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PFN

PIMCO Income Strategy Fund II
PFN

120 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, 35 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

4% more funds holding

Funds holding: 115 → 120 (+5)

0% more capital invested

Capital invested by funds: $120M → $120M (+$389K)

2.78% less ownership

Funds ownership: 20.23% → 17.45% (-2.8%)

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
35
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CF
Centaurus Financial
California
+$1.81M
2
WA
Whipplewood Advisors
Colorado
+$959K
3
GC
Guggenheim Capital
Illinois
+$746K
4
KMWM
Keudell/Morrison Wealth Management
Oregon
+$561K
5
Ameriprise
Ameriprise
Minnesota
+$552K

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$541K
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$391K
3
CL
Choreo LLC
Illinois
-$307K
4
Osaic Holdings
Osaic Holdings
Arizona
-$269K
5
AWM
Apollon Wealth Management
South Carolina
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
101
Thurston Springer Miller Herd & Titak
Indiana
$23.3K +$651 +90 +3%
Comerica Bank
102
Comerica Bank
Texas
$22.2K – – –
JFA
103
JNBA Financial Advisors
Minnesota
$19K +$2K +277 +12%
CTA
104
Colonial Trust Advisors
South Carolina
$14K – – –
SL
105
Salomon & Ludwin
Virginia
$10.8K – – –
HI
106
Harbour Investments
Wisconsin
$9.79K +$275 +38 +3%
FIA
107
FNY Investment Advisers
New York
$8K – – –
GI
108
GS Investments
Minnesota
$7.39K – – –
TCOV
109
Trust Company of Vermont
Vermont
$7.21K +$7.05K +975 New
CWP
110
Concord Wealth Partners
Virginia
$7.07K +$202 +28 +3%
CFD
111
Creative Financial Designs
Indiana
$6.54K – – –
BHWM
112
Beaird Harris Wealth Management
Texas
$5.91K – – –
LC
113
Luminist Capital
Michigan
$5.59K – – –
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$5.17K – – –
KFI
115
Key Financial Inc
Pennsylvania
$4.05K – – –
MMCM
116
Murphy & Mullick Capital Management
New York
$3.69K – – –
MSFP
117
Mark Sheptoff Financial Planning
Connecticut
$3.13K – – –
SWM
118
Spire Wealth Management
Virginia
$3.02K – – –
CIBC Private Wealth Group
119
CIBC Private Wealth Group
Georgia
$229 – – –
RFP
120
Root Financial Partners
California
– -$204K -26,995 Closed
FFN
121
Focus Financial Network
Minnesota
– -$194K -25,531 Closed
SLFPAM
122
St. Louis Financial Planners Asset Management
Missouri
– -$161K -21,352 Closed
ASN
123
Advisory Services Network
Georgia
– -$139K -18,461 Closed
CW
124
CreativeOne Wealth
Kansas
– -$114K -15,150 Closed
GVAG
125
Great Valley Advisor Group
Delaware
– -$103K -13,668 Closed
2 3 4
5
6

PFN Hedge Fund Activity: Q2 2025 in Review

120 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund II (PFN) for Q2 2025, worth a combined $120M — up 0.32% from $120M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PFN positions and 10 closed out — a net gain of 6 holders — while 35 added to existing stakes and 31 trimmed.

The largest buyer was Centaurus Financial, adding an estimated $1.81M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $541K.

  • 120 institutional investors held PIMCO Income Strategy Fund II (PFN) as of Q2 2025, up from 115 in Q1 2025.
  • Funds reported $120M of PIMCO Income Strategy Fund II stock for Q2 2025, up 0.32% quarter-over-quarter.
  • 16 funds opened new PIMCO Income Strategy Fund II positions in Q2 2025 and 10 closed out, a net change of +6 holders.
  • The largest PIMCO Income Strategy Fund II buyer in Q2 2025 was Centaurus Financial, an estimated $1.81M added.
  • The largest PIMCO Income Strategy Fund II seller in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $541K sold.

Based on aggregated 13F filings for Q2 2025.