PFN

PIMCO Income Strategy Fund II
PFN

Overview Fund Activity

117 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.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
1.57%
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
Centaurus Financial
California
+$1.85M
2
WA
Whipplewood Advisors
Colorado
+$981K
3
GC
Guggenheim Capital
Illinois
+$763K
4
KMWM
Keudell/Morrison Wealth Management
Oregon
+$573K
5
Ameriprise
Ameriprise
Minnesota
+$564K

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$553K
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$400K
3
Osaic Holdings
Osaic Holdings
Arizona
-$384K
4
CL
Choreo LLC
Illinois
-$315K
5
AWM
Apollon Wealth Management
South Carolina
-$226K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$678K -$5.88K -795 -0.9%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$656K -$11.9K -1,614 -2%
UBS Group
28
UBS Group
Switzerland
$629K -$26.9K -3,638 -4%
HIP
29
HUB Investment Partners
Texas
$578K -$170K -22,967 -23%
KMWM
30
Keudell/Morrison Wealth Management
Oregon
$573K +$573K +77,556 New
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$566K -$9.75K -1,319 -2%
NA
32
NewEdge Advisors
Louisiana
$558K -$43.5K -5,885 -7%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$499K +$5.58K +755 +1%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$433K -$8.71K -1,179 -2%
MSFS
35
Main Street Financial Solutions
Pennsylvania
$419K +$47.8K +6,468 +13%
MC
36
Moors & Cabot
Massachusetts
$404K +$185 +25 +0%
SFS
37
Shaker Financial Services
Virginia
$386K +$386K +51,718 New
AFG
38
Atomi Financial Group
New York
$383K – – –
AC
39
Addison Capital
Pennsylvania
$382K – – –
MCFP
40
Mallini Complete Financial Planning
Florida
$376K +$46.1K +6,241 +14%
CCFM
41
Clear Creek Financial Management
Washington
$369K -$180K -24,301 -33%
CCG
42
Cypress Capital Group
Florida
$348K +$348K +47,157 New
CAC
43
Certified Advisory Corp
Florida
$330K -$2.21K -299 -0.7%
SF
44
Synovus Financial
Georgia
$325K -$2.22K -300 -0.7%
AWM
45
Apollon Wealth Management
South Carolina
$323K -$226K -30,607 -41%
KAS
46
Kestra Advisory Services
Texas
$322K +$68.2K +9,232 +27%
AAS
47
Ameritas Advisory Services
Nebraska
$319K +$119K +16,145 +60%
CL
48
Choreo LLC
Illinois
$307K -$315K -42,455 -51%
EFG
49
Elm3 Financial Group
Georgia
$301K +$15.1K +2,048 +5%
HA
50
Herold Advisors
New York
$297K +$297K +40,250 New
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