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
JFA
101
JNBA Financial Advisors
Minnesota
$19K
CTA
102
Colonial Trust Advisors
South Carolina
$14K
SL
103
Salomon & Ludwin
Virginia
$10.8K
HI
104
Harbour Investments
Wisconsin
$9.79K
FIA
105
FNY Investment Advisers
New York
$8K
GI
106
GS Investments
Minnesota
$7.39K
TCOV
107
Trust Company of Vermont
Vermont
$7.21K
CWP
108
Concord Wealth Partners
Virginia
$7.07K
CFD
109
Creative Financial Designs
Indiana
$6.54K
BHWM
110
Beaird Harris Wealth Management
Texas
$5.91K
LC
111
Luminist Capital
Michigan
$5.59K
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$5.17K
KFI
113
Key Financial Inc
Pennsylvania
$4.05K
MMCM
114
Murphy & Mullick Capital Management
New York
$3.69K
MSFP
115
Mark Sheptoff Financial Planning
Connecticut
$3.13K
SWM
116
Spire Wealth Management
Virginia
$3.02K
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$229
RFP
118
Root Financial Partners
California
FFN
119
Focus Financial Network
Minnesota
SLFPAM
120
St. Louis Financial Planners Asset Management
Missouri
ASN
121
Advisory Services Network
Georgia
CW
122
CreativeOne Wealth
Kansas
GVAG
123
Great Valley Advisor Group
Delaware
AWA
124
Arete Wealth Advisors
Illinois
TWC
125
TD Waterhouse Canada
Ontario, Canada