PFN

PIMCO Income Strategy Fund II

118 hedge funds and large institutions have $120M 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.

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
DADC
76
D.A. Davidson & Co
Montana
$107K
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$106K
WS
78
Wedbush Securities
California
$101K
EH
79
Equitable Holdings
New York
$98.1K
GWM
80
Geneos Wealth Management
Colorado
$93K
WAAG
81
Wealth Alliance Advisory Group
Kansas
$88.7K
Koshinski Asset Management
82
Koshinski Asset Management
Illinois
$86.6K
VAM
83
Verity Asset Management
North Carolina
$86.4K
SF
84
Summit Financial
New Jersey
$84.9K
WH
85
Willner & Heller
California
$81.4K
AWA
86
Amplius Wealth Advisors
Pennsylvania
$81.3K
IWA
87
IBEX Wealth Advisors
New Jersey
$81.2K
GP
88
Gridiron Partners
Pennsylvania
$80.3K
WIA
89
World Investment Advisors
California
$79.6K
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$77.7K
AWS
91
Atria Wealth Solutions
New York
$77K
AG
92
AmeriFlex Group
Nevada
$55.9K
SPIA
93
Steward Partners Investment Advisory
New York
$45.1K
HCM
94
Hollencrest Capital Management
California
$44.1K
AF
95
Allworth Financial
California
$40.7K
SIS
96
Sound Income Strategies
Florida
$35.4K
GWSG
97
GPS Wealth Strategies Group
Colorado
$30.1K
US Bancorp
98
US Bancorp
Minnesota
$27K
TSMHT
99
Thurston Springer Miller Herd & Titak
Indiana
$23.3K
Comerica Bank
100
Comerica Bank
Texas
$22.2K