Who Owns PFN?
PIMCO Income Strategy Fund II — Institutional Ownership & 13F Holdings
$7.01
-0.03 (-0.36%)
Market Cap
$683.8M
Shares Outstanding
93,356,500
Institutional Holders
113
Total Inst. Value
$104.1M
% of Float Held
—
QoQ Holder Change
+34
Institutional data as of Q1 2025
New Positions
16
Closed Positions
14
Increased
36
Decreased
24
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $20.4M | 2,699,440 |
| 2 | GUGGENHEIM CAPITAL LLC | $13.5M | 1,785,900 |
| 3 | EverSource Wealth Advisors, LLC | $7.6M | 1,001,543 |
| 4 | COHEN & STEERS, INC. | $6.1M | 806,234 |
| 5 | AMERIPRISE FINANCIAL INC | $5.1M | 681,750 |
| 6 | Invesco Ltd. | $4.9M | 643,259 |
| 7 | RAYMOND JAMES FINANCIAL INC | $3.4M | 457,055 |
| 8 | MORGAN STANLEY | $3.3M | 442,717 |
| 9 | Consolidated Portfolio Review Corp | $2.8M | 368,373 |
| 10 | Thomas J. Herzfeld Advisors, Inc. | $2.7M | 362,833 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GUGGENHEIM CAPITAL LLC | +72K | $13.5M |
| EverSource Wealth Advisors, LLC | +128K | $7.6M |
| AMERIPRISE FINANCIAL INC | +204K | $5.1M |
| Invesco Ltd. | +4K | $4.9M |
| Consolidated Portfolio Review Corp | +6K | $2.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -197K | $2.3M |
| Thomas J. Herzfeld Advisors, Inc. | -82K | $2.7M |
| ROYAL BANK OF CANADA | -75K | $451K |
| MORGAN STANLEY | -67K | $3.3M |
| CHOREO, LLC | -19K | $638K |
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Frequently Asked Questions
How many institutional investors hold PFN?
As of Q1 2025, 113 institutional investors report holding PFN (PIMCO Income Strategy Fund II) in their 13F filings.
Which hedge fund owns the most PFN?
The largest institutional holder of PFN is RIVERNORTH CAPITAL MANAGEMENT, LLC with $20.4M in shares.
Are institutions buying or selling PFN?
This quarter, 16 institutions opened new positions in PFN and 14 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.