PFN

PIMCO Income Strategy Fund II

117 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.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
1.57%
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 Holding Trade Value Shares
Change
Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$285K +$196K +26,556 +220%
CPSAC
52
Chas P. Smith & Associates (CPS)
Florida
$247K -$10.7K -1,451 -4%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$236K -$7.38K -1,000 -3%
VCWA
54
Vanguard Capital Wealth Advisors
Colorado
$222K
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$217K
SIMG
56
Sonora Investment Management Group
Arizona
$212K
WLPWM
57
Walled Lake Planning & Wealth Management
Illinois
$205K
SRC
58
Shufro Rose & Co
New York
$199K -$7.54K -1,000 -4%
PA
59
Pinnacle Associates
New York
$194K
NFSG
60
Newbridge Financial Services Group
Florida
$190K +$190K +25,726 New
SWP
61
Semus Wealth Partners
Florida
$181K +$451 +61 +0.2%
SWM
62
SeaCrest Wealth Management
New York
$174K +$1.45K +196 +0.8%
ACA
63
Aptus Capital Advisors
Alabama
$173K
EW
64
Element Wealth
Mississippi
$160K +$185 +25 +0.1%
FFA
65
First Foundation Advisors
California
$145K +$1.71K +231 +1%
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$143K +$143K +19,405 New
Lido Advisors
67
Lido Advisors
California
$142K
BRWA
68
B. Riley Wealth Advisors
Florida
$134K +$134K +18,129 New
MQWP
69
Morey & Quinn Wealth Partners
Nebraska
$131K
TSS
70
Two Sigma Securities
New York
$128K +$128K +17,292 New
FA
71
Financial Alternatives
California
$127K -$4.9K -663 -4%
PAG
72
Private Advisor Group
New Jersey
$118K -$87.9K -11,897 -43%
JWBC
73
J.W. Burns & Co
New York
$112K -$3.68K -498 -3%
SG
74
StoneX Group
New York
$109K -$78.5K -10,618 -42%
DADC
75
D.A. Davidson & Co
Montana
$107K -$23.7K -3,210 -18%