PFN

PIMCO Income Strategy Fund II

118 hedge funds and large institutions have $120M invested in PIMCO Income Strategy Fund II in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
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
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$101K
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$94.5K
WAAG
78
Wealth Alliance Advisory Group
Kansas
$91.1K
GP
79
Gridiron Partners
Pennsylvania
$90.4K
M1FG
80
Mach-1 Financial Group
Arkansas
$89.6K
IAS
81
Integrity Advisory Solutions
Texas
$89.6K
Koshinski Asset Management
82
Koshinski Asset Management
Illinois
$89K
SF
83
Summit Financial
New Jersey
$87.1K
GWM
84
Geneos Wealth Management
Colorado
$85.8K
CW
85
CreativeOne Wealth
Kansas
$84.1K
WH
86
Willner & Heller
California
$83.6K
AWA
87
Amplius Wealth Advisors
Pennsylvania
$83.5K
IWA
88
IBEX Wealth Advisors
New Jersey
$83.4K
WIA
89
World Investment Advisors
California
$81.8K
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$80.8K
ASN
91
Advisory Services Network
Georgia
$75.5K
HCM
92
Hollencrest Capital Management
California
$45.3K
AF
93
Allworth Financial
California
$42.3K
SIS
94
Sound Income Strategies
Florida
$36.5K
Comerica Bank
95
Comerica Bank
Texas
$33.2K
GWSG
96
GPS Wealth Strategies Group
Colorado
$30.9K
SPIA
97
Steward Partners Investment Advisory
New York
$28.6K
US Bancorp
98
US Bancorp
Minnesota
$27.7K
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$22.9K
CI
100
CX Institutional
Indiana
$21K