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RCS

PIMCO Strategic Income Fund

64 hedge funds and large institutions have $49.8M 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

133% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 12

0.73% more ownership

Funds ownership: 17.03%17.77% (+0.73%)

10% less funds holding

Funds holding: 7164 (-7)

14% less capital invested

Capital invested by funds: $57.8M → $49.8M (-$8.07M)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
64
Holders Change
-7
Holders Change %
-9.86%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$12.4M +$7.38M +1,162,247 +142%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.85M +$150K +23,633 +3%
LPL Financial
3
LPL Financial
California
$5.75M -$2.04M -320,404 -26%
Morgan Stanley
4
Morgan Stanley
New York
$4.15M +$1.68M +265,069 +66%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.56M -$5.9K -928 -0.2%
BEI
6
Benjamin Edwards Inc
Missouri
$2.53M +$93.7K +14,755 +4%
UBS Group
7
UBS Group
Switzerland
$1.87M +$574K +90,343 +43%
Citadel Advisors
8
Citadel Advisors
Florida
$1.09M +$1.03M +161,856 +1,275%
MAM
9
Milestone Asset Management
Pennsylvania
$1.03M +$202K +31,724 +24%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.03M +$4.87K +767 +0.5%
BWP
11
Balboa Wealth Partners
Arizona
$1.02M -$21.6K -3,392 -2%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$940K +$2.11K +332 +0.2%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$885K +$119K +18,687 +15%
OL
14
Owen LaRue
Kentucky
$869K -$404K -63,563 -31%
MWA
15
Medallion Wealth Advisors
Connecticut
$783K
NA
16
NewEdge Advisors
Louisiana
$685K -$31.5K -4,958 -4%
BCG
17
Bravias Capital Group
New Jersey
$524K +$5.76K +906 +1%
BAAM
18
Baker Avenue Asset Management
California
$498K
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$446K +$79.3K +12,489 +21%
AAS
20
Ameritas Advisory Services
Nebraska
$420K
JWCA
21
J.W. Cole Advisors
Florida
$388K +$203K +31,891 +105%
MA
22
Mutual Advisors
Nebraska
$365K +$102K +16,101 +33%
KFGK
23
Keystone Financial Group (Kentucky)
Kentucky
$337K +$3.18K +500 +0.9%
Raymond James Financial
24
Raymond James Financial
Florida
$296K -$67.6K -10,633 -18%
Bank of America
25
Bank of America
North Carolina
$278K +$33.9K +5,336 +14%

RCS Hedge Fund Activity: Q1 2025 in Review

64 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PIMCO Strategic Income Fund (RCS) for Q1 2025, worth a combined $49.8M — down 14% from $57.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of RCS and 8 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 28 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $7.38M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $5.26M sold.

  • 64 institutional investors held PIMCO Strategic Income Fund (RCS) as of Q1 2025, down from 71 in Q4 2024.
  • Funds reported $49.8M of PIMCO Strategic Income Fund stock for Q1 2025, down 14% quarter-over-quarter.
  • 8 funds opened new PIMCO Strategic Income Fund positions in Q1 2025 and 13 closed out, a net change of -5 holders.
  • The largest PIMCO Strategic Income Fund buyer in Q1 2025 was Cambridge Investment Research Advisors, an estimated $7.38M added.
  • The largest PIMCO Strategic Income Fund seller in Q1 2025 was Kestra Advisory Services, an estimated $5.26M sold.

Based on aggregated 13F filings for Q1 2025.