PFN

PIMCO Income Strategy Fund II
PFN

Overview Fund Activity

115 hedge funds and large institutions have $119M invested in PIMCO Income Strategy Fund II in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
33
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$2.64M
2
WA
2
Whipplewood Advisors
Colorado
$981K
3
GC
3
Guggenheim Capital
Illinois
$14M
4
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$573K
5
Ameriprise
5
Ameriprise
Minnesota
$5.6M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.7M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$2.28M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.75M
4
CL
4
Choreo LLC
Illinois
$307K
5
AWM
5
Apollon Wealth Management
South Carolina
$323K
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$678K 91,790 -795 -0.9%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$656K 88,780 -1,614 -2%
UBS Group
28
UBS Group
Switzerland
$629K 85,143 -3,638 -4%
HIP
29
HUB Investment Partners
Texas
$578K 78,155 -22,967 -23%
KMWM
30
Keudell/Morrison Wealth Management
Oregon
$573K 77,556 +77,556 New
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$566K 76,565 -1,319 -2%
NA
32
NewEdge Advisors
Louisiana
$558K 75,535 -5,885 -7%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$499K 67,510 +755 +1%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$433K 58,606 -1,179 -2%
MSFS
35
Main Street Financial Solutions
Pennsylvania
$419K 56,691 +6,468 +13%
MC
36
Moors & Cabot
Massachusetts
$404K 54,629 +25 +0%
SFS
37
Shaker Financial Services
Virginia
$386K 51,718 +51,718 New
AFG
38
Atomi Financial Group
New York
$383K 51,779 – –
AC
39
Addison Capital
Pennsylvania
$382K 51,734 – –
MCFP
40
Mallini Complete Financial Planning
Florida
$376K 50,849 +6,241 +14%
CCFM
41
Clear Creek Financial Management
Washington
$369K 49,892 -24,301 -33%
CCG
42
Cypress Capital Group
Florida
$348K 47,157 +47,157 New
CAC
43
Certified Advisory Corp
Florida
$330K 44,637 -299 -0.7%
SF
44
Synovus Financial
Georgia
$325K 44,000 -300 -0.7%
AWM
45
Apollon Wealth Management
South Carolina
$323K 43,642 -30,607 -41%
KAS
46
Kestra Advisory Services
Texas
$322K 43,635 +9,232 +27%
AAS
47
Ameritas Advisory Services
Nebraska
$319K 43,210 +16,145 +60%
CL
48
Choreo LLC
Illinois
$307K 41,493 -42,455 -51%
EFG
49
Elm3 Financial Group
Georgia
$301K 40,690 +2,048 +5%
HA
50
Herold Advisors
New York
$297K 40,250 +40,250 New
1
2
3 4 5