RCS

PIMCO Strategic Income Fund
RCS

Overview Fund Activity

63 hedge funds and large institutions have $49M invested in PIMCO Strategic Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-7
Holders Change %
-10%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
12
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$12.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.15M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.09M
4
UBS Group
4
UBS Group
Switzerland
$1.87M
5
JWCA
5
J.W. Cole Advisors
Florida
$388K

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$0
2
LPL Financial
2
LPL Financial
California
$5.75M
3
IA
3
IFP Advisors
Florida
$118K
4
AFG
4
Atomi Financial Group
New York
$209K
5
OL
5
Owen LaRue
Kentucky
$869K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
26
Atomi Financial Group
New York
$209K -$404K -64,701 -66%
MWM
27
Modern Wealth Management
Kansas
$191K +$191K +30,565 New
SPWM
28
Straight Path Wealth Management
Michigan
$184K -$2.24K -359 -1%
KA
29
Kovack Advisors
Florida
$152K +$4.64K +743 +3%
FZCM
30
Flynn Zito Capital Management
New York
$151K +$3K +480 +2%
AAG
31
Armstrong Advisory Group
Massachusetts
$129K – – –
IA
32
IFP Advisors
Florida
$118K -$1.89M -301,657 -94%
ClearBridge Investments
33
ClearBridge Investments
New York
$111K – – –
BWMG
34
Barnes Wealth Management Group
California
$105K +$40.3K +6,450 +62%
QFW
35
QTR Family Wealth
Florida
$103K +$103K +16,460 New
FWM
36
FSA Wealth Management
Massachusetts
$97.5K +$10K +1,605 +11%
MAG
37
MRA Advisory Group
New Jersey
$92.6K +$750 +120 +0.8%
Creative Planning
38
Creative Planning
Kansas
$89.1K +$21.3K +3,406 +31%
EH
39
Equitable Holdings
New York
$83.2K +$83.2K +13,308 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$77K -$20.6K -3,300 -21%
PAG
41
Private Advisor Group
New Jersey
$75.8K -$9.43K -1,509 -11%
ACI
42
Alpha Cubed Investments
California
$75K – – –
HighTower Advisors
43
HighTower Advisors
Illinois
$69.6K +$2.61K +417 +4%
IC
44
IEQ Capital
California
$63K +$63K +10,082 New
KMWM
45
Keudell/Morrison Wealth Management
Oregon
$62.5K – – –
CA
46
Continuum Advisory
Idaho
$50.9K – – –
HI
47
Harbour Investments
Wisconsin
$39.6K +$275 +44 +0.7%
MSG
48
Main Street Group
Virginia
$38.9K +$219 +35 +0.6%
Comerica Bank
49
Comerica Bank
Texas
$33.1K +$30K +4,795 +959%
CA
50
CoreCap Advisors
Michigan
$32.3K – – –
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