PFN

PIMCO Income Strategy Fund II

119 hedge funds and large institutions have $120M invested in PIMCO Income Strategy Fund II in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
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
EFG
51
Elm3 Financial Group
Georgia
$301K
HA
52
Herold Advisors
New York
$297K
AAS
53
Avantax Advisory Services
Texas
$285K
CPSAC
54
Chas P. Smith & Associates (CPS)
Florida
$247K
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$236K
VCWA
56
Vanguard Capital Wealth Advisors
Colorado
$222K
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$217K
SIMG
58
Sonora Investment Management Group
Arizona
$212K
WLPWM
59
Walled Lake Planning & Wealth Management
Illinois
$205K
SRC
60
Shufro Rose & Co
New York
$199K
PA
61
Pinnacle Associates
New York
$194K
NFSG
62
Newbridge Financial Services Group
Florida
$190K
SWP
63
Semus Wealth Partners
Florida
$181K
SWM
64
SeaCrest Wealth Management
New York
$174K
ACA
65
Aptus Capital Advisors
Alabama
$173K
EW
66
Element Wealth
Mississippi
$160K
FFA
67
First Foundation Advisors
California
$145K
Balyasny Asset Management
68
Balyasny Asset Management
Illinois
$143K
Lido Advisors
69
Lido Advisors
California
$142K
BRWA
70
B. Riley Wealth Advisors
Florida
$134K
MQWP
71
Morey & Quinn Wealth Partners
Nebraska
$131K
TSS
72
Two Sigma Securities
New York
$128K
FA
73
Financial Alternatives
California
$127K
PAG
74
Private Advisor Group
New Jersey
$118K
JWBC
75
J.W. Burns & Co
New York
$112K