PIMCO Income Strategy Fund II
PFN
122 hedge funds and large institutions have $121M invested in PIMCO Income Strategy Fund II in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 18 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 29
11% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 18
0% more funds holding
Funds holding: 122 → 122 (0)
0.66% less ownership
Funds ownership: 17.87% → 17.2% (-0.66%)
2% less capital invested
Capital invested by funds: $123M → $121M (-$2.72M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$11M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.34M |
| 3 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$2.33M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.5M |
| 5 |
Morgan Stanley
New York
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$8.65M |
| 2 |
GP
Gridiron Partners
Wexford,
Pennsylvania
|
-$3.24M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.46M |
| 4 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
-$2.43M |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$2.43M |
PFN Hedge Fund Activity: Q4 2025 in Review
122 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund II (PFN) for Q4 2025, worth a combined $121M — down 2.2% from $123M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new PFN positions and 18 closed out — a net gain of 2 holders — while 39 added to existing stakes and 29 trimmed.
The largest buyer was Steward Partners Investment Advisory, adding an estimated $11M. The largest seller was Rivernorth Capital Management, cutting an estimated $8.65M.
- 122 institutional investors held PIMCO Income Strategy Fund II (PFN) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $121M of PIMCO Income Strategy Fund II stock for Q4 2025, down 2.2% quarter-over-quarter.
- 20 funds opened new PIMCO Income Strategy Fund II positions in Q4 2025 and 18 closed out, a net change of +2 holders.
- The largest PIMCO Income Strategy Fund II buyer in Q4 2025 was Steward Partners Investment Advisory, an estimated $11M added.
- The largest PIMCO Income Strategy Fund II seller in Q4 2025 was Rivernorth Capital Management, an estimated $8.65M sold.
Based on aggregated 13F filings for Q4 2025.