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PFL

PIMCO Income Strategy Fund

78 hedge funds and large institutions have $65.4M invested in PIMCO Income Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $58.5M → $65.4M (+$6.98M)

7% more funds holding

Funds holding: 7378 (+5)

2% more ownership

Funds ownership: 15.31%17.31% (+2%)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
26
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$443K +$165K +19,533 +59%
JWCA
27
J.W. Cole Advisors
Florida
$442K -$15.2K -1,800 -3%
KAS
28
Kestra Advisory Services
Texas
$416K +$135K +16,044 +48%
SOS
29
Silver Oak Securities
Tennessee
$405K +$403K +47,843 New
SA
30
Sanctuary Advisors
Indiana
$345K +$9.51K +1,128 +3%
SG
31
StoneX Group
New York
$338K +$143K +16,903 +74%
EFG
32
Elm3 Financial Group
Georgia
$231K -$2.17K -258 -0.9%
TWC
33
TD Waterhouse Canada
Ontario, Canada
$210K
SWP
34
Stratos Wealth Partners
Ohio
$208K +$5.86K +695 +3%
SRC
35
Shufro Rose & Co
New York
$203K +$12.6K +1,500 +7%
DADC
36
D.A. Davidson & Co
Montana
$202K +$64.8K +7,685 +47%
TSS
37
Two Sigma Securities
New York
$198K +$198K +23,539 New
PI
38
PFG Investments
New York
$198K +$16.9K +2,000 +9%
AIA
39
Armor Investment Advisors
North Carolina
$183K -$3.22K -382 -2%
BPA
40
Beacon Pointe Advisors
California
$174K +$174K +20,605 New
FAG
41
Fortitude Advisory Group
Washington
$173K +$55.3K +6,560 +47%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$169K +$29.1K +3,446 +21%
BlackRock
43
BlackRock
New York
$167K +$150K +17,832 +923%
Lido Advisors
44
Lido Advisors
California
$162K
KWM
45
Kingsview Wealth Management
Oregon
$155K -$93K -11,033 -37%
WWM
46
Western Wealth Management
Colorado
$155K -$11.7K -1,393 -7%
UBS Group
47
UBS Group
Switzerland
$144K -$4.64K -550 -3%
SFS
48
Sowell Financial Services
Arkansas
$140K
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$127K +$127K +15,095 New
EW
50
Element Wealth
Mississippi
$126K -$7.23K -857 -5%

PFL Hedge Fund Activity: Q4 2025 in Review

78 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q4 2025, worth a combined $65.4M — up 12% from $58.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PFL positions and 5 closed out — a net gain of 8 holders — while 26 added to existing stakes and 25 trimmed.

The largest buyer was Ameriprise, adding an estimated $3.25M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $2.82M sold.

  • 78 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q4 2025, up from 73 in Q3 2025.
  • Funds reported $65.4M of PIMCO Income Strategy Fund stock for Q4 2025, up 12% quarter-over-quarter.
  • 13 funds opened new PIMCO Income Strategy Fund positions in Q4 2025 and 5 closed out, a net change of +8 holders.
  • The largest PIMCO Income Strategy Fund buyer in Q4 2025 was Ameriprise, an estimated $3.25M added.
  • The largest PIMCO Income Strategy Fund seller in Q4 2025 was Rivernorth Capital Management, an estimated $2.82M sold.

Based on aggregated 13F filings for Q4 2025.