PFN

PIMCO Income Strategy Fund II

120 hedge funds and large institutions have $120M invested in PIMCO Income Strategy Fund II in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
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
WIA
76
World Investment Advisors
California
$142K
SOS
77
Silver Oak Securities
Tennessee
$141K
MQWP
78
Morey & Quinn Wealth Partners
Nebraska
$133K
PAG
79
Private Advisor Group
New Jersey
$122K
CW
80
CreativeOne Wealth
Kansas
$114K
SF
81
Summit Financial
New Jersey
$112K
WS
82
Wedbush Securities
California
$111K
VF
83
Virtu Financial
New York
$111K
IAS
84
Integrity Advisory Solutions
Texas
$103K
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$91.8K
WAAG
86
Wealth Alliance Advisory Group
Kansas
$90K
GP
87
Gridiron Partners
Pennsylvania
$89.3K
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$87.9K
GWM
89
Geneos Wealth Management
Colorado
$84.8K
WH
90
Willner & Heller
California
$82.6K
AWA
91
Amplius Wealth Advisors
Pennsylvania
$82.5K
ASN
92
Advisory Services Network
Georgia
$76.5K
Comerica Bank
93
Comerica Bank
Texas
$62.7K
AG
94
AmeriFlex Group
Nevada
$57K
HCM
95
Hollencrest Capital Management
California
$44.8K
AF
96
Allworth Financial
California
$42.2K
SIS
97
Sound Income Strategies
Florida
$35.7K
EPGL
98
Estate Planners Group, LLC
Pennsylvania
$35.6K
PWPS
99
Pinnacle Wealth Planning Services
Ohio
$32.5K
HWP
100
Highline Wealth Partners
California
$28K