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PFN

PIMCO Income Strategy Fund II
PFN

122 hedge funds and large institutions have $123M invested in PIMCO Income Strategy Fund II in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 25

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

2% more funds holding

Funds holding: 120 → 122 (+2)

2% more capital invested

Capital invested by funds: $120M → $123M (+$2.89M)

0.42% more ownership

Funds ownership: 17.45% → 17.87% (+0.42%)

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
44
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GP
Gridiron Partners
Pennsylvania
+$3.28M
2
Morgan Stanley
Morgan Stanley
New York
+$1.64M
3
Ameriprise
Ameriprise
Minnesota
+$993K
4
LPL Financial
LPL Financial
California
+$926K
5
Wells Fargo
Wells Fargo
California
+$887K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$5.59M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.18M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$565K
4
HKAM
Horizon Kinetics Asset Management
New York
-$490K
5
CPRC
Consolidated Portfolio Review Corp
New York
-$395K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$811K +$34.1K +4,522 +4%
Osaic Holdings
27
Osaic Holdings
Arizona
$716K -$1.18M -156,692 -62%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$688K +$174K +23,097 +34%
Stifel Financial
29
Stifel Financial
Missouri
$669K -$27.5K -3,649 -4%
MC
30
Moors & Cabot
Massachusetts
$621K +$205K +27,187 +50%
UBS Group
31
UBS Group
Switzerland
$608K -$38.2K -5,071 -6%
NA
32
NewEdge Advisors
Louisiana
$595K +$21.3K +2,827 +4%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$576K -$4.97K -660 -0.9%
KAS
34
Kestra Advisory Services
Texas
$560K +$227K +30,192 +69%
HIP
35
HUB Investment Partners
Texas
$550K -$43K -5,704 -7%
VAM
36
Verity Asset Management
North Carolina
$471K +$379K +50,355 +431%
IFG
37
Independent Financial Group
California
$455K – – –
AFG
38
Atomi Financial Group
New York
$447K +$53.4K +7,091 +14%
MSFS
39
Main Street Financial Solutions
Pennsylvania
$434K +$3.93K +522 +0.9%
RCI
40
RS Crum Inc
California
$423K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$423K -$21.1K -2,801 -5%
MCFP
42
Mallini Complete Financial Planning
Florida
$409K +$22.8K +3,024 +6%
AWM
43
Apollon Wealth Management
South Carolina
$383K +$51.6K +6,846 +16%
AC
44
Addison Capital
Pennsylvania
$372K -$20.5K -2,720 -5%
CCFM
45
Clear Creek Financial Management
Washington
$367K -$11.2K -1,488 -3%
SF
46
Synovus Financial
Georgia
$359K +$24.3K +3,230 +7%
CCG
47
Cypress Capital Group
Florida
$358K – – –
Jane Street
48
Jane Street
New York
$353K +$351K +46,570 New
CAC
49
Certified Advisory Corp
Florida
$342K +$3.32K +441 +1%
SA
50
Sanctuary Advisors
Indiana
$336K +$9.39K +1,246 +3%
1
2
3 4 5

PFN Hedge Fund Activity: Q3 2025 in Review

122 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund II (PFN) for Q3 2025, worth a combined $123M — up 2.4% from $120M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PFN positions and 12 closed out — a net gain of 5 holders — while 44 added to existing stakes and 25 trimmed.

The largest buyer was Gridiron Partners, adding an estimated $3.28M. The largest seller was Rivernorth Capital Management, cutting an estimated $5.59M.

  • 122 institutional investors held PIMCO Income Strategy Fund II (PFN) as of Q3 2025, up from 120 in Q2 2025.
  • Funds reported $123M of PIMCO Income Strategy Fund II stock for Q3 2025, up 2.4% quarter-over-quarter.
  • 17 funds opened new PIMCO Income Strategy Fund II positions in Q3 2025 and 12 closed out, a net change of +5 holders.
  • The largest PIMCO Income Strategy Fund II buyer in Q3 2025 was Gridiron Partners, an estimated $3.28M added.
  • The largest PIMCO Income Strategy Fund II seller in Q3 2025 was Rivernorth Capital Management, an estimated $5.59M sold.

Based on aggregated 13F filings for Q3 2025.