PFN

PIMCO Income Strategy Fund II

119 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, 34 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
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
SG
76
StoneX Group
New York
$109K
DADC
77
D.A. Davidson & Co
Montana
$107K
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$106K
WS
79
Wedbush Securities
California
$101K
EH
80
Equitable Holdings
New York
$98.1K
GWM
81
Geneos Wealth Management
Colorado
$93K
WAAG
82
Wealth Alliance Advisory Group
Kansas
$88.7K
Koshinski Asset Management
83
Koshinski Asset Management
Illinois
$86.6K
VAM
84
Verity Asset Management
North Carolina
$86.4K
SF
85
Summit Financial
New Jersey
$84.9K
WH
86
Willner & Heller
California
$81.4K
AWA
87
Amplius Wealth Advisors
Pennsylvania
$81.3K
IWA
88
IBEX Wealth Advisors
New Jersey
$81.2K
GP
89
Gridiron Partners
Pennsylvania
$80.3K
WIA
90
World Investment Advisors
California
$79.6K
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$77.7K
AWS
92
Atria Wealth Solutions
New York
$77K
AG
93
AmeriFlex Group
Nevada
$55.9K
SPIA
94
Steward Partners Investment Advisory
New York
$45.1K
HCM
95
Hollencrest Capital Management
California
$44.1K
AF
96
Allworth Financial
California
$40.7K
SIS
97
Sound Income Strategies
Florida
$35.4K
GWSG
98
GPS Wealth Strategies Group
Colorado
$30.1K
US Bancorp
99
US Bancorp
Minnesota
$27K
TSMHT
100
Thurston Springer Miller Herd & Titak
Indiana
$23.3K