RCS

PIMCO Strategic Income Fund
RCS

Overview Fund Activity

68 hedge funds and large institutions have $52.3M 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, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
27
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$609K
2
BEI
Benjamin Edwards Inc
Missouri
+$140K
3
Mariner
Mariner
Kansas
+$112K
4
First Trust Advisors
First Trust Advisors
Illinois
+$85.4K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$80.5K

Top Sellers

1
LPL Financial
LPL Financial
California
-$1.96M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$432K
3
OL
Owen LaRue
Kentucky
-$398K
4
BWP
Balboa Wealth Partners
Arizona
-$371K
5
BAAM
Baker Avenue Asset Management
California
-$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPWM
26
Straight Path Wealth Management
Michigan
$219K +$13.9K +2,000 +7%
MWM
27
Modern Wealth Management
Kansas
$217K +$4.16K +598 +2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$172K -$125K -18,019 -42%
KA
29
Kovack Advisors
Florida
$171K +$1.59K +229 +0.9%
EH
30
Equitable Holdings
New York
$152K +$59.9K +8,600 +65%
BWMG
31
Barnes Wealth Management Group
California
$145K +$27.8K +4,000 +24%
ClearBridge Investments
32
ClearBridge Investments
New York
$124K – – –
HighTower Advisors
33
HighTower Advisors
Illinois
$122K +$45K +6,463 +58%
Mariner
34
Mariner
Kansas
$112K +$112K +16,063 New
Creative Planning
35
Creative Planning
Kansas
$108K +$8.47K +1,217 +9%
AAG
36
Armstrong Advisory Group
Massachusetts
$106K -$11.5K -1,655 -10%
FWM
37
FSA Wealth Management
Massachusetts
$87.7K -$20.9K -3,000 -19%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$86K +$663 +96 +0.8%
QFW
39
QTR Family Wealth
Florida
$85.4K -$29.1K -4,184 -25%
First Trust Advisors
40
First Trust Advisors
Illinois
$85.4K +$85.4K +12,276 New
PAG
41
Private Advisor Group
New Jersey
$84.6K +$216 +31 +0.3%
MAG
42
MRA Advisory Group
New Jersey
$83.9K -$19.3K -2,772 -19%
ACI
43
Alpha Cubed Investments
California
$83.5K – – –
FPAS
44
Focus Partners Advisor Solutions
Missouri
$79.7K +$79.7K +11,450 New
TC
45
TownSquare Capital
Utah
$73.4K +$73.4K +10,548 New
SG
46
StoneX Group
New York
$71.8K +$71.8K +10,308 New
MML Investors Services
47
MML Investors Services
Massachusetts
$70K +$70K +10,059 New
KMWM
48
Keudell/Morrison Wealth Management
Oregon
$69.6K – – –
HI
49
Harbour Investments
Wisconsin
$44.5K +$320 +46 +0.7%
MSG
50
Main Street Group
Virginia
$43.6K +$285 +41 +0.7%
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