PFN

PIMCO Income Strategy Fund II

118 hedge funds and large institutions have $120M 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.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$678K
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$656K
UBS Group
28
UBS Group
Switzerland
$629K
HIP
29
HUB Investment Partners
Texas
$578K
KMWM
30
Keudell/Morrison Wealth Management
Oregon
$573K
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$566K
NA
32
NewEdge Advisors
Louisiana
$558K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$499K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$433K
MSFS
35
Main Street Financial Solutions
Pennsylvania
$419K
RCI
36
RS Crum Inc
California
$412K
MC
37
Moors & Cabot
Massachusetts
$404K
SFS
38
Shaker Financial Services
Virginia
$386K
AFG
39
Atomi Financial Group
New York
$383K
AC
40
Addison Capital
Pennsylvania
$382K
MCFP
41
Mallini Complete Financial Planning
Florida
$376K
CCFM
42
Clear Creek Financial Management
Washington
$369K
CCG
43
Cypress Capital Group
Florida
$348K
CAC
44
Certified Advisory Corp
Florida
$330K
SF
45
Synovus Financial
Georgia
$325K
AWM
46
Apollon Wealth Management
South Carolina
$323K
KAS
47
Kestra Advisory Services
Texas
$322K
AAS
48
Ameritas Advisory Services
Nebraska
$319K
CL
49
Choreo LLC
Illinois
$307K
EFG
50
Elm3 Financial Group
Georgia
$301K