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TSI

TCW Strategic Income Fund
TSI

59 hedge funds and large institutions have $113M invested in TCW Strategic Income Fund in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.25% more ownership

Funds ownership: 46.71% → 47.96% (+1.3%)

4% more capital invested

Capital invested by funds: $109M → $113M (+$3.84M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

5% less funds holding

Funds holding: 62 → 59 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
17
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$6.64M
2
SMA
Seven Mile Advisory
New Jersey
+$532K
3
Morgan Stanley
Morgan Stanley
New York
+$112K
4
Wells Fargo
Wells Fargo
California
+$109K
5
IA
Intellus Advisors
Florida
+$94K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$1.03M
2
JWM
JP Wealth Management
South Carolina
-$1.02M
3
NCM
Northside Capital Management
Oregon
-$754K
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$585K
5
SIA
SeaBridge Investment Advisors
New Jersey
-$530K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
26
International Assets Investment Management
Florida
$182K – – –
MML Investors Services
27
MML Investors Services
Massachusetts
$179K +$2.37K +479 +1%
TPW
28
Transatlantique Private Wealth
New York
$176K -$43.3K -8,773 -20%
UPS
29
UHLMANN PRICE SECURITIES
Illinois
$173K -$17.6K -3,561 -9%
WCM
30
Whitener Capital Management
North Carolina
$170K -$12.9K -2,610 -7%
SFS
31
Sowell Financial Services
Arkansas
$163K – – –
IWC
32
Integrated Wealth Concepts
Massachusetts
$157K -$593 -120 -0.4%
NSIM
33
North Star Investment Management
Illinois
$154K – – –
AF
34
Allworth Financial
California
$113K – – –
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$112K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$107K -$9.36K -1,896 -8%
FFA
37
First Foundation Advisors
California
$99.4K -$162K -32,792 -62%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$84.6K +$1.11K +225 +1%
TIM
39
Tortoise Investment Management
New York
$80.3K – – –
LGWM
40
Litman Gregory Wealth Management
California
$79.7K – – –
WT
41
Whittier Trust
California
$78.8K – – –
SA
42
Sanctuary Advisors
Indiana
$76.9K +$1.01K +205 +1%
Stifel Financial
43
Stifel Financial
Missouri
$70.1K +$252 +51 +0.4%
PAG
44
Private Advisor Group
New Jersey
$68.1K +$68.4K +13,850 New
RIA
45
Regal Investment Advisors
Michigan
$65.7K – – –
MGW
46
MB Generational Wealth
Washington
$63K +$63.3K +12,812 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$62.5K +$6.64K +1,345 +12%
BCWM
48
Bartlett & Co Wealth Management
Ohio
$59.8K – – –
XT
49
XTX Topco
Cayman Islands
$51.4K +$51.6K +10,444 New
AWE
50
Avidian Wealth Enterprises
Texas
$49.7K +$207 +42 +0.4%
1
2
3

TSI Hedge Fund Activity: Q3 2025 in Review

59 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q3 2025, worth a combined $113M — up 3.5% from $109M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TSI and 6 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 17 added.

The largest buyer was Sit Investment Associates, adding an estimated $6.64M. The largest seller was 1607 Capital Partners, cutting an estimated $1.03M.

  • 59 institutional investors held TCW Strategic Income Fund (TSI) as of Q3 2025, down from 62 in Q2 2025.
  • Funds reported $113M of TCW Strategic Income Fund stock for Q3 2025, up 3.5% quarter-over-quarter.
  • 6 funds opened new TCW Strategic Income Fund positions in Q3 2025 and 9 closed out, a net change of -3 holders.
  • The largest TCW Strategic Income Fund buyer in Q3 2025 was Sit Investment Associates, an estimated $6.64M added.
  • The largest TCW Strategic Income Fund seller in Q3 2025 was 1607 Capital Partners, an estimated $1.03M sold.

Based on aggregated 13F filings for Q3 2025.