PFN

PIMCO Income Strategy Fund II

115 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.

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
1.54%
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 Market Value Shares Shares
Change
Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$106K 14,350 +1,100 +8%
WS
77
Wedbush Securities
California
$101K 13,731 -967 -7%
EH
78
Equitable Holdings
New York
$98.1K 13,279 +13,279 New
GWM
79
Geneos Wealth Management
Colorado
$93K 12,580 -10,020 -44%
WAAG
80
Wealth Alliance Advisory Group
Kansas
$88.7K 12,000
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$86.6K 11,721
VAM
82
Verity Asset Management
North Carolina
$86.4K 11,695 +11,695 New
SF
83
Summit Financial
New Jersey
$84.9K 11,377 +11,377 New
WH
84
Willner & Heller
California
$81.4K 11,011 +66 +0.6%
AWA
85
Amplius Wealth Advisors
Pennsylvania
$81.3K 11,000
IWA
86
IBEX Wealth Advisors
New Jersey
$81.2K 10,988
GP
87
Gridiron Partners
Pennsylvania
$80.3K 10,869 +10,869 New
WIA
88
World Investment Advisors
California
$79.6K 10,776
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$77.7K 10,515 +10,515 New
AWS
90
Atria Wealth Solutions
New York
$77K 10,327
AG
91
AmeriFlex Group
Nevada
$55.9K 7,602
SPIA
92
Steward Partners Investment Advisory
New York
$45.1K 6,100
HCM
93
Hollencrest Capital Management
California
$44.1K 5,968
AF
94
Allworth Financial
California
$40.7K 5,509 +3,539 +180%
SIS
95
Sound Income Strategies
Florida
$35.4K 4,786
GWSG
96
GPS Wealth Strategies Group
Colorado
$30.1K 4,069
US Bancorp
97
US Bancorp
Minnesota
$27K 3,648 -15,050 -80%
TSMHT
98
Thurston Springer Miller Herd & Titak
Indiana
$23.3K 3,156 +90 +3%
Comerica Bank
99
Comerica Bank
Texas
$22.2K 3,000
JFA
100
JNBA Financial Advisors
Minnesota
$19K 2,565 +277 +12%