P
PIMCO Income Strategy Fund
PFL • NYSE
PIMCO Income Strategy Fund is a publicly traded company on NYSE. As of Q3 2025, 63 institutional investors hold shares in this company, with total holdings valued at $43.9M. GUGGENHEIM CAPITAL LLC is the largest holder with a position valued at $6.8M.
Websitepimco.com
Overview
Overview of institutional ownership in PFL as of Q3 2025
All Institutions
- Institutions
- 63
- Value Held
- $43.9M
- Shares Held
- 5.2M
- Avg Position
- $697.0K
- Median Position
- $161.8K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $2.8M
- Shares Held
- 331.5K
- Avg Position
- $2.8M
- Median Position
- $2.8M
Biggest Investors
Institutions with the largest positions in PFL as of Q3 2025
| Institution | Position Value |
|---|---|
G GUGGENHEIM CAPITAL LLC Institution | $6.8M 0.05% of portfolio |
 MORGAN STANLEY RIA/Wealth | $4.4M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $3.6M 0.00% of portfolio |
L LPL Financial LLC Institution | $3.6M 0.00% of portfolio |
 RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | $2.8M 0.17% of portfolio |
 Invesco Ltd. ETF Provider | $2.8M 0.00% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $2.8M 0.00% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $2.1M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $1.8M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $1.6M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PFL in Q3 2025
- Traded
- −$3.7M
- Buyers
- 32
- Sellers
- 29
- Total Bought
- +$7.5M
- Total Sold
- −$11.1M
- Avg Position
- $601.5K
Biggest Buyers
| Institution | Net Bought |
|---|---|
WELLS FARGO & COMPANY/MN Institution | +$3.4M +399.3K shares |
 PINNACLE FINANCIAL PARTNERS INC Institution | +$1.0M +117.9K shares |
AMERIPRISE FINANCIAL INC Institution | +$833.0K +99.1K shares |
L LPL Financial LLC Institution | +$567.6K +66.6K shares |
MORGAN STANLEY RIA/Wealth | +$535.1K +62.8K shares |
 Cetera Investment Advisers RIA/Wealth | +$208.4K +24.5K shares |
 Kestra Advisory Services, LLC RIA/Wealth | +$160.0K +18.8K shares |
Invesco Ltd. ETF Provider | +$120.5K +14.1K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$120.5K +14.1K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$113.1K +13.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | −$8.1M −950.0K shares |
G GUGGENHEIM CAPITAL LLC Institution | −$610.0K −71.6K shares |
 HORIZON KINETICS ASSET MANAGEMENT LLC Long Only Manager | −$351.5K −41.3K shares |
 Shaker Financial Services, LLC RIA/Wealth | −$311.8K −37.0K shares |
 BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$291.3K −34.9K shares |
 SYNOVUS FINANCIAL CORP Institution | −$273.1K −32.1K shares |
 Herold Advisors, Inc. RIA/Wealth | −$240.0K −28.8K shares |
 Equitable Holdings, Inc. Institution | −$156.4K −18.7K shares |
 Creative Planning RIA/Wealth | −$128.2K −15.4K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | −$127.9K −15.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PFL in Q3 2025
- New Positions
- 7
- New Value
- $1.1M
- Exited Positions
- 10
- Exited Value
- $1.4M
New Positions
| Institution | Position Value |
|---|---|
PINNACLE FINANCIAL PARTNERS INC Institution | $1.0M 117.9K shares |
 HOHIMER WEALTH MANAGEMENT, LLC RIA/Wealth | $101.4K 11.9K shares |
 Strategic Wealth Partners, Ltd. RIA/Wealth | $12.3K 1.4K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | $11.0K 1.3K shares |
F Financial Freedom, LLC Institution | $7.5K 875.0 shares |
 J.Safra Asset Management Corp Fund of Funds | $5.1K 600.0 shares |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $3.0K 350.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Shaker Financial Services, LLC RIA/Wealth | $311.8K 37.0K shares |
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $291.3K 34.9K shares |
Herold Advisors, Inc. RIA/Wealth | $240.0K 28.8K shares |
Equitable Holdings, Inc. Institution | $156.4K 18.7K shares |
Creative Planning RIA/Wealth | $128.2K 15.4K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $127.9K 15.3K shares |
S Strategic Financial Concepts, LLC RIA/Wealth | $85.1K 10.2K shares |
 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $16.7K 2.0K shares |
T TRUST CO OF VERMONT Institution | $11.7K 1.4K shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | $3.5K 425.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in PFL as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PFL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Elm3 Financial Group, LLC RIA/Wealth | 0.20% $235.9K |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | 0.17% $2.8M |
 Tudor Financial Inc. RIA/Wealth | 0.07% $133.6K |
 Fortitude Advisory Group L.L.C. RIA/Wealth | 0.06% $118.5K |
 Armor Investment Advisors, LLC RIA/Wealth | 0.06% $188.4K |
C Cypress Capital Group RIA/Wealth | 0.06% $496.0K |
 Element Wealth, LLC RIA/Wealth | 0.06% $134.6K |
A AMERIFLEX GROUP, INC. Institution | 0.06% $152.3K |
G GUGGENHEIM CAPITAL LLC Institution | 0.05% $6.8M |
 Semus Wealth Partners LLC RIA/Wealth | 0.05% $86.8K |
Hedge Fund Spotlight
Discover hedge funds investing in PFL
RIVERNORTH CAPITAL MANAGEMENT, LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerPatrick William Galley
- Portfolio Value
- $1.7B
- Positions
- 297
- Last Reported
- Q3 2025
Sector Allocation
P
Position in PIMCO Income Strategy Fund
- Market Value
- $2.8M
- Shares Held
- 331.5K
- Portfolio Weight
- 0.17%
- Owned Since
- 2024-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Unknown Unknown | $48.7M | 2.95% | |
Unknown Unknown | $48.3M | 2.92% | |
Unknown Unknown | $42.3M | 2.56% |
