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PDX

PIMCO Dynamic Income Strategy Fund

106 hedge funds and large institutions have $450M invested in PIMCO Dynamic Income Strategy Fund in 2026 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

5% more funds holding

Funds holding: 101106 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.66% less ownership

Funds ownership: 49.06%48.41% (-0.66%)

7% less capital invested

Capital invested by funds: $484M → $450M (-$33.5M)

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
36
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
$134M
RCM
2
Rivernorth Capital Management
Florida
$22.9M -$784K -37,088 -3%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$22.8M -$3.34M -158,273 -13%
Wells Fargo
4
Wells Fargo
California
$21.8M +$1.98M +93,587 +10%
Cohen & Steers
5
Cohen & Steers
New York
$21.3M
UBS Group
6
UBS Group
Switzerland
$21.2M +$354K +16,750 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$20.9M +$503K +23,788 +2%
Morgan Stanley
8
Morgan Stanley
New York
$18.3M -$749K -35,462 -4%
WJWM
9
Williams Jones Wealth Management
New York
$17.4M -$338K -15,982 -2%
Bank of America
10
Bank of America
North Carolina
$16.5M +$454K +21,497 +3%
PAIM
11
Punch & Associates Investment Management
Minnesota
$14.6M -$3.19M -151,036 -18%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$14.5M -$298K -14,097 -2%
AC
13
Almitas Capital
California
$11.4M +$169K +8,003 +1%
HCM
14
Hollencrest Capital Management
California
$10.2M +$107K +5,065 +1%
Stifel Financial
15
Stifel Financial
Missouri
$8.09M +$1.21M +57,095 +17%
AAM
16
Advisors Asset Management
Colorado
$7.12M +$58.8K +2,784 +0.8%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$6.43M -$1.68M -79,731 -21%
COLIM
18
City of London Investment Management
United Kingdom
$5.48M -$2.02M -95,493 -27%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.05M -$157K -7,420 -3%
Raymond James Financial
20
Raymond James Financial
Florida
$3.74M +$645K +30,510 +20%
ACM
21
Altium Capital Management
New York
$3.28M
First Trust Advisors
22
First Trust Advisors
Illinois
$2.43M -$44.6K -2,112 -2%
RC
23
Rareview Capital
Nevada
$2.43M +$184K +8,714 +10%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$2.36M -$420K -19,872 -15%
SMC
25
Smith, Moore & Co
Missouri
$1.85M +$23.4K +1,108 +1%

PDX Hedge Fund Activity: Q2 2026 in Review

106 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q2 2026, worth a combined $450M — down 6.9% from $484M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PDX positions and 10 closed out — a net gain of 6 holders — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.98M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $3.34M.

  • 106 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q2 2026, up from 101 in Q1 2026.
  • Funds reported $450M of PIMCO Dynamic Income Strategy Fund stock for Q2 2026, down 6.9% quarter-over-quarter.
  • 16 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q2 2026 and 10 closed out, a net change of +6 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q2 2026 was Wells Fargo, an estimated $1.98M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q2 2026 was Thomas J. Herzfeld Advisors, an estimated $3.34M sold.

Based on aggregated 13F filings for Q2 2026.