PIMCO Income Strategy Fund
PFL
71 hedge funds and large institutions have $62.8M invested in PIMCO Income Strategy Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 8 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 12
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
16% more capital invested
Capital invested by funds: $54.2M → $62.8M (+$8.58M)
2.35% more ownership
Funds ownership: 18.29% → 20.65% (+2.4%)
1% more funds holding
Funds holding: 70 → 71 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.66M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.52M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$527K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$246K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$645K |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
-$279K |
| 3 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
-$261K |
| 4 |
TSS
Two Sigma Securities
New York
|
-$129K |
| 5 |
MFS
Miller Financial Services
Marshall,
Michigan
|
-$93.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCM
76
Raleigh Capital Management
Cary,
North Carolina
| – | -$13.2K | -1,575 | Closed |
|
|
SAM
77
Synergy Asset Management
Vancouver,
Washington
| – | -$9.43K | -1,100 | Closed |
|
|
SPIA
78
Steward Partners Investment Advisory
New York
| – | -$4.39K | -524 | Closed |
|
79
Fidelity Investments
Boston,
Massachusetts
| – | -$8 | -1 | Closed |
|
PFL Hedge Fund Activity: Q1 2025 in Review
71 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q1 2025, worth a combined $62.8M — up 16% from $54.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PFL positions and 8 closed out — a net gain of 2 holders — while 32 added to existing stakes and 12 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $2.66M. The largest seller was Osaic Holdings, cutting an estimated $645K.
- 71 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q1 2025, up from 70 in Q4 2024.
- Funds reported $62.8M of PIMCO Income Strategy Fund stock for Q1 2025, up 16% quarter-over-quarter.
- 10 funds opened new PIMCO Income Strategy Fund positions in Q1 2025 and 8 closed out, a net change of +2 holders.
- The largest PIMCO Income Strategy Fund buyer in Q1 2025 was Guggenheim Capital, an estimated $2.66M added.
- The largest PIMCO Income Strategy Fund seller in Q1 2025 was Osaic Holdings, an estimated $645K sold.
Based on aggregated 13F filings for Q1 2025.