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PFL

PIMCO Income Strategy Fund

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: 7378 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$8.29M +$1.58M +187,978 +24%
Ameriprise
2
Ameriprise
Minnesota
$6.06M +$3.25M +385,356 +115%
IFG
3
Independent Financial Group
California
$4.72M -$843 -100 -0%
Morgan Stanley
4
Morgan Stanley
New York
$4.67M +$313K +37,159 +7%
LPL Financial
5
LPL Financial
California
$4.2M +$647K +76,686 +18%
Wells Fargo
6
Wells Fargo
California
$3.51M -$90.2K -10,697 -3%
GA
7
GraniteShares Advisors
New York
$2.74M +$2.74M +324,852 New
Invesco
8
Invesco
Georgia
$2.68M -$119K -14,110 -4%
HWM
9
Hohimer Wealth Management
Washington
$2.17M +$2.07M +245,066 +2,059%
Stifel Financial
10
Stifel Financial
Missouri
$2.16M +$87K +10,316 +4%
CF
11
Centaurus Financial
California
$2.14M -$842K -99,844 -28%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.13M -$466K -55,280 -18%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.96M +$346K +41,091 +21%
Bank of America
14
Bank of America
North Carolina
$1.73M -$24K -2,844 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.71M +$3.97K +471 +0.2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.46M +$38K +4,504 +3%
PFPG
17
Pinnacle Financial Partners (Georgia)
Georgia
$1.12M +$1.12M +133,001 New
HKAM
18
Horizon Kinetics Asset Management
New York
$786K -$2.66K -315 -0.3%
Truist Financial
19
Truist Financial
North Carolina
$776K +$89.3K +10,588 +13%
NA
20
NewEdge Advisors
Louisiana
$764K -$15.2K -1,800 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$755K -$335K -39,677 -31%
CCG
22
Cypress Capital Group
Florida
$491K
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$476K -$25.9K -3,070 -5%
Raymond James Financial
24
Raymond James Financial
Florida
$473K +$228 +27 +0%
NWMP
25
Noble Wealth Management PBC
Colorado
$446K -$5.06K -600 -1%

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.