PFL

PIMCO Income Strategy Fund

73 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
73
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$128K
EC
52
Elequin Capital
New York
$128K
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$126K
KAS
54
Kestra Advisory Services
Texas
$121K
FAG
55
Fortitude Advisory Group
Washington
$116K
IA
56
Integrity Alliance
Iowa
$94.1K
DADC
57
D.A. Davidson & Co
Montana
$93.8K
AWM
58
Apollon Wealth Management
South Carolina
$93.4K
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$91.5K
SFC
60
Strategic Financial Concepts
Texas
$85.1K
AG
61
AmeriFlex Group
Nevada
$74.5K
CA
62
CoreCap Advisors
Michigan
$74.3K
ACM
63
Anfield Capital Management
California
$55.6K
AF
64
Allworth Financial
California
$34.2K
TSMHT
65
Thurston Springer Miller Herd & Titak
Indiana
$16.7K
CAM
66
Costello Asset Management
Pennsylvania
$15.3K
CT
67
Caldwell Trust
Florida
$12.5K
TCOV
68
Trust Company of Vermont
Vermont
$11.7K
SWP
69
Strategic Wealth Partners
Ohio
$10K
Comerica Bank
70
Comerica Bank
Texas
$6.09K
KFI
71
Key Financial Inc
Pennsylvania
$4.07K
FIA
72
FNY Investment Advisers
New York
$4K
HI
73
Harbour Investments
Wisconsin
$3.54K
AWS
74
Atria Wealth Solutions
New York
FAIM
75
Financial Advocates Investment Management
Washington