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PFN

PIMCO Income Strategy Fund II
PFN

120 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, 35 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

4% more funds holding

Funds holding: 115 → 120 (+5)

0% more capital invested

Capital invested by funds: $120M → $120M (+$389K)

2.78% less ownership

Funds ownership: 20.23% → 17.45% (-2.8%)

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
35
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CF
Centaurus Financial
California
+$1.81M
2
WA
Whipplewood Advisors
Colorado
+$959K
3
GC
Guggenheim Capital
Illinois
+$746K
4
KMWM
Keudell/Morrison Wealth Management
Oregon
+$561K
5
Ameriprise
Ameriprise
Minnesota
+$552K

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$541K
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$391K
3
CL
Choreo LLC
Illinois
-$307K
4
Osaic Holdings
Osaic Holdings
Arizona
-$269K
5
AWM
Apollon Wealth Management
South Carolina
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
51
Choreo LLC
Illinois
$307K -$307K -42,455 -51%
EFG
52
Elm3 Financial Group
Georgia
$301K +$14.8K +2,048 +5%
HA
53
Herold Advisors
New York
$297K +$291K +40,250 New
AAS
54
Avantax Advisory Services
Texas
$285K +$192K +26,556 +220%
CPSAC
55
Chas P. Smith & Associates (CPS)
Florida
$247K -$10.5K -1,451 -4%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$236K -$7.23K -1,000 -3%
VCWA
57
Vanguard Capital Wealth Advisors
Colorado
$222K – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$217K – – –
SIMG
59
Sonora Investment Management Group
Arizona
$212K – – –
WLPWM
60
Walled Lake Planning & Wealth Management
Illinois
$205K – – –
SRC
61
Shufro Rose & Co
New York
$199K -$7.23K -1,000 -4%
PA
62
Pinnacle Associates
New York
$194K – – –
NFSG
63
Newbridge Financial Services Group
Florida
$190K +$186K +25,726 New
SWP
64
Semus Wealth Partners
Florida
$181K +$441 +61 +0.2%
SWM
65
SeaCrest Wealth Management
New York
$174K +$1.42K +196 +0.8%
ACA
66
Aptus Capital Advisors
Alabama
$173K – – –
EW
67
Element Wealth
Mississippi
$160K +$181 +25 +0.1%
FFA
68
First Foundation Advisors
California
$145K +$1.67K +231 +1%
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$143K +$140K +19,405 New
Lido Advisors
70
Lido Advisors
California
$142K – – –
BRWA
71
B. Riley Wealth Advisors
Florida
$134K +$131K +18,129 New
MQWP
72
Morey & Quinn Wealth Partners
Nebraska
$131K – – –
TSS
73
Two Sigma Securities
New York
$128K +$125K +17,292 New
FA
74
Financial Alternatives
California
$127K -$4.79K -663 -4%
PAG
75
Private Advisor Group
New Jersey
$118K -$86K -11,897 -43%
1 2
3
4 5

PFN Hedge Fund Activity: Q2 2025 in Review

120 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund II (PFN) for Q2 2025, worth a combined $120M — up 0.32% from $120M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PFN positions and 10 closed out — a net gain of 6 holders — while 35 added to existing stakes and 31 trimmed.

The largest buyer was Centaurus Financial, adding an estimated $1.81M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $541K.

  • 120 institutional investors held PIMCO Income Strategy Fund II (PFN) as of Q2 2025, up from 115 in Q1 2025.
  • Funds reported $120M of PIMCO Income Strategy Fund II stock for Q2 2025, up 0.32% quarter-over-quarter.
  • 16 funds opened new PIMCO Income Strategy Fund II positions in Q2 2025 and 10 closed out, a net change of +6 holders.
  • The largest PIMCO Income Strategy Fund II buyer in Q2 2025 was Centaurus Financial, an estimated $1.81M added.
  • The largest PIMCO Income Strategy Fund II seller in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $541K sold.

Based on aggregated 13F filings for Q2 2025.