PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

68 hedge funds and large institutions have $57.7M invested in PIMCO Income Strategy Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
31
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$2.69M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.82M
3
Ameriprise
Ameriprise
Minnesota
+$1.54M
4
JWCA
J.W. Cole Advisors
Florida
+$534K
5
CF
Centaurus Financial
California
+$249K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$653K
2
RAM
Readystate Asset Management
Illinois
-$261K
3
TSS
Two Sigma Securities
New York
-$129K
4
MFS
Miller Financial Services
Michigan
-$93.2K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$90.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$11M – – –
GC
2
Guggenheim Capital
Illinois
$6.74M +$2.69M +313,344 +67%
Morgan Stanley
3
Morgan Stanley
New York
$4.27M +$5.69K +661 +0.1%
CF
4
Centaurus Financial
California
$2.92M +$249K +28,981 +9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.69M +$1.82M +211,854 +211%
Invesco
6
Invesco
Georgia
$2.64M +$25.8K +3,001 +1%
Ameriprise
7
Ameriprise
Minnesota
$2.53M +$1.54M +179,297 +156%
AWS
8
Atria Wealth Solutions
New York
$2.26M -$11.6K -1,354 -0.5%
Stifel Financial
9
Stifel Financial
Missouri
$2.22M +$76.3K +8,872 +4%
LPL Financial
10
LPL Financial
California
$2.13M +$63K +7,321 +3%
Bank of America
11
Bank of America
North Carolina
$1.7M +$107K +12,456 +7%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.56M -$653K -75,931 -29%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.44M +$126K +14,645 +10%
HKAM
14
Horizon Kinetics Asset Management
New York
$1.17M – – –
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.06M +$27K +3,142 +3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$858K +$131K +15,284 +18%
NA
17
NewEdge Advisors
Louisiana
$748K -$9.03K -1,050 -1%
Truist Financial
18
Truist Financial
North Carolina
$738K +$37.9K +4,411 +5%
AWM
19
Apollon Wealth Management
South Carolina
$597K – – –
JWCA
20
J.W. Cole Advisors
Florida
$534K +$534K +62,039 New
NWMP
21
Noble Wealth Management PBC
Colorado
$529K – – –
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$449K -$90.3K -10,484 -17%
SF
23
Synovus Financial
Georgia
$415K +$8.44K +981 +2%
GWM
24
Geneos Wealth Management
Colorado
$359K +$240K +27,951 +203%
Raymond James Financial
25
Raymond James Financial
Florida
$343K +$69.7K +8,104 +25%
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