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PFL

PIMCO Income Strategy Fund

73 hedge funds and large institutions have $58.5M invested in PIMCO Income Strategy Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

1.15% less ownership

Funds ownership: 16.46%15.31% (-1.2%)

3% less funds holding

Funds holding: 7573 (-2)

5% less capital invested

Capital invested by funds: $61.6M → $58.5M (-$3.13M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
27
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$339K +$9.29K +1,101 +3%
KAS
27
Kestra Advisory Services
Texas
$283K +$158K +18,780 +130%
GWM
28
Geneos Wealth Management
Colorado
$281K -$9.53K -1,129 -3%
KWM
29
Kingsview Wealth Management
Oregon
$251K -$27.4K -3,242 -10%
Mariner
30
Mariner
Kansas
$245K -$12.3K -1,453 -5%
EFG
31
Elm3 Financial Group
Georgia
$236K -$1.18K -140 -0.5%
TWC
32
TD Waterhouse Canada
Ontario, Canada
$211K
SWP
33
Stratos Wealth Partners
Ohio
$204K +$5.75K +681 +3%
SG
34
StoneX Group
New York
$197K -$21.2K -2,508 -10%
SRC
35
Shufro Rose & Co
New York
$194K
AIA
36
Armor Investment Advisors
North Carolina
$188K
PI
37
PFG Investments
New York
$183K
CPRC
38
Consolidated Portfolio Review Corp
New York
$170K -$18.5K -2,195 -10%
WWM
39
Western Wealth Management
Colorado
$168K -$6.78K -803 -4%
Lido Advisors
40
Lido Advisors
California
$162K -$10K -1,185 -6%
WIM
41
WealthPlan Investment Management
Nebraska
$155K +$4.37K +518 +3%
AG
42
AmeriFlex Group
Nevada
$152K +$75.4K +8,939 +100%
UBS Group
43
UBS Group
Switzerland
$151K +$2.26K +268 +2%
SFS
44
Sowell Financial Services
Arkansas
$142K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$141K +$11.9K +1,410 +9%
DADC
46
D.A. Davidson & Co
Montana
$139K +$42.7K +5,063 +45%
EW
47
Element Wealth
Mississippi
$135K +$346 +41 +0.3%
TF
48
Tudor Financial
Ohio
$134K +$354 +42 +0.3%
Jane Street
49
Jane Street
New York
$131K -$59.3K -7,025 -31%
SF
50
Synovus Financial
Georgia
$129K -$270K -32,053 -68%

PFL Hedge Fund Activity: Q3 2025 in Review

73 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q3 2025, worth a combined $58.5M — down 5.1% from $61.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PFL and 9 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 27 added.

The largest buyer was Wells Fargo, adding an estimated $3.37M. The largest seller was Rivernorth Capital Management, cutting an estimated $8.02M.

  • 73 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q3 2025, down from 75 in Q2 2025.
  • Funds reported $58.5M of PIMCO Income Strategy Fund stock for Q3 2025, down 5.1% quarter-over-quarter.
  • 9 funds opened new PIMCO Income Strategy Fund positions in Q3 2025 and 10 closed out, a net change of -1 holder.
  • The largest PIMCO Income Strategy Fund buyer in Q3 2025 was Wells Fargo, an estimated $3.37M added.
  • The largest PIMCO Income Strategy Fund seller in Q3 2025 was Rivernorth Capital Management, an estimated $8.02M sold.

Based on aggregated 13F filings for Q3 2025.