PIMCO Income Strategy Fund
PFL
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.
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: 75 → 73 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.37M |
| 2 |
PFPT
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
+$995K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$836K |
| 4 |
LPL Financial
San Diego,
California
|
+$562K |
| 5 |
Morgan Stanley
New York
|
+$530K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$8.02M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.01M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$604K |
| 4 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$348K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$312K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HA
76
Herold Advisors
New York
| – | -$240K | -28,780 | Closed |
|
|
EH
77
Equitable Holdings
New York
| – | -$156K | -18,749 | Closed |
|
78
Creative Planning
Overland Park,
Kansas
| – | -$128K | -15,373 | Closed |
|
|
EC
79
Elequin Capital
New York
| – | -$128K | -15,336 | Closed |
|
|
SFC
80
Strategic Financial Concepts
San Antonio,
Texas
| – | -$85.1K | -10,200 | Closed |
|
|
TSMHT
81
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$16.7K | -2,000 | Closed |
|
|
TCOV
82
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$11.7K | -1,400 | Closed |
|
|
HI
83
Harbour Investments
Madison,
Wisconsin
| – | -$3.54K | -425 | 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.