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PFL

PIMCO Income Strategy Fund

87 hedge funds and large institutions have $64.6M invested in PIMCO Income Strategy Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

12% more funds holding

Funds holding: 7887 (+9)

0.64% more ownership

Funds ownership: 17.31%17.94% (+0.64%)

1% less capital invested

Capital invested by funds: $65.4M → $64.6M (-$802K)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
87
Holders Change
+9
Holders Change %
+11.54%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
32
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.64M -$232K -28,027 -3%
Ameriprise
2
Ameriprise
Minnesota
$6.44M +$709K +85,589 +12%
Morgan Stanley
3
Morgan Stanley
New York
$4.71M +$291K +35,174 +6%
IFG
4
Independent Financial Group
California
$4.4M -$76.1K -9,181 -2%
HWM
5
Hohimer Wealth Management
Washington
$3.48M +$1.48M +178,297 +69%
LPL Financial
6
LPL Financial
California
$3.36M -$645K -77,843 -16%
Wells Fargo
7
Wells Fargo
California
$3.29M -$37.8K -4,557 -1%
Invesco
8
Invesco
Georgia
$2.65M +$117K +14,091 +4%
GA
9
GraniteShares Advisors
New York
$2.33M -$276K -33,364 -10%
Stifel Financial
10
Stifel Financial
Missouri
$2.21M +$167K +20,195 +8%
CF
11
Centaurus Financial
California
$2.04M +$6.13K +740 +0.3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.88M +$271K +32,669 +16%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.88M +$15.2K +1,839 +0.8%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.72M +$340K +41,040 +24%
Bank of America
15
Bank of America
North Carolina
$1.64M +$1.67K +201 +0.1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.58M -$457K -55,176 -22%
PFPG
17
Pinnacle Financial Partners (Georgia)
Georgia
$1.13M +$65.9K +7,955 +6%
HKAM
18
Horizon Kinetics Asset Management
New York
$746K
Truist Financial
19
Truist Financial
North Carolina
$739K +$3.01K +363 +0.4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$706K -$10.9K -1,311 -1%
NA
21
NewEdge Advisors
Louisiana
$637K -$91.1K -11,000 -12%
NWA
22
Navis Wealth Advisors
New York
$549K +$569K +68,651 New
Raymond James Financial
23
Raymond James Financial
Florida
$475K +$27.5K +3,316 +6%
CCG
24
Cypress Capital Group
Florida
$466K
KAS
25
Kestra Advisory Services
Texas
$430K +$36.9K +4,456 +9%