PFN Hedge Fund Ownership (Q2 2026)

Pimco Income Strategy Fd II (PFN)

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

Smart Money Signals — PFN

Based on 119 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their PFN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (98% of max)

98% of all-time peak

119 hedge funds hold PFN 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding PFN is almost the same as a year ago (+3 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 49% buying

52 buying54 selling

Last quarter: 54 funds reduced or exited vs 52 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 18 → 20 → 17 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 27% medium ■ 18% new

66 out of 119 hedge funds have held PFN 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.

📊

Peak discovery — momentum slowing

15 → 18 → 20 → 17 → 14 new funds/Q

New funds entering each quarter: 18 → 20 → 17 → 14. PFN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 63% veterans vs 23% newcomers

■ 63% veterans ■ 14% 1-2yr ■ 23% new

Entry-cohort mix of 119 holders: 75 (63%) are 2+ year veterans, 17 entered 1–2 years ago, and 27 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds

17 of 119 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in PFN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q2)	Prior (2026 Q1)	Change
Funds Holding	119	122	-2.46%
13F Shares	14M	14M	2.44%
Total Value	$95M	$89M	6.43%
New Positions	14	17	-3
Increased Positions	38	39	-1
Closed Positions	17	13	+4
Reduced Positions	37	33	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

119

122

-2.46%

13F Shares

14M

2.44%

Total Value

$95M

$89M

6.43%

New Positions

-3

Increased Positions

-1

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

119 + investors

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

QUARTER:

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

Top 25 PFN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Shaker Financial Services, LLC	1.05%	464,551	$3.3M
2	Whipplewood Advisors, LLC	0.64%	134,055	$956K
3	Mallini Complete Financial Planning LLC	0.29%	56,195	$401K
4	Rivernorth Capital Management, LLC	0.28%	819,721	$5.8M
5	Advisory Solutions Group, LLC	0.24%	98,930	$705K
6	Noble Wealth Management PBC	0.22%	68,662	$490K
7	Keudell/Morrison Wealth Management	0.15%	113,772	$811K
8	Elm3 Financial Group, LLC	0.15%	30,996	$221K
9	WJ Financial Advisors LLC	0.15%	28,481	$203K
10	Verity Asset Management, Inc.	0.14%	53,697	$383K
11	Burford Brothers, Inc.	0.11%	40,760	$291K
12	Private Trust Co NA	0.09%	158,006	$1.1M
13	Morey & Quinn Wealth Partners, LLC	0.08%	17,700	$126K
14	Rs Crum INC.	0.07%	55,750	$397K
15	Walled Lake Planning & Wealth Management, LLC	0.07%	41,300	$294K
16	Guggenheim Capital LLC	0.06%	1,312,431	$9.4M
17	Element Wealth, LLC	0.06%	21,767	$155K
18	CoreCap Advisors, LLC	0.05%	245,845	$1.8M
19	Willner & Heller, LLC	0.05%	11,011	$79K
20	TrueMark Investments, LLC	0.04%	49,909	$356K
21	Gridiron Partners, LLC	0.04%	11,907	$85K
22	Addison Capital Co	0.04%	35,314	$252K
23	Simplicity Wealth,LLC	0.04%	171,386	$1.2M
24	J.W. Cole Advisors, INC.	0.03%	258,574	$1.8M
25	Cypress Capital Group	0.03%	47,157	$336K

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 II (PFN)

What does the Smart Money Trend signal show for PFN?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PFN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PFN?

More sellers than buyers — 49% buying: Last quarter: 54 funds reduced or exited vs 52 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PFN holders?

Elite ownership — 43% AUM from top-100 funds: 17 of 119 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in PFN. 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 PFN?

55% of holders stayed for 2+ years: 66 out of 119 hedge funds have held PFN 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.

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 II (PFN)

Smart Money Signals — PFN

Selling streak — 1 quarter in a row

At the ownership peak (98% of max)

Stable — ownership unchanged year-over-year

More sellers than buyers — 49% buying

Steady new buyers — ~14 new funds per quarter

55% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 63% veterans vs 23% newcomers

Elite ownership — 43% AUM from top-100 funds

Institutional Sentiment Summary — PFN

Hedge Fund Ownership: PFN

Market Analysis: PFN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PFN

Hedge Fund Positioning: PFN

Statistics: PFN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Pimco Income Strategy Fd II (PFN)

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