RCS

PIMCO Strategic Income Fund
RCS

Overview Fund Activity

66 hedge funds and large institutions have $52.1M invested in PIMCO Strategic Income Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
27
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.69M
2
BEI
2
Benjamin Edwards Inc
Missouri
$2.96M
3
Mariner
3
Mariner
Kansas
$112K
4
First Trust Advisors
4
First Trust Advisors
Illinois
$85.4K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.23M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$4.44M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$13.3M
3
OL
3
Owen LaRue
Kentucky
$570K
4
BWP
4
Balboa Wealth Partners
Arizona
$762K
5
BAAM
5
Baker Avenue Asset Management
California
$338K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$13.3M 1,917,133 -62,099 -3%
Osaic Holdings
2
Osaic Holdings
Arizona
$6.95M 912,721 -23,956 -3%
Morgan Stanley
3
Morgan Stanley
New York
$4.68M 672,248 +8,225 +1%
LPL Financial
4
LPL Financial
California
$4.44M 637,440 -282,080 -31%
BEI
5
Benjamin Edwards Inc
Missouri
$2.96M 425,434 +20,093 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.86M 410,551 +1,751 +0.4%
UBS Group
7
UBS Group
Switzerland
$2.69M 386,907 +87,476 +29%
Citadel Advisors
8
Citadel Advisors
Florida
$1.23M 176,794 +2,244 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.23M 176,318 +11,560 +7%
MAM
10
Milestone Asset Management
Pennsylvania
$1.11M 158,923 -6,660 -4%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$1.05M 150,546 +214 +0.1%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$870K 125,010 -16,641 -12%
BWP
13
Balboa Wealth Partners
Arizona
$762K 109,552 -53,282 -33%
NA
14
NewEdge Advisors
Louisiana
$724K 104,057 -5,623 -5%
BCG
15
Bravias Capital Group
New Jersey
$592K 85,000 +1,102 +1%
OL
16
Owen LaRue
Kentucky
$570K 81,828 -57,239 -41%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$508K 72,983 +1,674 +2%
MA
18
Mutual Advisors
Nebraska
$464K 65,916 +658 +1%
JWCA
19
J.W. Cole Advisors
Florida
$438K 62,928 +798 +1%
AAS
20
Ameritas Advisory Services
Nebraska
$385K 55,255 +88 +0.2%
KFGK
21
Keystone Financial Group (Kentucky)
Kentucky
$375K 53,930 – –
BAAM
22
Baker Avenue Asset Management
California
$338K 48,574 -31,056 -39%
Raymond James Financial
23
Raymond James Financial
Florida
$316K 45,428 -1,903 -4%
Bank of America
24
Bank of America
North Carolina
$274K 39,407 -5,012 -11%
AFG
25
Atomi Financial Group
New York
$230K 32,979 -402 -1%
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