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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
SFS
51
Sowell Financial Services
Arkansas
$133K
EW
52
Element Wealth
Mississippi
$123K +$3.34K +403 +3%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$121K
TF
54
Tudor Financial
Ohio
$118K
IA
55
Integrity Alliance
Iowa
$115K -$3.29K -397 -3%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$93.9K +$2.39K +288 +3%
SC
57
Scotia Capital
Ontario, Canada
$92.6K -$1.44K -174 -1%
Mariner
58
Mariner
Kansas
$91K -$20.6K -2,487 -18%
AWM
59
Apollon Wealth Management
South Carolina
$89.6K
IAS
60
Integrity Advisory Solutions
Texas
$86.4K +$89.5K +10,803 New
SWP
61
Semus Wealth Partners
Florida
$81.2K -$340 -41 -0.4%
SC
62
Shay Capital
New York
$80.8K +$83.7K +10,100 New
SFC
63
Sprinkle Financial Consultants
Colorado
$80K +$82.9K +10,000 New
AG
64
AmeriFlex Group
Nevada
$71.5K
CA
65
CoreCap Advisors
Michigan
$66.8K +$15.7K +1,900 +29%
Barclays
66
Barclays
United Kingdom
$64K +$66.3K +8,000 New
ACM
67
Anfield Capital Management
California
$53.4K
HWP
68
Highline Wealth Partners
California
$34K
AF
69
Allworth Financial
California
$32.8K
IAIM
70
International Assets Investment Management
Florida
$28.7K +$1.13K +136 +4%
GSEP
71
Golden State Equity Partners
California
$20K +$20.7K +2,500 New
CT
72
Caldwell Trust
Florida
$12K
SWP
73
Strategic Wealth Partners
Ohio
$11.6K
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$11.5K
CAM
75
Costello Asset Management
Pennsylvania
$9.62K +$282 +34 +3%