We are live on ! Find out more
PFL

PIMCO Income Strategy Fund

73 hedge funds and large institutions have $58.5M invested in PIMCO Income Strategy Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

1.15% less ownership

Funds ownership: 16.46%15.31% (-1.2%)

3% less funds holding

Funds holding: 7573 (-2)

5% less capital invested

Capital invested by funds: $61.6M → $58.5M (-$3.13M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
27
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
Integrity Alliance
Iowa
$125K +$28.2K +3,340 +30%
FAG
52
Fortitude Advisory Group
Washington
$119K
SIMG
53
Sonora Investment Management Group
Arizona
$118K -$94.2K -11,170 -45%
HWM
54
Hohimer Wealth Management
Washington
$101K +$100K +11,904 New
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$97.3K +$4.22K +500 +5%
AWM
56
Apollon Wealth Management
South Carolina
$95.4K
CA
57
CoreCap Advisors
Michigan
$90.4K +$14.3K +1,700 +19%
SWP
58
Semus Wealth Partners
Florida
$86.8K -$66.8K -7,921 -44%
ACM
59
Anfield Capital Management
California
$56.8K
AF
60
Allworth Financial
California
$34.9K
BlackRock
61
BlackRock
New York
$16.5K -$210K -24,884 -93%
CAM
62
Costello Asset Management
Pennsylvania
$15.9K +$270 +32 +2%
CT
63
Caldwell Trust
Florida
$12.8K
SWP
64
Strategic Wealth Partners
Ohio
$12.3K +$2.11K +250 +21%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$11K +$10.9K +1,293 New
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$8.98K +$8.82K +1,046 New
FFL
67
Financial Freedom LLC
Ohio
$7.45K +$7.38K +875 New
Comerica Bank
68
Comerica Bank
Texas
$6.22K
JSAM
69
J. Safra Asset Management
New York
$5.11K +$5.06K +600 New
KFI
70
Key Financial Inc
Pennsylvania
$4.16K
FIA
71
FNY Investment Advisers
New York
$4K
ASN
72
Advisory Services Network
Georgia
$3.82K +$3.78K +448 New
HWP
73
Highline Wealth Partners
California
$2.98K +$2.95K +350 New
SFS
74
Shaker Financial Services
Virginia
-$312K -37,026 Closed
Balyasny Asset Management
75
Balyasny Asset Management
Illinois
-$291K -34,931 Closed

PFL Hedge Fund Activity: Q3 2025 in Review

73 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q3 2025, worth a combined $58.5M — down 5.1% from $61.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PFL and 9 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 27 added.

The largest buyer was Wells Fargo, adding an estimated $3.37M. The largest seller was Rivernorth Capital Management, cutting an estimated $8.02M.

  • 73 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q3 2025, down from 75 in Q2 2025.
  • Funds reported $58.5M of PIMCO Income Strategy Fund stock for Q3 2025, down 5.1% quarter-over-quarter.
  • 9 funds opened new PIMCO Income Strategy Fund positions in Q3 2025 and 10 closed out, a net change of -1 holder.
  • The largest PIMCO Income Strategy Fund buyer in Q3 2025 was Wells Fargo, an estimated $3.37M added.
  • The largest PIMCO Income Strategy Fund seller in Q3 2025 was Rivernorth Capital Management, an estimated $8.02M sold.

Based on aggregated 13F filings for Q3 2025.