PFL

PIMCO Income Strategy Fund

68 hedge funds and large institutions have $57.7M invested in PIMCO Income Strategy Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
31
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
26
Wells Fargo
California
$277K +$22.4K +2,607 +9%
KWM
27
Kingsview Wealth Management
Oregon
$273K +$7.76K +902 +3%
SG
28
StoneX Group
New York
$268K +$9.06K +1,050 +4%
Mariner
29
Mariner
Kansas
$247K -$36.4K -4,228 -13%
MWA
30
Moser Wealth Advisors
Washington
$224K +$2.71K +315 +1%
TWC
31
TD Waterhouse Canada
Ontario, Canada
$221K +$8.57K +1,000 +4%
SIMG
32
Sonora Investment Management Group
Arizona
$216K
CPRC
33
Consolidated Portfolio Review Corp
New York
$202K +$8.08K +940 +4%
BlackRock
34
BlackRock
New York
$197K +$197K +22,952 New
SRC
35
Shufro Rose & Co
New York
$194K
AIA
36
Armor Investment Advisors
North Carolina
$190K
SWP
37
Stratos Wealth Partners
Ohio
$189K +$189K +21,921 New
EFG
38
Elm3 Financial Group
Georgia
$188K -$27.5K -3,198 -13%
PI
39
PFG Investments
New York
$185K +$185K +21,500 New
FAIM
40
Financial Advocates Investment Management
Washington
$177K -$20.9K -2,433 -11%
WWM
41
Western Wealth Management
Colorado
$175K -$6.24K -725 -3%
Lido Advisors
42
Lido Advisors
California
$174K
SWP
43
Semus Wealth Partners
Florida
$168K -$56K -6,509 -25%
DADC
44
D.A. Davidson & Co
Montana
$155K +$15K +1,740 +11%
UBS Group
45
UBS Group
Switzerland
$149K -$1.65K -192 -1%
WIM
46
WealthPlan Investment Management
Nebraska
$148K +$4.19K +487 +3%
SFS
47
Sowell Financial Services
Arkansas
$143K +$143K +16,641 New
EW
48
Element Wealth
Mississippi
$135K +$2.17K +252 +2%
TF
49
Tudor Financial
Ohio
$134K +$473 +55 +0.4%
Creative Planning
50
Creative Planning
Kansas
$132K