PFN

PIMCO Income Strategy Fund II

118 hedge funds and large institutions have $120M invested in PIMCO Income Strategy Fund II in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 12 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
AAS
51
Ameritas Advisory Services
Nebraska
$320K
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$250K
WFA
53
WJ Financial Advisors
Connecticut
$234K
VCWA
54
Vanguard Capital Wealth Advisors
Colorado
$228K
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$223K
WLPWM
56
Walled Lake Planning & Wealth Management
Illinois
$211K
HighTower Advisors
57
HighTower Advisors
Illinois
$202K
SRC
58
Shufro Rose & Co
New York
$199K
SWM
59
SeaCrest Wealth Management
New York
$196K
NFSG
60
Newbridge Financial Services Group
Florida
$195K
PA
61
Pinnacle Associates
New York
$192K
ACA
62
Aptus Capital Advisors
Alabama
$175K
EW
63
Element Wealth
Mississippi
$165K
FFA
64
First Foundation Advisors
California
$150K
Lido Advisors
65
Lido Advisors
California
$146K
BRWA
66
B. Riley Wealth Advisors
Florida
$138K
MQWP
67
Morey & Quinn Wealth Partners
Nebraska
$134K
PAG
68
Private Advisor Group
New Jersey
$124K
SWP
69
Semus Wealth Partners
Florida
$116K
SIMG
70
Sonora Investment Management Group
Arizona
$116K
Baird Financial Group
71
Baird Financial Group
Wisconsin
$116K
AG
72
AmeriFlex Group
Nevada
$115K
JWBC
73
J.W. Burns & Co
New York
$115K
FA
74
Financial Alternatives
California
$114K
WS
75
Wedbush Securities
California
$111K