PFN

PIMCO Income Strategy Fund II

121 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
Holders
121
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
CL
51
Choreo LLC
Illinois
$329K
EFG
52
Elm3 Financial Group
Georgia
$324K
AAS
53
Ameritas Advisory Services
Nebraska
$320K
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$250K
WFA
55
WJ Financial Advisors
Connecticut
$234K
VCWA
56
Vanguard Capital Wealth Advisors
Colorado
$228K
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$223K
WLPWM
58
Walled Lake Planning & Wealth Management
Illinois
$211K
HighTower Advisors
59
HighTower Advisors
Illinois
$202K
SRC
60
Shufro Rose & Co
New York
$199K
SWM
61
SeaCrest Wealth Management
New York
$196K
NFSG
62
Newbridge Financial Services Group
Florida
$195K
PA
63
Pinnacle Associates
New York
$192K
ACA
64
Aptus Capital Advisors
Alabama
$175K
EW
65
Element Wealth
Mississippi
$165K
FFA
66
First Foundation Advisors
California
$150K
Lido Advisors
67
Lido Advisors
California
$146K
BRWA
68
B. Riley Wealth Advisors
Florida
$138K
MQWP
69
Morey & Quinn Wealth Partners
Nebraska
$134K
PAG
70
Private Advisor Group
New Jersey
$124K
SWP
71
Semus Wealth Partners
Florida
$116K
SIMG
72
Sonora Investment Management Group
Arizona
$116K
Baird Financial Group
73
Baird Financial Group
Wisconsin
$116K
AG
74
AmeriFlex Group
Nevada
$115K
JWBC
75
J.W. Burns & Co
New York
$115K