We are live on ! Find out more
TSI

TCW Strategic Income Fund

62 hedge funds and large institutions have $107M invested in TCW Strategic Income Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

8% more capital invested

Capital invested by funds: $99.6M → $107M (+$7.55M)

2.81% more ownership

Funds ownership: 43.31%46.12% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 6462 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
20
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$36.4M +$2.77M +570,125 +8%
JWM
2
JP Wealth Management
South Carolina
$14.8M +$1.01M +207,300 +7%
1CP
3
1607 Capital Partners
Virginia
$13M +$2.27M +467,821 +21%
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$7.36M -$603K -124,228 -8%
Morgan Stanley
5
Morgan Stanley
New York
$5.75M +$171K +35,194 +3%
NCM
6
Northside Capital Management
Oregon
$5.15M -$121K -25,000 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$4.79M +$244K +50,274 +5%
Ameriprise
8
Ameriprise
Minnesota
$4.51M -$337K -69,338 -7%
SIA
9
SeaBridge Investment Advisors
New Jersey
$3.33M +$775K +159,643 +30%
Invesco
10
Invesco
Georgia
$1.95M +$15.7K +3,225 +0.8%
Wells Fargo
11
Wells Fargo
California
$1.31M +$204K +42,000 +18%
NWMP
12
Noble Wealth Management PBC
Colorado
$834K +$350 +72 +0%
RP
13
Riverbridge Partners
Minnesota
$795K +$74.4K +15,331 +10%
UBS Group
14
UBS Group
Switzerland
$748K +$335 +69 +0%
Osaic Holdings
15
Osaic Holdings
Arizona
$557K +$59K +12,162 +12%
IC
16
IEQ Capital
California
$370K +$369K +76,049 New
FFA
17
First Foundation Advisors
California
$328K -$30.2K -6,227 -8%
TW
18
Transform Wealth
Colorado
$268K
HighTower Advisors
19
HighTower Advisors
Illinois
$252K -$7.89K -1,625 -3%
IFWM
20
Institute for Wealth Management
Colorado
$240K
RFN
21
RDA Financial Network
Iowa
$229K -$2.04K -420 -0.9%
IA
22
Intellus Advisors
Florida
$228K +$5.14K +1,059 +2%
IAIM
23
International Assets Investment Management
Florida
$225K
CSP
24
Cary Street Partners
Virginia
$220K -$43.6K -8,974 -17%
TPW
25
Transatlantique Private Wealth
New York
$217K +$25.4K +5,240 +13%

TSI Hedge Fund Activity: Q1 2025 in Review

62 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q1 2025, worth a combined $107M — up 7.6% from $99.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of TSI and 5 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 20 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.77M. The largest seller was Kovitz Investment Group Partners, cutting an estimated $603K.

  • 62 institutional investors held TCW Strategic Income Fund (TSI) as of Q1 2025, down from 64 in Q4 2024.
  • Funds reported $107M of TCW Strategic Income Fund stock for Q1 2025, up 7.6% quarter-over-quarter.
  • 5 funds opened new TCW Strategic Income Fund positions in Q1 2025 and 6 closed out, a net change of -1 holder.
  • The largest TCW Strategic Income Fund buyer in Q1 2025 was Sit Investment Associates, an estimated $2.77M added.
  • The largest TCW Strategic Income Fund seller in Q1 2025 was Kovitz Investment Group Partners, an estimated $603K sold.

Based on aggregated 13F filings for Q1 2025.