PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

72 hedge funds and large institutions have $56.6M invested in PIMCO Income Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
29
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.57M
2
LPL Financial
LPL Financial
California
$2.96M
3
GC
Guggenheim Capital
Illinois
$7.23M
4
CCG
Cypress Capital Group
Florida
$485K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.21M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
$0
2
Ameriprise
Ameriprise
Minnesota
$1.96M
3
AWM
Apollon Wealth Management
South Carolina
$93.4K
4
Morgan Stanley
Morgan Stanley
New York
$3.79M
5
Stifel Financial
Stifel Financial
Missouri
$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
26
Kingsview Wealth Management
Oregon
$273K +$7.82K +937 +3%
Mariner
27
Mariner
Kansas
$252K +$12.4K +1,486 +5%
HA
28
Herold Advisors
New York
$240K +$240K +28,780 New
EFG
29
Elm3 Financial Group
Georgia
$232K +$49.6K +5,948 +27%
Wells Fargo
30
Wells Fargo
California
$232K -$37.2K -4,456 -14%
BlackRock
31
BlackRock
New York
$224K +$32.2K +3,864 +17%
SG
32
StoneX Group
New York
$213K -$46.4K -5,547 -18%
SIMG
33
Sonora Investment Management Group
Arizona
$209K – – –
TWC
34
TD Waterhouse Canada
Ontario, Canada
$207K -$8.35K -1,000 -4%
SRC
35
Shufro Rose & Co
New York
$194K – – –
SWP
36
Stratos Wealth Partners
Ohio
$194K +$11K +1,324 +6%
Jane Street
37
Jane Street
New York
$187K +$95.9K +11,504 +105%
AIA
38
Armor Investment Advisors
North Carolina
$184K – – –
CPRC
39
Consolidated Portfolio Review Corp
New York
$184K -$11.5K -1,374 -6%
PI
40
PFG Investments
New York
$179K – – –
WWM
41
Western Wealth Management
Colorado
$171K +$1.83K +219 +1%
Lido Advisors
42
Lido Advisors
California
$168K – – –
EH
43
Equitable Holdings
New York
$156K +$156K +18,749 New
MWA
44
Moser Wealth Advisors
Washington
$154K -$63.6K -7,620 -29%
SWP
45
Semus Wealth Partners
Florida
$151K -$11.8K -1,420 -7%
WIM
46
WealthPlan Investment Management
Nebraska
$148K +$4.2K +503 +3%
UBS Group
47
UBS Group
Switzerland
$145K +$192 +23 +0.1%
SFS
48
Sowell Financial Services
Arkansas
$139K – – –
EW
49
Element Wealth
Mississippi
$131K +$133 +16 +0.1%
TF
50
Tudor Financial
Ohio
$130K +$475 +57 +0.4%
1
2
3 4