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PDX

PIMCO Dynamic Income Strategy Fund

83 hedge funds and large institutions have $552M invested in PIMCO Dynamic Income Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 8283 (+1)

5.79% less ownership

Funds ownership: 55.86%50.07% (-5.8%)

10% less capital invested

Capital invested by funds: $613M → $552M (-$61M)

21% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 28

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
22
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$186M -$319K -14,037 -0.2%
RCM
2
Rivernorth Capital Management
Florida
$39.1M -$3.33M -146,139 -8%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$39.1M -$1.27M -55,742 -3%
Cohen & Steers
4
Cohen & Steers
New York
$29.8M -$319K -14,000 -1%
PAIM
5
Punch & Associates Investment Management
Minnesota
$26.4M -$4.19M -184,233 -15%
UBS Group
6
UBS Group
Switzerland
$25.6M -$891K -39,172 -4%
WJWM
7
Williams Jones Wealth Management
New York
$25.2M -$569K -25,009 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$23.7M +$2.11M +92,716 +11%
Wells Fargo
9
Wells Fargo
California
$20.6M +$1.37M +60,084 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$20.4M +$196K +8,633 +1%
Morgan Stanley
11
Morgan Stanley
New York
$17.7M -$618K -27,180 -4%
Bank of America
12
Bank of America
North Carolina
$14M +$2.11M +92,791 +20%
Stifel Financial
13
Stifel Financial
Missouri
$13.6M +$724K +31,804 +6%
HCM
14
Hollencrest Capital Management
California
$11.5M +$56.6K +2,487 +0.5%
AAM
15
Advisors Asset Management
Colorado
$9.41M -$1.35M -59,365 -13%
COLIM
16
City of London Investment Management
United Kingdom
$7.51M -$138K -6,044 -2%
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$4.78M -$211K -9,295 -5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.44M -$147K -6,450 -3%
CL
19
Choreo LLC
Illinois
$2.96M -$1.92M -84,384 -41%
SMC
20
Smith, Moore & Co
Missouri
$1.94M +$19.1K +840 +1%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.68M +$250K +10,993 +19%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.66M +$74.4K +3,269 +5%
Raymond James Financial
23
Raymond James Financial
Florida
$1.5M +$515K +22,625 +59%
FFA
24
First Foundation Advisors
California
$1.39M -$2.09K -92 -0.2%
CTB
25
Country Trust Bank
Illinois
$1.15M

PDX Hedge Fund Activity: Q2 2025 in Review

83 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q2 2025, worth a combined $552M — down 9.9% from $613M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PDX positions and 10 closed out — a net gain of 2 holders — while 22 added to existing stakes and 28 trimmed.

The largest buyer was Bank of America, adding an estimated $2.11M. The largest seller was IEQ Capital, exiting entirely with an estimated $51.3M sold.

  • 83 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q2 2025, up from 82 in Q1 2025.
  • Funds reported $552M of PIMCO Dynamic Income Strategy Fund stock for Q2 2025, down 9.9% quarter-over-quarter.
  • 12 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q2 2025 and 10 closed out, a net change of +2 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q2 2025 was Bank of America, an estimated $2.11M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q2 2025 was IEQ Capital, an estimated $51.3M sold.

Based on aggregated 13F filings for Q2 2025.