PIMCO Income Strategy Fund
PFL
87 hedge funds and large institutions have $64.6M invested in PIMCO Income Strategy Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
68% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 19
12% more funds holding
Funds holding: 78 → 87 (+9)
0.64% more ownership
Funds ownership: 17.31% → 17.94% (+0.64%)
1% less capital invested
Capital invested by funds: $65.4M → $64.6M (-$802K)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
Hohimer Wealth Management
Seattle,
Washington
|
+$1.48M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$709K |
| 3 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
+$569K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$358K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$340K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$645K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$457K |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$442K |
| 4 |
GA
GraniteShares Advisors
New York
|
-$276K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$232K |
PFL Hedge Fund Activity: Q1 2026 in Review
87 of the 8,186 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q1 2026, worth a combined $64.6M — down 1.2% from $65.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PFL positions and 3 closed out — a net gain of 10 holders — while 32 added to existing stakes and 19 trimmed.
The largest buyer was Hohimer Wealth Management, adding an estimated $1.48M. The largest seller was LPL Financial, cutting an estimated $645K.
- 87 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q1 2026, up from 78 in Q4 2025.
- Funds reported $64.6M of PIMCO Income Strategy Fund stock for Q1 2026, down 1.2% quarter-over-quarter.
- 13 funds opened new PIMCO Income Strategy Fund positions in Q1 2026 and 3 closed out, a net change of +10 holders.
- The largest PIMCO Income Strategy Fund buyer in Q1 2026 was Hohimer Wealth Management, an estimated $1.48M added.
- The largest PIMCO Income Strategy Fund seller in Q1 2026 was LPL Financial, an estimated $645K sold.
Based on aggregated 13F filings for Q1 2026.