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
FA
76
Financial Alternatives
California
$114K
WS
77
Wedbush Securities
California
$111K
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$101K
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$94.5K
WAAG
80
Wealth Alliance Advisory Group
Kansas
$91.1K
GP
81
Gridiron Partners
Pennsylvania
$90.4K
IAS
82
Integrity Advisory Solutions
Texas
$89.6K
M1FG
83
Mach-1 Financial Group
Arkansas
$89.6K
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$89K
SF
85
Summit Financial
New Jersey
$87.1K
GWM
86
Geneos Wealth Management
Colorado
$85.8K
CW
87
CreativeOne Wealth
Kansas
$84.1K
WH
88
Willner & Heller
California
$83.6K
AWA
89
Amplius Wealth Advisors
Pennsylvania
$83.5K
IWA
90
IBEX Wealth Advisors
New Jersey
$83.4K
WIA
91
World Investment Advisors
California
$81.8K
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$80.8K
ASN
93
Advisory Services Network
Georgia
$75.5K
HCM
94
Hollencrest Capital Management
California
$45.3K
AF
95
Allworth Financial
California
$42.3K
SIS
96
Sound Income Strategies
Florida
$36.5K
Comerica Bank
97
Comerica Bank
Texas
$33.2K
GWSG
98
GPS Wealth Strategies Group
Colorado
$30.9K
SPIA
99
Steward Partners Investment Advisory
New York
$28.6K
US Bancorp
100
US Bancorp
Minnesota
$27.7K