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

Top Sellers

1
LPL Financial
LPL Financial
California
$4.44M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$13.3M
3
OL
Owen LaRue
Kentucky
$570K
4
BWP
Balboa Wealth Partners
Arizona
$762K
5
BAAM
Baker Avenue Asset Management
California
$338K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$13.3M -$432K -62,099 -3%
Osaic Holdings
2
Osaic Holdings
Arizona
$6.95M -$183K -23,956 -3%
Morgan Stanley
3
Morgan Stanley
New York
$4.68M +$57.2K +8,225 +1%
LPL Financial
4
LPL Financial
California
$4.44M -$1.96M -282,080 -31%
BEI
5
Benjamin Edwards Inc
Missouri
$2.96M +$140K +20,093 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.86M +$12.2K +1,751 +0.4%
UBS Group
7
UBS Group
Switzerland
$2.69M +$609K +87,476 +29%
Citadel Advisors
8
Citadel Advisors
Florida
$1.23M +$15.6K +2,244 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.23M +$80.5K +11,560 +7%
MAM
10
Milestone Asset Management
Pennsylvania
$1.11M -$46.4K -6,660 -4%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$1.05M +$1.49K +214 +0.1%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$870K -$116K -16,641 -12%
BWP
13
Balboa Wealth Partners
Arizona
$762K -$371K -53,282 -33%
NA
14
NewEdge Advisors
Louisiana
$724K -$39.1K -5,623 -5%
BCG
15
Bravias Capital Group
New Jersey
$592K +$7.67K +1,102 +1%
OL
16
Owen LaRue
Kentucky
$570K -$398K -57,239 -41%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$508K +$11.7K +1,674 +2%
MA
18
Mutual Advisors
Nebraska
$464K +$4.63K +658 +1%
JWCA
19
J.W. Cole Advisors
Florida
$438K +$5.55K +798 +1%
AAS
20
Ameritas Advisory Services
Nebraska
$385K +$612 +88 +0.2%
KFGK
21
Keystone Financial Group (Kentucky)
Kentucky
$375K – – –
BAAM
22
Baker Avenue Asset Management
California
$338K -$216K -31,056 -39%
Raymond James Financial
23
Raymond James Financial
Florida
$316K -$13.2K -1,903 -4%
Bank of America
24
Bank of America
North Carolina
$274K -$34.9K -5,012 -11%
AFG
25
Atomi Financial Group
New York
$230K -$2.8K -402 -1%
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