PFN

PIMCO Income Strategy Fund II

115 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.

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
1.54%
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
Name Market Value Shares Shares
Change
Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$285K 38,604 +26,556 +220%
CPSAC
52
Chas P. Smith & Associates (CPS)
Florida
$247K 33,458 -1,451 -4%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$236K 31,975 -1,000 -3%
VCWA
54
Vanguard Capital Wealth Advisors
Colorado
$222K 30,000
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$217K 29,350
SIMG
56
Sonora Investment Management Group
Arizona
$212K 28,660
WLPWM
57
Walled Lake Planning & Wealth Management
Illinois
$205K 27,800
SRC
58
Shufro Rose & Co
New York
$199K 26,400 -1,000 -4%
PA
59
Pinnacle Associates
New York
$194K 26,270
NFSG
60
Newbridge Financial Services Group
Florida
$190K 25,726 +25,726 New
SWP
61
Semus Wealth Partners
Florida
$181K 24,548 +61 +0.2%
SWM
62
SeaCrest Wealth Management
New York
$174K 23,594 +196 +0.8%
ACA
63
Aptus Capital Advisors
Alabama
$173K 23,378
EW
64
Element Wealth
Mississippi
$160K 21,717 +25 +0.1%
FFA
65
First Foundation Advisors
California
$145K 19,636 +231 +1%
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$143K 19,405 +19,405 New
Lido Advisors
67
Lido Advisors
California
$142K 19,001
BRWA
68
B. Riley Wealth Advisors
Florida
$134K 18,129 +18,129 New
MQWP
69
Morey & Quinn Wealth Partners
Nebraska
$131K 17,700
TSS
70
Two Sigma Securities
New York
$128K 17,292 +17,292 New
FA
71
Financial Alternatives
California
$127K 17,203 -663 -4%
PAG
72
Private Advisor Group
New Jersey
$118K 15,948 -11,897 -43%
JWBC
73
J.W. Burns & Co
New York
$112K 15,100 -498 -3%
SG
74
StoneX Group
New York
$109K 14,685 -10,618 -42%
DADC
75
D.A. Davidson & Co
Montana
$107K 14,518 -3,210 -18%