Who Owns PIMCO Corporate & Income Strategy Fund (PCN)?Hedge Fund & Institutional Holders

$11.98+0.12 (+0.97%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.5693000150000005e+283T

% of Float Held

QoQ Change in Holders

+13 / -3

Price History

$11.76$12.39$13.03$13.67$14.30Aug 24Jun 25Mar 26

PCN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Mission Hills Financial Advisory, LLCNew Position+1.2M+$15.7B
RIVERNORTH CAPITAL MANAGEMENT, LLCNew Position+304K+$3.9B
BANK OF AMERICA CORP /DE/Increased+15K+$3.0B
Smith Asset Management Co., LLCNew Position+228K+$2.9B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+160K+$2.0B
WELLS FARGO & COMPANY/MNIncreased+156K+$991.1M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+76K+$975.0M
Westbourne Investment Advisors, Inc.New Position+52K+$657.0M
OPPENHEIMER & CO INCNew Position+34K+$434.0M
Elm3 Financial Group, LLCNew Position+34K+$427.0M
PFG Investments, LLCNew Position+29K+$367.0M
Sovran Advisors, LLCNew Position+27K+$343.0M
J.W. COLE ADVISORS, INC.New Position+26K+$337.0M
NWAM LLCNew Position+24K+$307.0M
Regal Investment Advisors LLCNew Position+13K+$166.0M

PCN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-75K-$4.0B
Consolidated Portfolio Review CorpClosed Position-280K-$3.7B
AG Asset Advisory, LLCDecreased-68K-$918.4M
Kingsview Wealth Management, LLCDecreased-33K-$772.6M
NewEdge Advisors, LLCDecreased-2K-$719.4M
Private Advisor Group, LLCDecreased-22K-$605.6M
UBS Group AGDecreased-32K-$465.4M
Allworth Financial LPDecreased-8K-$328.1M
Prosperity Wealth Management, Inc.Closed Position-17K-$225.8M
NORTHERN TRUST CORPDecreased-2K-$223.4M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-12K-$162.5M
MML INVESTORS SERVICES, LLCDecreased-1K-$160.9M
Arlington Capital Management, Inc.Decreased-3K-$84.6M
HARBOUR INVESTMENTS, INC.Decreased-903-$28.9M
Parallel Advisors, LLCClosed Position-2K-$26.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Mission Hills Financial Advisory, LLC1,229,934$15.7B8.29%Share
2GUGGENHEIM CAPITAL LLC1,220,468$15.0B107.41%Share
3Invesco Ltd.475,794$6.1B0.93%Share
4Elevated Capital Advisors, LLC362,611$4.6B1.08%Share
5RIVERNORTH CAPITAL MANAGEMENT, LLC303,649$3.9B0.18%Share
6BANK OF AMERICA CORP /DE/280,086$3.0B0.22%Share
7WELLS FARGO & COMPANY/MN288,289$3.0B0.55%Share
8Smith Asset Management Co., LLC227,754$2.9B2.40%Share
9OSAIC HOLDINGS, INC.168,824$2.0B2.92%Share
10COMMONWEALTH EQUITY SERVICES, LLC159,639$2.0B2.67%Share
11Venture Visionary Partners LLC123,373$1.0B0.03%Share
12WELLS FARGO & COMPANY/MN93,028$1.0B0.18%Share
13INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC76,469$975.0M0.07%Share
14Cyndeo Wealth Partners, LLC70,000$893.0M0.05%Share
15Arlington Capital Management, Inc.68,319$871.0M0.54%Share
16UBS Group AG52,198$666.0M0.11%Share
17Westbourne Investment Advisors, Inc.51,500$657.0M0.18%Share
18LongView Wealth Management49,176$632.0M0.15%Share
19OPPENHEIMER & CO INC34,069$434.0M6.16%Share
20Elm3 Financial Group, LLC33,500$427.0M0.35%Share
21PFG Investments, LLC28,782$367.0M0.02%Share
22Sovran Advisors, LLC26,834$343.0M0.03%Share
23J.W. COLE ADVISORS, INC.26,432$337.0M0.01%Share
24NWAM LLC24,127$307.0M0.02%Share
25AG Asset Advisory, LLC23,834$304.0M0.26%Share
26First Heartland Consultants, Inc.14,755$188.0M0.01%Share
27Symphony Financial Services, Inc.13,962$178.0M0.09%Share
28Regal Investment Advisors LLC13,027$166.0M0.01%Share
29Detalus Advisors, LLC12,990$165.0M0.04%Share
30Blue Trust, Inc.12,744$162.0M1.83%Share
31Sound View Wealth Advisors Group, LLC12,123$154.0M0.01%Share
32Wealthcare Advisory Partners LLC10,407$132.0M2.59%Share
33Collaborative Wealth Managment Inc.10,071$128.0M0.05%Share
34Keystone Financial Group10,000$127.0M0.01%Share
35COMERICA BANK9,224$117.0M0.47%Share
36Farther Finance Advisors, LLC6,799$86.0M0.92%Share
37CoreCap Advisors, LLC5,255$67.0M0.00%Share
38UBS Group AG5,318$67.0M0.01%Share
39FLAGSHIP HARBOR ADVISORS, LLC4,370$55.0M0.00%Share
40BOK Financial Private Wealth, Inc.3,412$43.0M0.00%Share
41FIFTH THIRD BANCORP3,000$38.0M0.12%Share
42Vermillion & White Wealth Management Group, LLC2,000$25.0M0.01%Share
43PFS Partners, LLC1,500$19.0M0.01%Share
44MORGAN STANLEY1,233,028$15.0M0.00%Share
45COMERICA BANK657$8.0M0.03%Share
46GHE, LLC626,007$7.0M2.33%Share
47LPL Financial LLC573,104$7.0M0.00%Share
48PRINCIPAL SECURITIES, INC.502,764$6.0M0.09%Share
49Spire Wealth Management500$6.0M0.00%Share
50HIGHLINE WEALTH PARTNERS LLC500$6.0M0.00%Share

PCN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025108$69.4B+42
Q3 202566$66.0B-29
Q2 202595$73.3B-1
Q1 202596$107.2B+11
Q4 202485$14.1T+17
Q3 202468$22.5T+5
Q2 202463$14.7T+5
Q1 202458$12.6T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold PCN (PIMCO Corporate & Income Strategy Fund). The largest holder is Mission Hills Financial Advisory, LLC with $15.7B in shares. This quarter, 13 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own PCN?

As of Q4 2025, 50 institutional investors report holding PCN (PIMCO Corporate & Income Strategy Fund) in their 13F filings.

Who is the largest institutional holder of PCN?

The largest institutional holder of PCN is Mission Hills Financial Advisory, LLC with $15.7B in shares.

Is institutional ownership of PCN increasing or decreasing?

This quarter, 13 institutions opened new positions in PCN and 3 closed their positions.