PIMCO Income Strategy Fund
PFL
81 hedge funds and large institutions have $65.5M invested in PIMCO Income Strategy Fund in 2026 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 16 closing their positions.
94% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 17
1% more capital invested
Capital invested by funds: $64.6M → $65.5M (+$851K)
1.33% less ownership
Funds ownership: 17.94% → 16.61% (-1.3%)
7% less funds holding
Funds holding: 87 → 81 (-6)
31% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.98M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$826K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$640K |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$430K |
| 5 |
GA
GraniteShares Advisors
New York
|
+$345K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.77M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$589K |
| 3 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
-$549K |
| 4 |
HWM
Hohimer Wealth Management
Seattle,
Washington
|
-$354K |
| 5 |
CPA
Clear Point Advisors
Melville,
New York
|
-$294K |
PFL Hedge Fund Activity: Q2 2026 in Review
81 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q2 2026, worth a combined $65.5M — up 1.3% from $64.6M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of PFL and 11 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 33 added.
The largest buyer was Shaker Financial Services, adding an estimated $1.98M. The largest seller was Wells Fargo, cutting an estimated $2.77M.
- 81 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q2 2026, down from 87 in Q1 2026.
- Funds reported $65.5M of PIMCO Income Strategy Fund stock for Q2 2026, up 1.3% quarter-over-quarter.
- 11 funds opened new PIMCO Income Strategy Fund positions in Q2 2026 and 16 closed out, a net change of -5 holders.
- The largest PIMCO Income Strategy Fund buyer in Q2 2026 was Shaker Financial Services, an estimated $1.98M added.
- The largest PIMCO Income Strategy Fund seller in Q2 2026 was Wells Fargo, an estimated $2.77M sold.
Based on aggregated 13F filings for Q2 2026.