We are live on ! Find out more
PDX

PIMCO Dynamic Income Strategy Fund

94 hedge funds and large institutions have $406M invested in PIMCO Dynamic Income Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

7% more funds holding

Funds holding: 8894 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.95% less ownership

Funds ownership: 50.23%48.29% (-1.9%)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

27% less capital invested

Capital invested by funds: $560M → $406M (-$154M)

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
23
Reduced
28
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$128M -$15.2M -693,077 -9%
RCM
2
Rivernorth Capital Management
Florida
$30M +$155K +7,057 +0.4%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$24.5M -$5.79M -264,170 -17%
PAIM
4
Punch & Associates Investment Management
Minnesota
$19.8M -$128K -5,814 -0.5%
Cohen & Steers
5
Cohen & Steers
New York
$18.1M -$2M -90,987 -9%
UBS Group
6
UBS Group
Switzerland
$18.1M -$1.32M -60,330 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$18M -$448K -20,420 -2%
Wells Fargo
8
Wells Fargo
California
$16.5M +$500K +22,803 +3%
WJWM
9
Williams Jones Wealth Management
New York
$16.2M -$2.61M -119,207 -12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$14.5M -$2.23M -101,844 -12%
Morgan Stanley
11
Morgan Stanley
New York
$13.7M -$144K -6,553 -0.9%
Bank of America
12
Bank of America
North Carolina
$11.7M +$866K +39,493 +7%
HCM
13
Hollencrest Capital Management
California
$9.04M +$103K +4,690 +1%
Stifel Financial
14
Stifel Financial
Missouri
$8.26M -$2.6M -118,595 -21%
COLIM
15
City of London Investment Management
United Kingdom
$6.74M +$521K +23,734 +7%
AAM
16
Advisors Asset Management
Colorado
$6.03M +$385K +17,556 +6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.65M +$383K +17,437 +10%
AC
18
Almitas Capital
California
$2.84M +$3.32M +151,260 New
ACM
19
Altium Capital Management
New York
$2.84M +$3.31M +151,007 New
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$2.72M +$3.17M +144,507 New
First Trust Advisors
21
First Trust Advisors
Illinois
$1.94M +$296K +13,506 +15%
RC
22
Rareview Capital
Nevada
$1.84M +$277K +12,646 +20%
CL
23
Choreo LLC
Illinois
$1.83M -$466K -21,241 -18%
1CP
24
1607 Capital Partners
Virginia
$1.72M +$1.54M +70,000 +325%
MYIA
25
Mount Yale Investment Advisors
Colorado
$1.65M

PDX Hedge Fund Activity: Q4 2025 in Review

94 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q4 2025, worth a combined $406M — down 27% from $560M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PDX positions and 16 closed out — a net gain of 6 holders — while 23 added to existing stakes and 28 trimmed.

The largest buyer was Almitas Capital, opening a new position worth an estimated $3.32M. The largest seller was Saba Capital Management, cutting an estimated $15.2M.

  • 94 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q4 2025, up from 88 in Q3 2025.
  • Funds reported $406M of PIMCO Dynamic Income Strategy Fund stock for Q4 2025, down 27% quarter-over-quarter.
  • 22 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q4 2025 and 16 closed out, a net change of +6 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q4 2025 was Almitas Capital, an estimated $3.32M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q4 2025 was Saba Capital Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2025.