PIMCO Income Strategy Fund
PFL
75 hedge funds and large institutions have $61.6M invested in PIMCO Income Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
68% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 19
6% more funds holding
Funds holding: 71 → 75 (+4)
2% less capital invested
Capital invested by funds: $62.6M → $61.6M (-$1.05M)
4.13% less ownership
Funds ownership: 20.59% → 16.46% (-4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$957K |
| 2 |
LPL Financial
San Diego,
California
|
+$882K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$685K |
| 4 |
CCG
Cypress Capital Group
Palm Beach,
Florida
|
+$480K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$369K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$2.26M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$488K |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$480K |
| 4 |
Morgan Stanley
New York
|
-$349K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$224K |
PFL Hedge Fund Activity: Q2 2025 in Review
75 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q2 2025, worth a combined $61.6M — down 1.7% from $62.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PFL positions and 4 closed out — a net gain of 5 holders — while 32 added to existing stakes and 19 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $957K. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $2.26M sold.
- 75 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q2 2025, up from 71 in Q1 2025.
- Funds reported $61.6M of PIMCO Income Strategy Fund stock for Q2 2025, down 1.7% quarter-over-quarter.
- 9 funds opened new PIMCO Income Strategy Fund positions in Q2 2025 and 4 closed out, a net change of +5 holders.
- The largest PIMCO Income Strategy Fund buyer in Q2 2025 was Commonwealth Equity Services, an estimated $957K added.
- The largest PIMCO Income Strategy Fund seller in Q2 2025 was Atria Wealth Solutions, an estimated $2.26M sold.
Based on aggregated 13F filings for Q2 2025.