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TSI

TCW Strategic Income Fund

62 hedge funds and large institutions have $109M invested in TCW Strategic Income Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

2% more capital invested

Capital invested by funds: $107M → $109M (+$1.82M)

0.59% more ownership

Funds ownership: 46.12%46.71% (+0.59%)

0% more funds holding

Funds holding: 6262 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

Holders
62
Holders Change
Holders Change %
0%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
16
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$39.5M +$2.98M +609,940 +8%
JWM
2
JP Wealth Management
South Carolina
$15.7M +$832K +170,288 +6%
1CP
3
1607 Capital Partners
Virginia
$12.6M -$415K -84,970 -3%
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$7.21M -$183K -37,421 -2%
Morgan Stanley
5
Morgan Stanley
New York
$5.99M +$223K +45,623 +4%
NCM
6
Northside Capital Management
Oregon
$5.17M
Raymond James Financial
7
Raymond James Financial
Florida
$4.67M -$141K -28,852 -3%
Ameriprise
8
Ameriprise
Minnesota
$4.27M -$257K -52,498 -6%
SIA
9
SeaBridge Investment Advisors
New Jersey
$3.93M +$589K +120,465 +18%
Wells Fargo
10
Wells Fargo
California
$1.19M -$125K -25,628 -9%
UBS Group
11
UBS Group
Switzerland
$897K +$146K +29,866 +19%
RP
12
Riverbridge Partners
Minnesota
$830K +$31.9K +6,527 +4%
WA
13
Whipplewood Advisors
Colorado
$772K +$774K +158,266 New
Osaic Holdings
14
Osaic Holdings
Arizona
$468K -$91.5K -18,718 -16%
Jane Street
15
Jane Street
New York
$343K +$344K +70,281 New
FFA
16
First Foundation Advisors
California
$259K -$70.4K -14,396 -21%
HighTower Advisors
17
HighTower Advisors
Illinois
$253K
IA
18
Intellus Advisors
Florida
$243K +$13.9K +2,836 +6%
IFWM
19
Institute for Wealth Management
Colorado
$239K -$1.96K -400 -0.8%
RFN
20
RDA Financial Network
Iowa
$224K -$5.87K -1,200 -3%
CSP
21
Cary Street Partners
Virginia
$221K
TPW
22
Transatlantique Private Wealth
New York
$218K
LPL Financial
23
LPL Financial
California
$210K +$137K +27,968 +185%
SPC
24
Sigma Planning Corp
Michigan
$205K
Bank of America
25
Bank of America
North Carolina
$204K +$24.4K +5,001 +14%

TSI Hedge Fund Activity: Q2 2025 in Review

62 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q2 2025, worth a combined $109M — up 1.7% from $107M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TSI positions and 5 closed out — a net gain of 5 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.98M. The largest seller was Invesco, exiting entirely with an estimated $1.95M sold.

  • 62 institutional investors held TCW Strategic Income Fund (TSI) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $109M of TCW Strategic Income Fund stock for Q2 2025, up 1.7% quarter-over-quarter.
  • 10 funds opened new TCW Strategic Income Fund positions in Q2 2025 and 5 closed out, a net change of +5 holders.
  • The largest TCW Strategic Income Fund buyer in Q2 2025 was Sit Investment Associates, an estimated $2.98M added.
  • The largest TCW Strategic Income Fund seller in Q2 2025 was Invesco, an estimated $1.95M sold.

Based on aggregated 13F filings for Q2 2025.