PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

72 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
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
29
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$968K
2
LPL Financial
LPL Financial
California
+$893K
3
GC
Guggenheim Capital
Illinois
+$693K
4
CCG
Cypress Capital Group
Florida
+$485K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$373K

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$2.26M
2
Ameriprise
Ameriprise
Minnesota
-$494K
3
AWM
Apollon Wealth Management
South Carolina
-$485K
4
Morgan Stanley
Morgan Stanley
New York
-$353K
5
Stifel Financial
Stifel Financial
Missouri
-$226K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$128K – – –
EC
52
Elequin Capital
New York
$128K +$123K +14,695 +2,293%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$126K +$26.9K +3,230 +27%
KAS
54
Kestra Advisory Services
Texas
$121K +$21.2K +2,544 +21%
FAG
55
Fortitude Advisory Group
Washington
$116K – – –
IA
56
Integrity Alliance
Iowa
$94.1K -$30.1K -3,609 -24%
DADC
57
D.A. Davidson & Co
Montana
$93.8K -$56.7K -6,800 -38%
AWM
58
Apollon Wealth Management
South Carolina
$93.4K -$485K -58,213 -84%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$91.5K +$42.6K +5,127 +87%
SFC
60
Strategic Financial Concepts
Texas
$85.1K +$1.67K +200 +2%
AG
61
AmeriFlex Group
Nevada
$74.5K – – –
CA
62
CoreCap Advisors
Michigan
$74.3K -$10.6K -1,275 -13%
ACM
63
Anfield Capital Management
California
$55.6K – – –
AF
64
Allworth Financial
California
$34.2K +$34.2K +4,100 New
TSMHT
65
Thurston Springer Miller Herd & Titak
Indiana
$16.7K – – –
CAM
66
Costello Asset Management
Pennsylvania
$15.3K +$267 +32 +2%
TCOV
67
Trust Company of Vermont
Vermont
$11.7K +$11.7K +1,400 New
SWP
68
Strategic Wealth Partners
Ohio
$10K +$10K +1,199 New
Comerica Bank
69
Comerica Bank
Texas
$6.09K – – –
KFI
70
Key Financial Inc
Pennsylvania
$4.07K – – –
FIA
71
FNY Investment Advisers
New York
$4K – – –
HI
72
Harbour Investments
Wisconsin
$3.55K +$3.55K +425 New
AWS
73
Atria Wealth Solutions
New York
– -$2.26M -262,787 Closed
FAIM
74
Financial Advocates Investment Management
Washington
– -$177K -20,600 Closed
XT
75
XTX Topco
Cayman Islands
– -$119K -13,783 Closed
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