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

$8.00-0.13 (-1.54%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.00000060000003e+255T

% of Float Held

—

QoQ Change in Holders

+13 / -4

Price History

$7.76$8.01$8.27$8.52$8.77Aug 24Jun 25Mar 26

PFL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
AMERIPRISE FINANCIAL INCIncreased+385K+$3.2B
GraniteShares Advisors LLCNew Position+325K+$2.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+253K+$2.0B
GUGGENHEIM CAPITAL LLCIncreased+188K+$1.2B
Geneos Wealth Management Inc.New Position+53K+$443.0M
J.W. COLE ADVISORS, INC.New Position+52K+$442.0M
SILVER OAK SECURITIES, INCORPORATEDNew Position+48K+$404.0M
Elm3 Financial Group, LLCNew Position+27K+$231.0M
D.A. DAVIDSON & CO.New Position+24K+$202.0M
PFG Investments, LLCNew Position+24K+$198.0M
Armor Investment Advisors, LLCNew Position+22K+$183.0M
Fortitude Advisory Group L.L.C.New Position+20K+$172.0M
Sowell Financial Services LLCNew Position+17K+$140.0M
Element Wealth, LLCNew Position+15K+$126.0M
Semus Wealth Partners LLCNew Position+10K+$85.0M

PFL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RIVERNORTH CAPITAL MANAGEMENT, LLCClosed Position-332K-$2.8B
NewEdge Advisors, LLCDecreased-2K-$787.7M
WELLS FARGO & COMPANY/MNDecreased-11K-$638.9M
Caldwell Trust CoDecreased-50K-$487.9M
Kingsview Wealth Management, LLCDecreased-11K-$250.9M
Mariner, LLCDecreased-15K-$245.3M
Consolidated Portfolio Review CorpClosed Position-20K-$169.6M
Invesco Ltd.Decreased-14K-$149.0M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-15K-$140.8M
JANE STREET GROUP, LLCDecreased-3K-$131.1M
SYNOVUS FINANCIAL CORPClosed Position-15K-$128.6M
Sonora Investment Management Group, LLCClosed Position-14K-$118.4M
AMERIFLEX GROUP, INC.Decreased-9K-$77.3M
HORIZON KINETICS ASSET MANAGEMENT LLCDecreased-315-$11.2M
Tudor Financial Inc.Decreased-977-$10.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1GUGGENHEIM CAPITAL LLC983,056$8.0B0.06%Share
2AMERIPRISE FINANCIAL INC719,418$6.0B0.00%Share
3WELLS FARGO & COMPANY/MN410,804$3.0B0.00%Share
4Invesco Ltd.317,350$2.7B0.00%Share
5STIFEL FINANCIAL CORP255,725$2.0B0.00%Share
6COMMONWEALTH EQUITY SERVICES, LLC252,975$2.0B0.00%Share
7GraniteShares Advisors LLC324,852$2.0B1.22%Share
8ROYAL BANK OF CANADA202,806$1.0B0.00%Share
9BANK OF AMERICA CORP /DE/204,988$1.0B0.00%Share
10OSAIC HOLDINGS, INC.221,117$1.0B0.00%Share
11HORIZON KINETICS ASSET MANAGEMENT LLC93,252$786.0M0.01%Share
12Geneos Wealth Management Inc.52,555$443.0M0.01%Share
13J.W. COLE ADVISORS, INC.52,462$442.0M0.01%Share
14SILVER OAK SECURITIES, INCORPORATED47,843$404.0M0.03%Share
15Elm3 Financial Group, LLC27,435$231.0M0.19%Share
16Stratos Wealth Partners, LTD.24,621$207.0M0.00%Share
17SHUFRO ROSE & CO LLC24,100$203.0M0.01%Share
18D.A. DAVIDSON & CO.23,999$202.0M0.00%Share
19PFG Investments, LLC23,500$198.0M0.01%Share
20Armor Investment Advisors, LLC21,736$183.0M0.07%Share
21Fortitude Advisory Group L.L.C.20,472$172.0M0.07%Share
22Sowell Financial Services LLC16,641$140.0M0.01%Share
23Element Wealth, LLC14,947$126.0M0.05%Share
24INTEGRITY ALLIANCE, LLC.14,724$124.0M0.00%Share
25Tudor Financial Inc.14,708$123.0M0.06%Share
26UBS Group AG13,576$114.0M0.00%Share
27Semus Wealth Partners LLC10,190$85.0M0.05%Share
28AMERIFLEX GROUP, INC.8,939$75.0M0.04%Share
29Anfield Capital Management, LLC6,669$56.0M0.02%Share
30CoreCap Advisors, LLC6,445$54.0M0.00%Share
31HIGHLINE WEALTH PARTNERS LLC4,250$35.0M0.01%Share
32UBS Group AG3,547$29.0M0.00%Share
33INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC3,425$28.0M0.00%Share
34Caldwell Trust Co1,500$12.0M0.00%Share
35Costello Asset Management, INC1,168$9.0M0.00%Share
36ASSETMARK, INC1,100$9.0M0.00%Share
37Financial Freedom, LLC902$7.0M0.00%Share
38COMERICA BANK730$6.0M0.00%Share
39AdvisorNet Financial, Inc500$4.0M0.00%Share
40LPL Financial LLC497,728$4.0M0.00%Share
41MORGAN STANLEY553,450$4.0M0.00%Share
42HOHIMER WEALTH MANAGEMENT, LLC256,970$2.2M0.29%Share
43CENTAURUS FINANCIAL, INC.253,640$2.0M0.09%Share
44Cetera Investment Advisers173,467$1.0M0.00%Share
45Farther Finance Advisors, LLC136$1.0M0.00%Share
46TRUIST FINANCIAL CORP92,049$775K0.00%Share
47Noble Wealth Management PBC53,530$456K0.24%Share
48Noble Wealth Management PBC52,930$446K0.22%Share
49Sanctuary Advisors, LLC40,911$344K0.00%Share
50Sanctuary Advisors, LLC37,611$323K0.00%Share

PFL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202576$33.2B+29
Q3 202547$34.5B-20
Q2 202567$36.2B-1
Q1 202568$50.1B+11
Q4 202457$3.1T+11
Q3 202446$5.1T-3
Q2 202449$2.8T+4
Q1 202445$126.1T—

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As of Q4 2025, 50 institutional investors hold PFL (PIMCO Income Strategy Fund). The largest holder is GUGGENHEIM CAPITAL LLC with $8.0B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own PFL?

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

Who is the largest institutional holder of PFL?

The largest institutional holder of PFL is GUGGENHEIM CAPITAL LLC with $8.0B in shares.

Is institutional ownership of PFL increasing or decreasing?

This quarter, 13 institutions opened new positions in PFL and 4 closed their positions.