PIMCO Income Strategy Fund II
PFN
115 hedge funds and large institutions have $120M invested in PIMCO Income Strategy Fund II in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 11 closing their positions.
68% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 25
0.58% more ownership
Funds ownership: 19.65% → 20.23% (+0.58%)
3% less funds holding
Funds holding: 118 → 115 (-3)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
41% less capital invested
Capital invested by funds: $202M → $120M (-$82.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.53M |
| 3 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$963K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$706K |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$699K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.48M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$617K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$563K |
| 4 |
Morgan Stanley
New York
|
-$506K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$244K |
PFN Hedge Fund Activity: Q1 2025 in Review
115 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund II (PFN) for Q1 2025, worth a combined $120M — down 41% from $202M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PFN and 9 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 42 added.
The largest buyer was Osaic Holdings, adding an estimated $1.6M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $1.48M.
- 115 institutional investors held PIMCO Income Strategy Fund II (PFN) as of Q1 2025, down from 118 in Q4 2024.
- Funds reported $120M of PIMCO Income Strategy Fund II stock for Q1 2025, down 41% quarter-over-quarter.
- 9 funds opened new PIMCO Income Strategy Fund II positions in Q1 2025 and 11 closed out, a net change of -2 holders.
- The largest PIMCO Income Strategy Fund II buyer in Q1 2025 was Osaic Holdings, an estimated $1.6M added.
- The largest PIMCO Income Strategy Fund II seller in Q1 2025 was Northwestern Mutual Wealth Management, an estimated $1.48M sold.
Based on aggregated 13F filings for Q1 2025.