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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
SIA
1
Sit Investment Associates
Minnesota
$46.5M +$6.64M +1,345,313 +17%
JWM
2
JP Wealth Management
South Carolina
$14.8M -$1.02M -207,000 -6%
1CP
3
1607 Capital Partners
Virginia
$11.7M -$1.03M -207,900 -8%
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$6.68M -$585K -118,480 -8%
Morgan Stanley
5
Morgan Stanley
New York
$6.15M +$112K +22,650 +2%
Raymond James Financial
6
Raymond James Financial
Florida
$4.62M -$88.4K -17,908 -2%
NCM
7
Northside Capital Management
Oregon
$4.46M -$754K -152,687 -14%
Ameriprise
8
Ameriprise
Minnesota
$4.02M -$289K -58,589 -7%
SIA
9
SeaBridge Investment Advisors
New Jersey
$3.43M -$530K -107,417 -13%
Wells Fargo
10
Wells Fargo
California
$1.31M +$109K +22,020 +9%
RP
11
Riverbridge Partners
Minnesota
$858K +$21K +4,252 +2%
WA
12
Whipplewood Advisors
Colorado
$785K +$6.43K +1,302 +0.8%
UBS Group
13
UBS Group
Switzerland
$772K -$133K -27,004 -15%
NWMP
14
Noble Wealth Management PBC
Colorado
$711K +$714K +144,525 New
SMA
15
Seven Mile Advisory
New Jersey
$530K +$532K +107,700 New
Osaic Holdings
16
Osaic Holdings
Arizona
$476K +$30 +6 +0%
IA
17
Intellus Advisors
Florida
$338K +$94K +19,042 +38%
HighTower Advisors
18
HighTower Advisors
Illinois
$306K +$51.2K +10,373 +20%
IFWM
19
Institute for Wealth Management
Colorado
$241K – – –
HC
20
Hara Capital
Washington
$223K +$54.8K +11,091 +32%
CSP
21
Cary Street Partners
Virginia
$223K – – –
RFN
22
RDA Financial Network
Iowa
$216K -$9.43K -1,909 -4%
LPL Financial
23
LPL Financial
California
$207K -$4.78K -968 -2%
Bank of America
24
Bank of America
North Carolina
$207K +$1.36K +275 +0.7%
SPC
25
Sigma Planning Corp
Michigan
$206K – – –
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.