PFN

PIMCO Income Strategy Fund II
PFN

Overview Fund Activity

113 hedge funds and large institutions have $119M invested in PIMCO Income Strategy Fund II in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-4
Holders Change %
-3.42%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
40
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$2.17M
2
Ameriprise
Ameriprise
Minnesota
$5.14M
3
EWA
EverSource Wealth Advisors
Alabama
$7.55M
4
CF
Centaurus Financial
California
$803K
5
JWCA
J.W. Cole Advisors
Florida
$1.87M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.3M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$2.74M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$451K
4
Morgan Stanley
Morgan Stanley
New York
$3.34M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$698K +$23 +3 +0%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$682K +$19.9K +2,637 +3%
Bank of America
28
Bank of America
North Carolina
$680K +$5.71K +757 +0.8%
UBS Group
29
UBS Group
Switzerland
$669K -$71K -9,417 -10%
CL
30
Choreo LLC
Illinois
$638K -$141K -18,503 -18%
NA
31
NewEdge Advisors
Louisiana
$614K +$7.17K +951 +1%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$587K +$24.3K +3,218 +4%
AWM
33
Apollon Wealth Management
South Carolina
$560K – – –
CCFM
34
Clear Creek Financial Management
Washington
$559K +$11.8K +1,565 +2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$503K -$1.35K -179 -0.3%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$451K -$565K -74,881 -56%
RCI
37
RS Crum Inc
California
$420K – – –
MC
38
Moors & Cabot
Massachusetts
$412K +$30.4K +4,028 +8%
AFG
39
Atomi Financial Group
New York
$390K +$6.06K +804 +2%
AC
40
Addison Capital
Pennsylvania
$390K -$4.52K -600 -1%
MSFS
41
Main Street Financial Solutions
Pennsylvania
$379K +$10.5K +1,391 +3%
CAC
42
Certified Advisory Corp
Florida
$339K -$31.8K -4,214 -9%
MCFP
43
Mallini Complete Financial Planning
Florida
$336K +$34.2K +4,531 +11%
SF
44
Synovus Financial
Georgia
$334K +$7.68K +1,018 +2%
EFG
45
Elm3 Financial Group
Georgia
$291K +$128 +17 +0%
CPSAC
46
Chas P. Smith & Associates (CPS)
Florida
$263K -$2.81K -372 -1%
KAS
47
Kestra Advisory Services
Texas
$259K +$12.2K +1,619 +5%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$249K – – –
VCWA
49
Vanguard Capital Wealth Advisors
Colorado
$226K – – –
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$221K -$14K -1,860 -6%
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