PFN

PIMCO Income Strategy Fund II
PFN

Overview Fund Activity

117 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.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
1.57%
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
Centaurus Financial
California
+$1.85M
2
WA
Whipplewood Advisors
Colorado
+$981K
3
GC
Guggenheim Capital
Illinois
+$763K
4
KMWM
Keudell/Morrison Wealth Management
Oregon
+$573K
5
Ameriprise
Ameriprise
Minnesota
+$564K

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$553K
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$400K
3
Osaic Holdings
Osaic Holdings
Arizona
-$384K
4
CL
Choreo LLC
Illinois
-$315K
5
AWM
Apollon Wealth Management
South Carolina
-$226K
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
101
Colonial Trust Advisors
South Carolina
$14K – – –
SL
102
Salomon & Ludwin
Virginia
$10.8K – – –
HI
103
Harbour Investments
Wisconsin
$9.79K +$281 +38 +3%
FIA
104
FNY Investment Advisers
New York
$8K – – –
GI
105
GS Investments
Minnesota
$7.39K – – –
TCOV
106
Trust Company of Vermont
Vermont
$7.21K +$7.21K +975 New
CWP
107
Concord Wealth Partners
Virginia
$7.07K +$207 +28 +3%
CFD
108
Creative Financial Designs
Indiana
$6.54K – – –
BHWM
109
Beaird Harris Wealth Management
Texas
$5.91K – – –
LC
110
Luminist Capital
Michigan
$5.59K – – –
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$5.18K – – –
KFI
112
Key Financial Inc
Pennsylvania
$4.05K – – –
MMCM
113
Murphy & Mullick Capital Management
New York
$3.7K – – –
MSFP
114
Mark Sheptoff Financial Planning
Connecticut
$3.13K – – –
SWM
115
Spire Wealth Management
Virginia
$3.02K – – –
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$229 – – –
RFP
117
Root Financial Partners
California
– -$204K -26,995 Closed
FFN
118
Focus Financial Network
Minnesota
– -$194K -25,531 Closed
SLFPAM
119
St. Louis Financial Planners Asset Management
Missouri
– -$161K -21,352 Closed
ASN
120
Advisory Services Network
Georgia
– -$139K -18,461 Closed
CW
121
CreativeOne Wealth
Kansas
– -$114K -15,150 Closed
GVAG
122
Great Valley Advisor Group
Delaware
– -$103K -13,668 Closed
AWA
123
Arete Wealth Advisors
Illinois
– -$76K -10,042 Closed
TWC
124
TD Waterhouse Canada
Ontario, Canada
– -$15.9K -2,100 Closed
IA
125
IFP Advisors
Florida
– -$12.2K -1,622 Closed
2 3 4
5
6