PFN

PIMCO Income Strategy Fund II
PFN

Overview Fund Activity

113 hedge funds and large institutions have $119M invested in PIMCO Income Strategy Fund II in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-4
Holders Change %
-3.42%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
40
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.17M
2
Ameriprise
2
Ameriprise
Minnesota
$5.14M
3
EWA
3
EverSource Wealth Advisors
Alabama
$7.55M
4
CF
4
Centaurus Financial
California
$803K
5
JWCA
5
J.W. Cole Advisors
Florida
$1.87M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.3M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$2.74M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$451K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.34M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
76
Great Valley Advisor Group
Delaware
$103K +$226 +30 +0.2%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$99.9K – – –
AAS
78
Avantax Advisory Services
Texas
$90.8K +$2.66K +353 +3%
WAAG
79
Wealth Alliance Advisory Group
Kansas
$90.5K – – –
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$88.4K – – –
AWA
81
Amplius Wealth Advisors
Pennsylvania
$82.9K – – –
IWA
82
IBEX Wealth Advisors
New Jersey
$82.9K – – –
WH
83
Willner & Heller
California
$82.5K +$82.5K +10,945 New
WIA
84
World Investment Advisors
California
$81.3K – – –
AWS
85
Atria Wealth Solutions
New York
$78.2K – – –
AWA
86
Arete Wealth Advisors
Illinois
$76K +$76K +10,042 New
AG
87
AmeriFlex Group
Nevada
$57.3K – – –
SPIA
88
Steward Partners Investment Advisory
New York
$46K -$2.39K -317 -5%
HCM
89
Hollencrest Capital Management
California
$45K – – –
SIS
90
Sound Income Strategies
Florida
$36.1K – – –
GWSG
91
GPS Wealth Strategies Group
Colorado
$30.7K – – –
TSMHT
92
Thurston Springer Miller Herd & Titak
Indiana
$23.1K +$649 +86 +3%
Comerica Bank
93
Comerica Bank
Texas
$22.6K – – –
JFA
94
JNBA Financial Advisors
Minnesota
$17.3K +$483 +64 +3%
TWC
95
TD Waterhouse Canada
Ontario, Canada
$15.9K – – –
CTA
96
Colonial Trust Advisors
South Carolina
$14.3K – – –
AF
97
Allworth Financial
California
$14.2K +$395 +55 +3%
IA
98
IFP Advisors
Florida
$12.2K +$12.2K +1,622 New
SL
99
Salomon & Ludwin
Virginia
$10.9K – – –
HI
100
Harbour Investments
Wisconsin
$9.7K +$9.7K +1,287 New
1 2 3
4
5