PFN

PIMCO Income Strategy Fund II

122 hedge funds and large institutions have $97.9M invested in PIMCO Income Strategy Fund II in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
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

Top Buyers

1 +$2.19M
2 +$2.05M
3 +$1.95M
4
LSC
Logan Stone Capital
Illinois
+$842K
5
Jane Street
Jane Street
New York
+$794K

Top Sellers

1 -$10.3M
2 -$7.31M
3 -$1.9M
4
GC
Guggenheim Capital
Illinois
-$1.55M
5
Wells Fargo
Wells Fargo
California
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
51
Pinnacle Financial Partners (Georgia)
Georgia
$318K
CAC
52
Certified Advisory Corp
Florida
$303K
WLPWM
53
Walled Lake Planning & Wealth Management
Illinois
$285K
BB
54
Burford Brothers
Texas
$281K
AAS
55
Ameritas Advisory Services
Nebraska
$263K
EFG
56
Elm3 Financial Group
Georgia
$260K
HIP
57
HUB Investment Partners
Texas
$257K
AC
58
Addison Capital
Pennsylvania
$250K
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$236K
VCWA
60
Vanguard Capital Wealth Advisors
Colorado
$207K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$200K
HighTower Advisors
62
HighTower Advisors
Illinois
$200K
WFA
63
WJ Financial Advisors
Connecticut
$199K
CPSAC
64
Chas P. Smith & Associates (CPS)
Florida
$193K
PA
65
Pinnacle Associates
New York
$186K
Nomura Holdings
66
Nomura Holdings
Japan
$181K
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$181K
SRC
68
Shufro Rose & Co
New York
$181K
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$179K
VF
70
Virtu Financial
New York
$175K
BRWA
71
B. Riley Wealth Advisors
Florida
$170K
SWM
72
SeaCrest Wealth Management
New York
$167K
SIA
73
Sit Investment Associates
Minnesota
$157K
FFA
74
First Foundation Advisors
California
$155K
EW
75
Element Wealth
Mississippi
$146K