PFL

Pimco Income Strategy Fund

-$1.4M

Net Activity

Institutions Holding

87

Popularity Rank

#4754

Avg Weight

0.04%

Total Value

$64.1M

Ownership Trend

87 institutions currently hold PFL, with 45 net buyers and 23 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

23

Net Buying Institutions

45

Key Holders

Key Holders

Top 5 by Value

GC
Guggenheim Capital LLC
$7.6M
AF
Ameriprise Financial INC
$6.4M
MS
Morgan Stanley
$4.7M
IF
Independent Financial Group, LLC
$4.4M
HW
Hohimer Wealth Management, LLC
$3.5M

Top 5 by Conviction

GA
GraniteShares Advisors LLC
1.68%
HW
Hohimer Wealth Management, LLC
0.41%
NW
Navis Wealth Advisors, LLC
0.28%
CP
Clear Point Advisors Inc.
0.23%
EF
Elm3 Financial Group, LLC
0.17%
View all 87 holding institutions

Quarterly Activity

Recent Activity

+$35.6M

Total Buy Value

$33.7M

Total Sell Value

New buy13
Trim20
Add32
Sold out3

45

Net Buyers

23

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding PIMCO INCOME STRATEGY FUND (PFL)?
Major stakeholders currently include Guggenheim Capital LLC ($7.6M), Ameriprise Financial INC ($6.4M), Morgan Stanley ($4.7M). Based on the latest 13F filings, there are a total of 87 tracked investment funds and institutions maintaining positions in PFL.
What is the overall institutional sentiment toward PFL recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.4M, driven by 45 managers accumulating shares while 23 reduced their exposure.
Which institutions have been selling or reducing their PFL positions?
In the latest period, 20 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $33.7M.
Are there any notable investors adding PFL to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 32 existing holders added to their shares. The total reported buy value for the quarter amounted to $35.6M.

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