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PDX

PIMCO Dynamic Income Strategy Fund

82 hedge funds and large institutions have $613M 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, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

5.36% more ownership

Funds ownership: 50.51%55.86% (+5.4%)

3% more funds holding

Funds holding: 8082 (+2)

4% more capital invested

Capital invested by funds: $590M → $613M (+$22.9M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% 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
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$185M +$18.7M +731,721 +11%
IC
2
IEQ Capital
California
$51.3M +$53.5M +2,089,726 New
RCM
3
Rivernorth Capital Management
Florida
$42.5M -$6.08M -237,707 -12%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$40.3M +$3.8M +148,469 +10%
PAIM
5
Punch & Associates Investment Management
Minnesota
$30.8M -$486K -19,012 -1%
Cohen & Steers
6
Cohen & Steers
New York
$30M +$1.41M +55,000 +5%
UBS Group
7
UBS Group
Switzerland
$26.5M +$1.2M +46,711 +5%
WJWM
8
Williams Jones Wealth Management
New York
$25.7M -$849K -33,175 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$21.4M -$3.31M -129,500 -13%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$20.1M +$2.55M +99,650 +14%
Wells Fargo
11
Wells Fargo
California
$19M +$9.83M +384,168 +98%
Morgan Stanley
12
Morgan Stanley
New York
$18.3M -$2.42M -94,648 -11%
Stifel Financial
13
Stifel Financial
Missouri
$12.8M +$195K +7,620 +1%
Bank of America
14
Bank of America
North Carolina
$11.7M +$1.18M +45,997 +11%
HCM
15
Hollencrest Capital Management
California
$11.4M +$3.45M +134,868 +41%
AAM
16
Advisors Asset Management
Colorado
$10.8M +$1.69M +65,961 +18%
COLIM
17
City of London Investment Management
United Kingdom
$7.63M +$7.95M +310,878 New
CL
18
Choreo LLC
Illinois
$5.04M +$242K +9,459 +5%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$4.99M +$208K +8,143 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.58M +$939K +36,687 +24%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$3.45M -$4.46M -174,291 -55%
TCA
22
Transcend Capital Advisors
New Jersey
$1.94M -$4.43K -173 -0.2%
SMC
23
Smith, Moore & Co
Missouri
$1.91M +$15.7K +614 +0.8%
First Trust Advisors
24
First Trust Advisors
Illinois
$1.57M +$424K +16,557 +35%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.4M +$116K +4,550 +9%

PDX Hedge Fund Activity: Q1 2025 in Review

82 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q1 2025, worth a combined $613M — up 3.9% from $590M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PDX positions and 12 closed out — a net gain of 2 holders — while 34 added to existing stakes and 18 trimmed.

The largest buyer was IEQ Capital, opening a new position worth an estimated $53.5M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $19.7M sold.

  • 82 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q1 2025, up from 80 in Q4 2024.
  • Funds reported $613M of PIMCO Dynamic Income Strategy Fund stock for Q1 2025, up 3.9% quarter-over-quarter.
  • 14 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q1 2025 and 12 closed out, a net change of +2 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q1 2025 was IEQ Capital, an estimated $53.5M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q1 2025 was Sit Investment Associates, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2025.