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 %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$30.7K – – –
PS
52
Principal Securities
Iowa
$16.4K – – –
SWIM
53
Smallwood Wealth Investment Management
New Jersey
$13.5K +$13.5K +2,165 New
Wells Fargo
54
Wells Fargo
California
$13.2K +$10.2K +1,635 +343%
CI
55
CX Institutional
Indiana
$9K +$9K +1,499 New
AF
56
Allworth Financial
California
$7.27K – – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$6.25K – – –
AG
58
AmeriFlex Group
Nevada
$5.97K -$169 -27 -3%
SAM
59
S.A. Mason
Michigan
$4.84K +$4.84K +775 New
FIA
60
FNY Investment Advisers
New York
$3K – – –
PWA
61
Physician Wealth Advisors
Utah
$1.3K – – –
MCM
62
MAI Capital Management
Ohio
$1.11K – – –
EB
63
Eastern Bank
Massachusetts
$894 +$894 +143 New
KAS
64
Kestra Advisory Services
Texas
– -$5.26M -690,917 Closed
VCWA
65
Vanguard Capital Wealth Advisors
Colorado
– -$191K -25,000 Closed
MML Investors Services
66
MML Investors Services
Massachusetts
– -$173K -22,762 Closed
N
67
Natixis
France
– -$158K -21,570 Closed
CWM
68
Centric Wealth Management
Illinois
– -$133K -17,512 Closed
PAG
69
Private Advisory Group
Washington
– -$109K -14,349 Closed
Stifel Financial
70
Stifel Financial
Missouri
– -$79.6K -10,442 Closed
CWC
71
Carolinas Wealth Consulting
North Carolina
– -$39.2K -5,146 Closed
BF
72
BOK Financial
Oklahoma
– -$13.4K -2,150 Closed
EC
73
Elequin Capital
New York
– -$16.1K -2,111 Closed
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
– -$6K -732 Closed
CAS
75
Coppell Advisory Solutions
Texas
– -$2.2K -301 Closed
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