PFN

PIMCO Income Strategy Fund II
PFN

Overview Fund Activity

113 hedge funds and large institutions have $119M invested in PIMCO Income Strategy Fund II in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-4
Holders Change %
-3.42%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
40
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$2.17M
2
Ameriprise
Ameriprise
Minnesota
$5.14M
3
EWA
EverSource Wealth Advisors
Alabama
$7.55M
4
CF
Centaurus Financial
California
$803K
5
JWCA
J.W. Cole Advisors
Florida
$1.87M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.3M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$2.74M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$451K
4
Morgan Stanley
Morgan Stanley
New York
$3.34M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIMG
51
Sonora Investment Management Group
Arizona
$216K – – –
PAG
52
Private Advisor Group
New Jersey
$210K +$210K +27,845 New
WLPWM
53
Walled Lake Planning & Wealth Management
Illinois
$210K – – –
SRC
54
Shufro Rose & Co
New York
$207K – – –
RFP
55
Root Financial Partners
California
$204K – – –
AAS
56
Ameritas Advisory Services
Nebraska
$202K – – –
PA
57
Pinnacle Associates
New York
$198K -$1.51K -200 -0.8%
FFN
58
Focus Financial Network
Minnesota
$194K +$1.64K +215 +0.8%
SG
59
StoneX Group
New York
$191K – – –
SWP
60
Semus Wealth Partners
Florida
$185K -$63.6K -8,433 -26%
SWM
61
SeaCrest Wealth Management
New York
$176K +$176K +23,398 New
ACA
62
Aptus Capital Advisors
Alabama
$176K -$87.4K -11,595 -33%
GWM
63
Geneos Wealth Management
Colorado
$170K +$76.8K +10,184 +82%
EW
64
Element Wealth
Mississippi
$164K +$2.92K +387 +2%
SLFPAM
65
St. Louis Financial Planners Asset Management
Missouri
$161K -$927 -123 -0.6%
FFA
66
First Foundation Advisors
California
$146K +$1.8K +239 +1%
Lido Advisors
67
Lido Advisors
California
$145K -$7.49K -984 -5%
US Bancorp
68
US Bancorp
Minnesota
$141K +$126K +16,698 +835%
ASN
69
Advisory Services Network
Georgia
$139K +$3.62K +480 +3%
FA
70
Financial Alternatives
California
$135K -$20.3K -2,689 -13%
DADC
71
D.A. Davidson & Co
Montana
$134K – – –
MQWP
72
Morey & Quinn Wealth Partners
Nebraska
$133K – – –
JWBC
73
J.W. Burns & Co
New York
$118K – – –
CW
74
CreativeOne Wealth
Kansas
$114K +$114K +15,150 New
WS
75
Wedbush Securities
California
$111K -$7.55K -1,000 -6%
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