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.64M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$19.7M
2
Walleye Capital
Walleye Capital
New York
-$7.13M
3
RCM
Rivernorth Capital Management
Florida
-$5.83M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$4.22M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$185M +$18M +731,721 +11%
IC
2
IEQ Capital
California
$51.3M +$51.3M +2,089,726 New
RCM
3
Rivernorth Capital Management
Florida
$42.5M -$5.83M -237,707 -12%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$40.3M +$3.64M +148,469 +10%
PAIM
5
Punch & Associates Investment Management
Minnesota
$30.8M -$467K -19,012 -1%
Cohen & Steers
6
Cohen & Steers
New York
$30M +$1.35M +55,000 +5%
UBS Group
7
UBS Group
Switzerland
$26.5M +$1.15M +46,711 +5%
WJWM
8
Williams Jones Wealth Management
New York
$25.7M -$814K -33,175 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$21.4M -$3.18M -129,500 -13%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$20.1M +$2.45M +99,650 +14%
Wells Fargo
11
Wells Fargo
California
$19M +$9.43M +384,168 +98%
Morgan Stanley
12
Morgan Stanley
New York
$18.3M -$2.32M -94,648 -11%
Stifel Financial
13
Stifel Financial
Missouri
$12.8M +$187K +7,620 +1%
Bank of America
14
Bank of America
North Carolina
$11.7M +$1.13M +45,997 +11%
HCM
15
Hollencrest Capital Management
California
$11.4M +$3.31M +134,868 +41%
AAM
16
Advisors Asset Management
Colorado
$10.8M +$1.62M +65,961 +18%
COLIM
17
City of London Investment Management
United Kingdom
$7.63M +$7.63M +310,878 New
CL
18
Choreo LLC
Illinois
$5.04M +$233K +9,459 +5%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$4.99M +$200K +8,143 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.58M +$900K +36,687 +24%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$3.45M -$4.22M -174,291 -55%
TCA
22
Transcend Capital Advisors
New Jersey
$1.94M -$4.25K -173 -0.2%
SMC
23
Smith, Moore & Co
Missouri
$1.91M +$15.1K +614 +0.8%
First Trust Advisors
24
First Trust Advisors
Illinois
$1.57M +$406K +16,557 +35%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.4M +$112K +4,550 +9%
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