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PFL

PIMCO Income Strategy Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 7573 (-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

Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
27
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.77M -$604K -71,602 -8%
IFG
2
Independent Financial Group
California
$4.77M +$79.5K +9,417 +2%
Morgan Stanley
3
Morgan Stanley
New York
$4.4M +$530K +62,809 +14%
Wells Fargo
4
Wells Fargo
California
$3.64M +$3.37M +399,314 +1,437%
LPL Financial
5
LPL Financial
California
$3.59M +$562K +66,622 +19%
CF
6
Centaurus Financial
California
$3.01M -$37.8K -4,486 -1%
RCM
7
Rivernorth Capital Management
Florida
$2.82M -$8.02M -950,043 -74%
Invesco
8
Invesco
Georgia
$2.82M +$119K +14,148 +4%
Ameriprise
9
Ameriprise
Minnesota
$2.81M +$836K +99,096 +42%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.63M -$1.01M -120,157 -28%
Stifel Financial
11
Stifel Financial
Missouri
$2.09M +$119K +14,138 +6%
Bank of America
12
Bank of America
North Carolina
$1.77M -$8.7K -1,031 -0.5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.72M +$147K +17,394 +9%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.63M +$26.4K +3,129 +2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.44M +$206K +24,463 +17%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.1M -$29K -3,435 -3%
PFPT
17
Pinnacle Financial Partners (Tennessee)
Tennessee
$1M +$995K +117,903 New
HKAM
18
Horizon Kinetics Asset Management
New York
$797K -$348K -41,258 -31%
NA
19
NewEdge Advisors
Louisiana
$788K -$16.5K -1,950 -2%
Truist Financial
20
Truist Financial
North Carolina
$694K -$29.8K -3,537 -4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$508K +$63.1K +7,479 +14%
CCG
22
Cypress Capital Group
Florida
$496K
Raymond James Financial
23
Raymond James Financial
Florida
$477K +$112K +13,271 +31%
JWCA
24
J.W. Cole Advisors
Florida
$462K -$30.6K -3,621 -6%
NWMP
25
Noble Wealth Management PBC
Colorado
$456K +$452K +53,530 New

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.