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PFL

PIMCO Income Strategy Fund
PFL

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: 73 → 78 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$3.25M
2
GA
GraniteShares Advisors
New York
+$2.74M
3
HWM
Hohimer Wealth Management
Washington
+$2.07M
4
GC
Guggenheim Capital
Illinois
+$1.58M
5
LPL Financial
LPL Financial
California
+$647K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$2.82M
2
CF
Centaurus Financial
California
-$842K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$466K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$335K
5
CPRC
Consolidated Portfolio Review Corp
New York
-$170K
Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
76
Key Financial Inc
Pennsylvania
$4.11K – – –
FIA
77
FNY Investment Advisers
New York
$4K – – –
FFA
78
Farther Finance Advisors
California
$1.14K +$1.15K +136 New
RCM
79
Rivernorth Capital Management
Florida
– -$2.82M -331,520 Closed
CPRC
80
Consolidated Portfolio Review Corp
New York
– -$170K -19,911 Closed
WIM
81
WealthPlan Investment Management
Nebraska
– -$155K -18,232 Closed
JSAM
82
J. Safra Asset Management
New York
– -$5.11K -600 Closed
ASN
83
Advisory Services Network
Georgia
– -$3.82K -448 Closed
1 2 3
4

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.