PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

72 hedge funds and large institutions have $56.6M invested in PIMCO Income Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
29
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$968K
2
LPL Financial
LPL Financial
California
+$893K
3
GC
Guggenheim Capital
Illinois
+$693K
4
CCG
Cypress Capital Group
Florida
+$485K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$373K

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$2.26M
2
Ameriprise
Ameriprise
Minnesota
-$494K
3
AWM
Apollon Wealth Management
South Carolina
-$485K
4
Morgan Stanley
Morgan Stanley
New York
-$353K
5
Stifel Financial
Stifel Financial
Missouri
-$226K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$10.7M +$46.9K +5,623 +0.4%
GC
2
Guggenheim Capital
Illinois
$7.23M +$693K +83,095 +11%
Morgan Stanley
3
Morgan Stanley
New York
$3.79M -$353K -42,299 -9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.57M +$968K +116,055 +37%
CF
5
Centaurus Financial
California
$2.99M +$156K +18,759 +6%
LPL Financial
6
LPL Financial
California
$2.96M +$893K +107,017 +43%
Invesco
7
Invesco
Georgia
$2.65M +$84.8K +10,168 +3%
Ameriprise
8
Ameriprise
Minnesota
$1.96M -$494K -59,142 -20%
Stifel Financial
9
Stifel Financial
Missouri
$1.93M -$226K -27,110 -10%
Bank of America
10
Bank of America
North Carolina
$1.74M +$88.9K +10,656 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.54M +$149K +17,871 +11%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.46M -$61.1K -7,295 -4%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.21M +$373K +44,717 +45%
HKAM
14
Horizon Kinetics Asset Management
New York
$1.12M -$5.51K -661 -0.5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.11M +$76.4K +9,157 +7%
NA
16
NewEdge Advisors
Louisiana
$787K +$61.7K +7,400 +9%
Truist Financial
17
Truist Financial
North Carolina
$709K -$6.76K -811 -0.9%
CCG
18
Cypress Capital Group
Florida
$485K +$485K +58,213 New
JWCA
19
J.W. Cole Advisors
Florida
$483K -$34.7K -4,156 -7%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$435K -$359 -43 -0.1%
SF
21
Synovus Financial
Georgia
$393K -$9.23K -1,107 -2%
Raymond James Financial
22
Raymond James Financial
Florida
$357K +$23.9K +2,864 +7%
SFS
23
Shaker Financial Services
Virginia
$312K +$312K +37,026 New
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$291K +$291K +34,931 New
GWM
25
Geneos Wealth Management
Colorado
$285K -$63.3K -7,593 -18%
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