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PDX

PIMCO Dynamic Income Strategy Fund

101 hedge funds and large institutions have $484M invested in PIMCO Dynamic Income Strategy Fund in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

19% more capital invested

Capital invested by funds: $406M → $484M (+$77.5M)

7% more funds holding

Funds holding: 94101 (+7)

0.78% more ownership

Funds ownership: 48.29%49.06% (+0.78%)

Holders
101
Holders Change
+7
Holders Change %
+7.45%
% of All Funds
1.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
19
Increased
35
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$142M -$7.71M -380,043 -6%
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$27.6M -$1.06M -52,373 -4%
RCM
3
Rivernorth Capital Management
Florida
$25.1M -$9.34M -460,415 -29%
Cohen & Steers
4
Cohen & Steers
New York
$22.5M +$1.2M +59,000 +6%
UBS Group
5
UBS Group
Switzerland
$22.1M +$751K +37,059 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$21.6M +$372K +18,343 +2%
Wells Fargo
7
Wells Fargo
California
$21M +$1.57M +77,493 +9%
Morgan Stanley
8
Morgan Stanley
New York
$20.2M +$3.77M +186,037 +26%
WJWM
9
Williams Jones Wealth Management
New York
$18.8M -$204K -10,039 -1%
PAIM
10
Punch & Associates Investment Management
Minnesota
$18.8M -$4.12M -203,276 -19%
Bank of America
11
Bank of America
North Carolina
$17M +$3.03M +149,447 +24%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.6M -$1.33M -65,451 -8%
AC
13
Almitas Capital
California
$11.9M +$7.91M +390,232 +258%
HCM
14
Hollencrest Capital Management
California
$10.7M +$64.6K +3,188 +0.7%
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$8.58M +$7.88M +388,722 New
COLIM
16
City of London Investment Management
United Kingdom
$7.92M
AAM
17
Advisors Asset Management
Colorado
$7.48M +$367K +18,112 +6%
Stifel Financial
18
Stifel Financial
Missouri
$7.32M -$2.19M -108,049 -25%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.51M +$1.13M +55,735 +29%
ACM
20
Altium Capital Management
New York
$3.48M +$136K +6,693 +4%
Raymond James Financial
21
Raymond James Financial
Florida
$3.29M +$1.75M +86,418 +137%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$2.94M -$232K -11,452 -8%
First Trust Advisors
23
First Trust Advisors
Illinois
$2.63M +$318K +15,705 +15%
RC
24
Rareview Capital
Nevada
$2.22M +$314K +15,494 +21%
CL
25
Choreo LLC
Illinois
$1.98M -$168K -8,288 -8%

PDX Hedge Fund Activity: Q1 2026 in Review

101 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q1 2026, worth a combined $484M — up 19% from $406M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PDX positions and 11 closed out — a net gain of 8 holders — while 35 added to existing stakes and 27 trimmed.

The largest buyer was Almitas Capital, adding an estimated $7.91M. The largest seller was Rivernorth Capital Management, cutting an estimated $9.34M.

  • 101 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q1 2026, up from 94 in Q4 2025.
  • Funds reported $484M of PIMCO Dynamic Income Strategy Fund stock for Q1 2026, up 19% quarter-over-quarter.
  • 19 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q1 2026 and 11 closed out, a net change of +8 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q1 2026 was Almitas Capital, an estimated $7.91M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q1 2026 was Rivernorth Capital Management, an estimated $9.34M sold.

Based on aggregated 13F filings for Q1 2026.