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 %
FIA
101
FNY Investment Advisers
New York
$9K – – –
GI
102
GS Investments
Minnesota
$7.54K – – –
CWP
103
Concord Wealth Partners
Virginia
$7K +$211 +28 +3%
CFD
104
Creative Financial Designs
Indiana
$6.67K – – –
BHWM
105
Beaird Harris Wealth Management
Texas
$6.03K +$6.03K +800 New
LC
106
Luminist Capital
Michigan
$5.68K – – –
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$5.28K – – –
KFI
108
Key Financial Inc
Pennsylvania
$4.13K – – –
MMCM
109
Murphy & Mullick Capital Management
New York
$3.77K +$3.77K +500 New
MSFP
110
Mark Sheptoff Financial Planning
Connecticut
$3.13K – – –
SWM
111
Spire Wealth Management
Virginia
$3.08K -$11.3K -1,497 -79%
TRCT
112
Tower Research Capital (TRC)
New York
$279 +$166 +22 +147%
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$216 – – –
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
– -$244K -32,726 Closed
LCM
115
Landscape Capital Management
New Jersey
– -$128K -17,233 Closed
GM
116
GeoWealth Management
Illinois
– -$114K -15,325 Closed
Citadel Advisors
117
Citadel Advisors
Florida
– -$91.9K -12,332 Closed
RAM
118
Readystate Asset Management
Illinois
– -$90.3K -12,120 Closed
Truist Financial
119
Truist Financial
North Carolina
– -$88.4K -11,870 Closed
Focus Partners Wealth
120
Focus Partners Wealth
Massachusetts
– -$78K -10,470 Closed
PFG
121
Putney Financial Group
California
– -$39.5K -5,305 Closed
SAM
122
Synergy Asset Management
Washington
– -$11.4K -1,500 Closed
RFG
123
REAP Financial Group
Texas
– -$1.82K -244 Closed
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