PFN

PIMCO Income Strategy Fund II
PFN

Overview Fund Activity

115 hedge funds and large institutions have $119M 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.

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
33
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$2.64M
2
WA
2
Whipplewood Advisors
Colorado
$981K
3
GC
3
Guggenheim Capital
Illinois
$14M
4
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$573K
5
Ameriprise
5
Ameriprise
Minnesota
$5.6M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.7M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$2.28M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.75M
4
CL
4
Choreo LLC
Illinois
$307K
5
AWM
5
Apollon Wealth Management
South Carolina
$323K
Name Market Value Shares Shares
Change 		Shares
Change %
CTA
101
Colonial Trust Advisors
South Carolina
$14K 1,900 – –
SL
102
Salomon & Ludwin
Virginia
$10.8K 1,450 – –
HI
103
Harbour Investments
Wisconsin
$9.79K 1,325 +38 +3%
FIA
104
FNY Investment Advisers
New York
$8K 1,200 – –
GI
105
GS Investments
Minnesota
$7.39K 1,000 – –
TCOV
106
Trust Company of Vermont
Vermont
$7.21K 975 +975 New
CWP
107
Concord Wealth Partners
Virginia
$7.07K 957 +28 +3%
CFD
108
Creative Financial Designs
Indiana
$6.54K 885 – –
LC
109
Luminist Capital
Michigan
$5.59K 751 – –
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$5.18K 700 – –
KFI
111
Key Financial Inc
Pennsylvania
$4.05K 548 – –
MMCM
112
Murphy & Mullick Capital Management
New York
$3.7K 500 – –
MSFP
113
Mark Sheptoff Financial Planning
Connecticut
$3.13K 300 – –
SWM
114
Spire Wealth Management
Virginia
$3.02K 409 – –
RFP
115
Root Financial Partners
California
– – -26,995 Closed
FFN
116
Focus Financial Network
Minnesota
– – -25,531 Closed
SLFPAM
117
St. Louis Financial Planners Asset Management
Missouri
– – -21,352 Closed
ASN
118
Advisory Services Network
Georgia
– – -18,461 Closed
CW
119
CreativeOne Wealth
Kansas
– – -15,150 Closed
GVAG
120
Great Valley Advisor Group
Delaware
– – -13,668 Closed
AWA
121
Arete Wealth Advisors
Illinois
– – -10,042 Closed
TWC
122
TD Waterhouse Canada
Ontario, Canada
– – -2,100 Closed
IA
123
IFP Advisors
Florida
– – -1,622 Closed
TRCT
124
Tower Research Capital (TRC)
New York
– – -37 Closed
POIA
125
Pin Oak Investment Advisors
Texas
$0 50 +50 New
1 2 3 4
5