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PFN

PIMCO Income Strategy Fund II
PFN

122 hedge funds and large institutions have $123M invested in PIMCO Income Strategy Fund II in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 25

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

2% more funds holding

Funds holding: 120 → 122 (+2)

2% more capital invested

Capital invested by funds: $120M → $123M (+$2.89M)

0.42% more ownership

Funds ownership: 17.45% → 17.87% (+0.42%)

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
44
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GP
Gridiron Partners
Pennsylvania
+$3.28M
2
Morgan Stanley
Morgan Stanley
New York
+$1.64M
3
Ameriprise
Ameriprise
Minnesota
+$993K
4
LPL Financial
LPL Financial
California
+$926K
5
Wells Fargo
Wells Fargo
California
+$887K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$5.59M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.18M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$565K
4
HKAM
Horizon Kinetics Asset Management
New York
-$490K
5
CPRC
Consolidated Portfolio Review Corp
New York
-$395K
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
51
TrueMark Investments
Illinois
$335K +$333K +44,181 New
CL
52
Choreo LLC
Illinois
$329K +$12.7K +1,681 +4%
EFG
53
Elm3 Financial Group
Georgia
$324K +$15.1K +2,000 +5%
AAS
54
Ameritas Advisory Services
Nebraska
$320K -$7.53K -1,000 -2%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$250K +$7.53K +1,000 +3%
WFA
56
WJ Financial Advisors
Connecticut
$234K +$233K +30,881 New
VCWA
57
Vanguard Capital Wealth Advisors
Colorado
$228K – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$223K – – –
WLPWM
59
Walled Lake Planning & Wealth Management
Illinois
$211K – – –
HighTower Advisors
60
HighTower Advisors
Illinois
$202K +$201K +26,649 New
SRC
61
Shufro Rose & Co
New York
$199K – – –
SWM
62
SeaCrest Wealth Management
New York
$196K +$16K +2,120 +9%
NFSG
63
Newbridge Financial Services Group
Florida
$195K – – –
PA
64
Pinnacle Associates
New York
$192K -$7.53K -1,000 -4%
ACA
65
Aptus Capital Advisors
Alabama
$175K -$2.41K -320 -1%
EW
66
Element Wealth
Mississippi
$165K +$414 +55 +0.3%
FFA
67
First Foundation Advisors
California
$150K +$791 +105 +0.5%
Lido Advisors
68
Lido Advisors
California
$146K – – –
BRWA
69
B. Riley Wealth Advisors
Florida
$138K – – –
MQWP
70
Morey & Quinn Wealth Partners
Nebraska
$134K – – –
PAG
71
Private Advisor Group
New Jersey
$124K +$2.61K +347 +2%
SWP
72
Semus Wealth Partners
Florida
$116K -$69.3K -9,201 -37%
SIMG
73
Sonora Investment Management Group
Arizona
$116K -$101K -13,360 -47%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$116K +$115K +15,251 New
AG
75
AmeriFlex Group
Nevada
$115K +$57.3K +7,602 +100%
1 2
3
4 5

PFN Hedge Fund Activity: Q3 2025 in Review

122 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund II (PFN) for Q3 2025, worth a combined $123M — up 2.4% from $120M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PFN positions and 12 closed out — a net gain of 5 holders — while 44 added to existing stakes and 25 trimmed.

The largest buyer was Gridiron Partners, adding an estimated $3.28M. The largest seller was Rivernorth Capital Management, cutting an estimated $5.59M.

  • 122 institutional investors held PIMCO Income Strategy Fund II (PFN) as of Q3 2025, up from 120 in Q2 2025.
  • Funds reported $123M of PIMCO Income Strategy Fund II stock for Q3 2025, up 2.4% quarter-over-quarter.
  • 17 funds opened new PIMCO Income Strategy Fund II positions in Q3 2025 and 12 closed out, a net change of +5 holders.
  • The largest PIMCO Income Strategy Fund II buyer in Q3 2025 was Gridiron Partners, an estimated $3.28M added.
  • The largest PIMCO Income Strategy Fund II seller in Q3 2025 was Rivernorth Capital Management, an estimated $5.59M sold.

Based on aggregated 13F filings for Q3 2025.