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PDX

PIMCO Dynamic Income Strategy Fund

88 hedge funds and large institutions have $560M invested in PIMCO Dynamic Income Strategy Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 17

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

6% more funds holding

Funds holding: 8388 (+5)

1% more capital invested

Capital invested by funds: $552M → $560M (+$7.99M)

0.17% more ownership

Funds ownership: 50.07%50.23% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
35
Reduced
17
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
$187M -$951K -38,690 -0.5%
RCM
2
Rivernorth Capital Management
Florida
$39.7M +$130K +5,303 +0.3%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$39.1M -$391K -15,925 -1%
PAIM
4
Punch & Associates Investment Management
Minnesota
$26.5M -$249K -10,132 -0.9%
Cohen & Steers
5
Cohen & Steers
New York
$26.3M -$3.78M -154,000 -13%
UBS Group
6
UBS Group
Switzerland
$25.5M -$417K -16,968 -2%
WJWM
7
Williams Jones Wealth Management
New York
$24.5M -$1.02M -41,405 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$24.5M +$431K +17,557 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$21.9M +$1.19M +48,566 +6%
Wells Fargo
10
Wells Fargo
California
$21.3M +$443K +18,027 +2%
Morgan Stanley
11
Morgan Stanley
New York
$18.3M +$377K +15,331 +2%
Bank of America
12
Bank of America
North Carolina
$14.5M +$364K +14,812 +3%
Stifel Financial
13
Stifel Financial
Missouri
$13.9M +$154K +6,278 +1%
HCM
14
Hollencrest Capital Management
California
$11.9M +$215K +8,754 +2%
COLIM
15
City of London Investment Management
United Kingdom
$8.36M +$746K +30,350 +10%
AAM
16
Advisors Asset Management
Colorado
$7.56M -$1.93M -78,586 -21%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.41M -$81.2K -3,304 -2%
Kovitz Investment Group Partners
18
Kovitz Investment Group Partners
Illinois
$4.06M -$761K -30,960 -16%
CL
19
Choreo LLC
Illinois
$2.98M -$18K -733 -0.6%
Toronto Dominion Bank
20
Toronto Dominion Bank
Ontario, Canada
$2.63M +$2.59M +105,323 New
First Trust Advisors
21
First Trust Advisors
Illinois
$2.24M +$554K +22,524 +33%
SMC
22
Smith, Moore & Co
Missouri
$2.05M +$86.7K +3,526 +4%
MYIA
23
Mount Yale Investment Advisors
Colorado
$1.89M +$1.86M +75,539 New
Raymond James Financial
24
Raymond James Financial
Florida
$1.79M +$274K +11,142 +18%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.7M +$20K +813 +1%

PDX Hedge Fund Activity: Q3 2025 in Review

88 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q3 2025, worth a combined $560M — up 1.4% from $552M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PDX positions and 10 closed out — a net gain of 5 holders — while 35 added to existing stakes and 17 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $2.59M. The largest seller was Cohen & Steers, cutting an estimated $3.78M.

  • 88 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q3 2025, up from 83 in Q2 2025.
  • Funds reported $560M of PIMCO Dynamic Income Strategy Fund stock for Q3 2025, up 1.4% quarter-over-quarter.
  • 15 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q3 2025 and 10 closed out, a net change of +5 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q3 2025 was Toronto Dominion Bank, an estimated $2.59M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q3 2025 was Cohen & Steers, an estimated $3.78M sold.

Based on aggregated 13F filings for Q3 2025.