PIMCO Income Strategy Fund II
PFN
122 hedge funds and large institutions have $123M invested in PIMCO Income Strategy Fund II in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 12 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 25
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
2% more funds holding
Funds holding: 120 → 122 (+2)
2% more capital invested
Capital invested by funds: $120M → $123M (+$2.89M)
0.42% more ownership
Funds ownership: 17.45% → 17.87% (+0.42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GP
Gridiron Partners
Wexford,
Pennsylvania
|
+$3.28M |
| 2 |
Morgan Stanley
New York
|
+$1.64M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$993K |
| 4 |
LPL Financial
San Diego,
California
|
+$926K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$887K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$5.59M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.18M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$565K |
| 4 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$490K |
| 5 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
-$395K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Balyasny Asset Management
Chicago,
Illinois
| – | -$143K | -19,405 | Closed |
|
|
TSS
127
Two Sigma Securities
New York
| – | -$128K | -17,292 | Closed |
|
|
SG
128
StoneX Group
New York
| – | -$109K | -14,685 | Closed |
|
|
DADC
129
D.A. Davidson & Co
Great Falls,
Montana
| – | -$107K | -14,518 | Closed |
|
|
EH
130
Equitable Holdings
New York
| – | -$98.1K | -13,279 | Closed |
|
|
TSMHT
131
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$23.3K | -3,156 | Closed |
|
|
TCOV
132
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$7.21K | -975 | Closed |
|
|
BHWM
133
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$5.91K | -800 | Closed |
|
|
SWM
134
Spire Wealth Management
Mclean,
Virginia
| – | -$3.02K | -409 | Closed |
|
PFN Hedge Fund Activity: Q3 2025 in Review
122 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund II (PFN) for Q3 2025, worth a combined $123M — up 2.4% from $120M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PFN positions and 12 closed out — a net gain of 5 holders — while 44 added to existing stakes and 25 trimmed.
The largest buyer was Gridiron Partners, adding an estimated $3.28M. The largest seller was Rivernorth Capital Management, cutting an estimated $5.59M.
- 122 institutional investors held PIMCO Income Strategy Fund II (PFN) as of Q3 2025, up from 120 in Q2 2025.
- Funds reported $123M of PIMCO Income Strategy Fund II stock for Q3 2025, up 2.4% quarter-over-quarter.
- 17 funds opened new PIMCO Income Strategy Fund II positions in Q3 2025 and 12 closed out, a net change of +5 holders.
- The largest PIMCO Income Strategy Fund II buyer in Q3 2025 was Gridiron Partners, an estimated $3.28M added.
- The largest PIMCO Income Strategy Fund II seller in Q3 2025 was Rivernorth Capital Management, an estimated $5.59M sold.
Based on aggregated 13F filings for Q3 2025.