Who Owns PIMCO Dynamic Income Strategy Fund (PDX)?Hedge Fund & Institutional Holders

$20.35-0.02 (-0.10%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -2

Price History

$18.52$21.89$25.26$28.63$32.00Sep 24Jun 25Mar 26

PDX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+39K+$11.0B
HOLLENCREST CAPITAL MANAGEMENTNew Position+482K+$9.0B
Focus Partners WealthNew Position+145K+$2.0B
1607 Capital Partners, LLCIncreased+70K+$1.2B
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New Position+26K+$482.0M
WCG Wealth Advisors LLCNew Position+24K+$450.0M
Rareview Capital LLCIncreased+13K+$311.1M
OPPENHEIMER & CO INCNew Position+17K+$311.0M
Cornerstone Wealth Management, LLCNew Position+16K+$300.0M
Savvy Advisors, Inc.New Position+15K+$283.0M
SPIREPOINT PRIVATE CLIENT, LLCNew Position+10K+$193.0M
Lloyd Advisory Services, LLC.New Position+6K+$113.0M
MPWM ADVISORY SOLUTIONS, LLCNew Position+2K+$36.0M
Spire Wealth ManagementNew Position+875+$16.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+775K+$14.0M

PDX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Saba Capital Management, L.P.Decreased-693K-$59.1B
Thomas J. Herzfeld Advisors, Inc.Decreased-264K-$14.6B
Williams Jones Wealth Management, LLC.Decreased-119K-$8.5B
ROYAL BANK OF CANADADecreased-20K-$7.5B
UBS Group AGDecreased-60K-$7.4B
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.Decreased-6K-$6.6B
STIFEL FINANCIAL CORPDecreased-119K-$5.9B
Kovitz Investment Group Partners, LLCClosed Position-163K-$4.1B
CHOREO, LLCDecreased-21K-$3.0B
TORONTO DOMINION BANKClosed Position-105K-$2.6B
RAYMOND JAMES FINANCIAL INCDecreased-9K-$1.8B
Cetera Investment AdvisersDecreased-6K-$1.2B
HighTower Advisors, LLCDecreased-5K-$918.7M
O'SHAUGHNESSY ASSET MANAGEMENT, LLCDecreased-645-$727.2M
Aprio Wealth Management, LLCDecreased-645-$726.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Saba Capital Management, L.P.6,796,130$127.6B3.79%Share
2RIVERNORTH CAPITAL MANAGEMENT, LLC1,599,012$30.0B1.42%Share
3Thomas J. Herzfeld Advisors, Inc.1,305,721$24.5B8.30%Share
4PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.1,055,601$19.8B1.16%Share
5UBS Group AG961,138$18.1B0.00%Share
6ROYAL BANK OF CANADA952,920$17.0B0.00%Share
7Williams Jones Wealth Management, LLC.863,569$16.0B0.18%Share
8WELLS FARGO & COMPANY/MN742,930$13.0B0.00%Share
9BANK OF AMERICA CORP /DE/618,926$11.0B0.00%Share
10HOLLENCREST CAPITAL MANAGEMENT481,576$9.0B0.31%Share
11STIFEL FINANCIAL CORP439,723$8.0B0.01%Share
12CITY OF LONDON INVESTMENT MANAGEMENT CO LTD358,918$6.7B0.51%Share
13Advisors Asset Management, Inc.320,914$6.0B0.10%Share
14Focus Partners Wealth144,507$2.0B0.00%Share
15WELLS FARGO & COMPANY/MN133,220$2.0B0.00%Share
16Rareview Capital LLC74,510$1.8B1.19%Share
171607 Capital Partners, LLC91,512$1.7B0.12%Share
18SMITH, MOORE & CO.79,822$1.5B0.11%Share
19Invesco Ltd.57,140$1.1B0.00%Share
20ELEVATION POINT WEALTH PARTNERS, LLC75,539$1.0B0.05%Share
21OSAIC HOLDINGS, INC.74,727$1.0B0.00%Share
22Rockefeller Capital Management L.P.67,920$1.0B0.00%Share
23FIRST TRUST ADVISORS LP103,293$1.0B0.00%Share
24FIRST FOUNDATION ADVISORS34,597$649.0M0.02%Share
25WCG Wealth Advisors LLC23,981$450.0M0.01%Share
26OPPENHEIMER & CO INC16,611$311.0M0.00%Share
27Cornerstone Wealth Management, LLC15,984$300.0M0.02%Share
28ISLAY CAPITAL MANAGEMENT, LLC15,876$298.0M0.18%Share
29Savvy Advisors, Inc.15,079$283.0M0.01%Share
30CSS LLC/IL13,460$252.0M0.01%Share
31LANDSCAPE CAPITAL MANAGEMENT, L.L.C.13,378$251.0M0.02%Share
32Regal Investment Advisors LLC12,889$242.0M0.01%Share
33COMERICA BANK11,957$224.0M0.00%Share
34ADAPT WEALTH ADVISORS, LLC10,424$195.0M0.07%Share
35SPIREPOINT PRIVATE CLIENT, LLC10,321$193.0M0.02%Share
36HARRIS ASSOCIATES L P10,000$187.0M0.00%Share
37LANDSCAPE CAPITAL MANAGEMENT, L.L.C.7,445$139.0M0.01%Share
38Lloyd Advisory Services, LLC.6,053$113.0M0.04%Share
39LANDSCAPE CAPITAL MANAGEMENT, L.L.C.4,910$92.0M0.01%Share
40US BANCORP \DE\3,783$71.0M0.00%Share
41COMERICA BANK3,059$57.0M0.00%Share
42MPWM ADVISORY SOLUTIONS, LLC1,965$36.0M0.02%Share
43UBS Group AG1,528$28.0M0.00%Share
44COHEN & STEERS, INC.962,789$18.1M0.03%Share
45Spire Wealth Management875$16.0M0.00%Share
46ENVESTNET ASSET MANAGEMENT INC774,725$14.0M0.00%Share
47MORGAN STANLEY714,991$13.0M0.00%Share
48FIRST FOUNDATION ADVISORS582$10.0M0.00%Share
49Cambridge Investment Research Advisors, Inc.194,265$3.0M0.01%Share
50Almitas Capital LLC151,260$2.8M0.63%Share

PDX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202590$325.4B+23
Q3 202567$455.6B-5
Q2 202572$448.0B-9
Q1 202581$570.9B+5
Q4 202476$5.8T+18
Q3 202458$23.1T-4
Q2 202462$21.3T+7
Q1 202455$12.5T—

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As of Q4 2025, 50 institutional investors hold PDX (PIMCO Dynamic Income Strategy Fund). The largest holder is Saba Capital Management, L.P. with $127.6B in shares. This quarter, 12 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own PDX?

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

Who is the largest institutional holder of PDX?

The largest institutional holder of PDX is Saba Capital Management, L.P. with $127.6B in shares.

Is institutional ownership of PDX increasing or decreasing?

This quarter, 12 institutions opened new positions in PDX and 2 closed their positions.