PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

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
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$2.69M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.82M
3
Ameriprise
Ameriprise
Minnesota
+$1.54M
4
JWCA
J.W. Cole Advisors
Florida
+$534K
5
CF
Centaurus Financial
California
+$249K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$653K
2
RAM
Readystate Asset Management
Illinois
-$261K
3
TSS
Two Sigma Securities
New York
-$129K
4
MFS
Miller Financial Services
Michigan
-$93.2K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$90.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
Integrity Alliance
Iowa
$128K +$37.9K +4,412 +42%
XT
52
XTX Topco
Cayman Islands
$119K +$119K +13,783 New
FAG
53
Fortitude Advisory Group
Washington
$112K +$6.6K +821 +6%
KAS
54
Kestra Advisory Services
Texas
$103K -$19.1K -2,221 -16%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$102K +$16K +1,863 +19%
Jane Street
56
Jane Street
New York
$93.8K +$93.8K +10,909 New
CA
57
CoreCap Advisors
Michigan
$87.5K – – –
SFC
58
Strategic Financial Concepts
Texas
$86K +$86K +10,000 New
AG
59
AmeriFlex Group
Nevada
$76.9K – – –
ACM
60
Anfield Capital Management
California
$57.4K – – –
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$50.2K +$26.8K +3,139 +115%
TSMHT
62
Thurston Springer Miller Herd & Titak
Indiana
$17.2K – – –
CAM
63
Costello Asset Management
Pennsylvania
$15.5K +$15.5K +1,804 New
SIS
64
Sound Income Strategies
Florida
$9.22K +$267 +31 +3%
Comerica Bank
65
Comerica Bank
Texas
$6.28K – – –
EC
66
Elequin Capital
New York
$5.51K +$5.51K +641 New
KFI
67
Key Financial Inc
Pennsylvania
$4.2K – – –
FIA
68
FNY Investment Advisers
New York
$4K – – –
RAM
69
Readystate Asset Management
Illinois
– -$261K -31,116 Closed
TSS
70
Two Sigma Securities
New York
– -$129K -15,360 Closed
MFS
71
Miller Financial Services
Michigan
– -$93.2K -11,126 Closed
VHAM
72
Van Hulzen Asset Management
California
– -$58.7K -7,000 Closed
RCM
73
Raleigh Capital Management
North Carolina
– -$13.2K -1,575 Closed
SAM
74
Synergy Asset Management
Washington
– -$9.43K -1,100 Closed
SPIA
75
Steward Partners Investment Advisory
New York
– -$4.39K -524 Closed
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