Pimco Income Strategy Fd (PFL): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Pimco Income Strategy Fd (PFL) following the 2026 Q1 hedge fund 13F filings?

As of today, PFL has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), PFL gained nan% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Pimco Income Strategy Fd (PFL)

86 + Investors. Track Smart Money conviction in PFL. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — PFL

Based on 86 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added PFL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

86 hedge funds hold PFL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q

+19 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 67% buying

47 buying23 selling

Last quarter: 47 funds were net buyers (15 opened a brand new position + 32 added to an existing one). Only 23 were sellers (18 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 7 → 16 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 22% medium ■ 28% new

43 out of 86 hedge funds have held PFL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

11 → 10 → 7 → 16 → 15 new funds/Q

New funds entering each quarter: 10 → 7 → 16 → 15. A growing number of institutions are discovering PFL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 55% veterans vs 35% newcomers

■ 55% veterans ■ 10% 1-2yr ■ 35% new

Entry-cohort mix of 86 holders: 47 (55%) are 2+ year veterans, 9 entered 1–2 years ago, and 30 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds

14 of 86 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in PFL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	86	76	13.16%
13F Shares	8M	7M	13.02%
Total Value	$63M	$60M	4.34%
New Positions	15	16	-1
Increased Positions	32	24	+8
Closed Positions	5	8	-3
Reduced Positions	18	25	-7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

13.16%

13F Shares

13.02%

Total Value

$63M

$60M

4.34%

New Positions

-1

Increased Positions

Closed Positions

-3

Reduced Positions

-7

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

86 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PFL. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 PFL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	GraniteShares Advisors LLC	1.68%	291,488	$2.3M
2	Hohimer Wealth Management, LLC	0.41%	435,267	$3.5M
3	Navis Wealth Advisors, LLC	0.28%	68,651	$549K
4	Elm3 Financial Group, LLC	0.17%	25,885	$207K
5	Noble Wealth Management PBC	0.15%	38,262	$306K
6	Independent Financial Group, LLC	0.13%	524,055	$4.2M
7	Shaker Financial Services, LLC	0.12%	43,231	$346K
8	Centaurus Financial, INC.	0.10%	254,380	$2.0M
9	Fortitude Advisory Group L.L.C.	0.07%	20,472	$164K
10	Armor Investment Advisors, LLC	0.06%	21,736	$174K
11	Guggenheim Capital LLC	0.06%	955,029	$7.6M
12	Cypress Capital Group	0.05%	58,213	$466K
13	Element Wealth, LLC	0.05%	15,350	$123K
14	Semus Wealth Partners LLC	0.05%	10,149	$81K
15	Sprinkle Financial Consultants LLC	0.04%	10,000	$80K
16	Ameriflex Group, INC.	0.04%	8,939	$72K
17	Silver Oak Securities, Incorporated	0.03%	46,343	$371K
18	Anfield Capital Management, LLC	0.01%	6,669	$53K
19	Shufro Rose & Co LLC	0.01%	24,100	$193K
20	Integrity Advisory Solutions, LLC	0.01%	10,803	$86K
21	Geneos Wealth Management Inc.	0.01%	52,956	$424K
22	PFG Investments, LLC	0.01%	23,500	$188K
23	Highline Wealth Partners LLC	0.01%	4,250	$34K
24	StoneX Group Inc.	0.01%	19,878	$161K
25	Pinnacle Financial Partners, Inc.	0.01%	140,956	$1.1M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Pimco Income Strategy Fd (PFL)

What does the Smart Money Trend signal show for PFL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PFL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PFL?

More buyers than sellers — 67% buying: Last quarter: 47 funds were net buyers (15 opened a brand new position + 32 added to an existing one). Only 23 were sellers (18 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PFL holders?

Elite ownership — 40% AUM from top-100 funds: 14 of 86 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in PFL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PFL?

50% of holders stayed for 2+ years: 43 out of 86 hedge funds have held PFL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Pimco Income Strategy Fd (PFL) following the 2026 Q1 hedge fund 13F filings?

As of today, PFL has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), PFL has gained nan% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Pimco Income Strategy Fd (PFL)

Smart Money Signals — PFL

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +28% more funds vs a year ago

More buyers than sellers — 67% buying

Steady new buyers — ~15 new funds per quarter

50% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 55% veterans vs 35% newcomers

Elite ownership — 40% AUM from top-100 funds

Institutional Sentiment Summary — PFL

Hedge Fund Ownership: PFL

Market Analysis: PFL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PFL

Is It Too Late to Buy Pimco Income Strategy Fd (PFL) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: PFL

Statistics: PFL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Pimco Income Strategy Fd (PFL)

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