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PFL

PIMCO Income Strategy Fund

78 hedge funds and large institutions have $65.4M invested in PIMCO Income Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $58.5M → $65.4M (+$6.98M)

7% more funds holding

Funds holding: 7378 (+5)

2% more ownership

Funds ownership: 15.31%17.31% (+2%)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
26
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
Integrity Alliance
Iowa
$124K +$868 +103 +0.7%
TF
52
Tudor Financial
Ohio
$124K -$8.24K -977 -6%
Mariner
53
Mariner
Kansas
$117K -$126K -14,931 -52%
Jane Street
54
Jane Street
New York
$106K -$24K -2,841 -18%
SC
55
Scotia Capital
Ontario, Canada
$99K +$99.1K +11,748 New
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$97.3K
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$96.6K +$96.6K +11,454 New
AWM
58
Apollon Wealth Management
South Carolina
$94.4K
SWP
59
Semus Wealth Partners
Florida
$85.9K
AG
60
AmeriFlex Group
Nevada
$75.4K -$75.4K -8,939 -50%
ACM
61
Anfield Capital Management
California
$56.2K
CA
62
CoreCap Advisors
Michigan
$54.3K -$35.1K -4,160 -39%
HWP
63
Highline Wealth Partners
California
$35.8K +$32.9K +3,900 +1,114%
AF
64
Allworth Financial
California
$34.6K
IAIM
65
International Assets Investment Management
Florida
$28.9K +$28.9K +3,425 New
CT
66
Caldwell Trust
Florida
$12.6K
SWP
67
Strategic Wealth Partners
Ohio
$12.2K
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$12.1K +$1.19K +141 +11%
CAM
69
Costello Asset Management
Pennsylvania
$9.84K -$5.9K -700 -37%
AssetMark Inc
70
AssetMark Inc
California
$9.27K +$9.27K +1,100 New
FFL
71
Financial Freedom LLC
Ohio
$7.6K +$228 +27 +3%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$7.09K -$1.8K -213 -20%
Comerica Bank
73
Comerica Bank
Texas
$6.15K
TRCT
74
Tower Research Capital (TRC)
New York
$5.02K +$5.02K +595 New
AF
75
Advisornet Financial
Minnesota
$4.21K +$4.22K +500 New

PFL Hedge Fund Activity: Q4 2025 in Review

78 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q4 2025, worth a combined $65.4M — up 12% from $58.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PFL positions and 5 closed out — a net gain of 8 holders — while 26 added to existing stakes and 25 trimmed.

The largest buyer was Ameriprise, adding an estimated $3.25M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $2.82M sold.

  • 78 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q4 2025, up from 73 in Q3 2025.
  • Funds reported $65.4M of PIMCO Income Strategy Fund stock for Q4 2025, up 12% quarter-over-quarter.
  • 13 funds opened new PIMCO Income Strategy Fund positions in Q4 2025 and 5 closed out, a net change of +8 holders.
  • The largest PIMCO Income Strategy Fund buyer in Q4 2025 was Ameriprise, an estimated $3.25M added.
  • The largest PIMCO Income Strategy Fund seller in Q4 2025 was Rivernorth Capital Management, an estimated $2.82M sold.

Based on aggregated 13F filings for Q4 2025.