PIMCO Income Strategy Fund II
PFN
120 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, 35 increasing their positions, 31 reducing their positions, and 10 closing their positions.
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
13% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 31
4% more funds holding
Funds holding: 115 → 120 (+5)
0% more capital invested
Capital invested by funds: $120M → $120M (+$389K)
2.78% less ownership
Funds ownership: 20.23% → 17.45% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.81M |
| 2 |
WA
Whipplewood Advisors
Littleton,
Colorado
|
+$959K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$746K |
| 4 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
+$561K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$552K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$541K |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$391K |
| 3 |
CL
Choreo LLC
Rockford,
Illinois
|
-$307K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$269K |
| 5 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$221K |
PFN Hedge Fund Activity: Q2 2025 in Review
120 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund II (PFN) for Q2 2025, worth a combined $120M — up 0.32% from $120M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PFN positions and 10 closed out — a net gain of 6 holders — while 35 added to existing stakes and 31 trimmed.
The largest buyer was Centaurus Financial, adding an estimated $1.81M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $541K.
- 120 institutional investors held PIMCO Income Strategy Fund II (PFN) as of Q2 2025, up from 115 in Q1 2025.
- Funds reported $120M of PIMCO Income Strategy Fund II stock for Q2 2025, up 0.32% quarter-over-quarter.
- 16 funds opened new PIMCO Income Strategy Fund II positions in Q2 2025 and 10 closed out, a net change of +6 holders.
- The largest PIMCO Income Strategy Fund II buyer in Q2 2025 was Centaurus Financial, an estimated $1.81M added.
- The largest PIMCO Income Strategy Fund II seller in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $541K sold.
Based on aggregated 13F filings for Q2 2025.