Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO INCOME STRATEGY FD II (PFN)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — PFN

Based on 113 hedge funds · latest filing: 2025 Q4 · 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
113 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 (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

56 buying47 selling
Last quarter: 56 funds bought or added vs 47 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 15 → 16 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 22% medium 19% new
67 out of 113 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.
💎

Buying through price weakness — shares -1%, value -43%

Value
-43%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -43%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

23 → 9 → 15 → 16 → 19 new funds/Q
New funds entering each quarter: 9 → 15 → 16 → 19. A growing number of institutions are discovering PFN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 6% 1-2yr 28% new
Of 113 current holders: 74 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
12 of 113 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Hedge Fund Ownership: PFN

How many hedge funds hold PFN — quarterly history vs. share price
Quarterly hedge fund ownership of PFN vs. share price

Market Analysis: PFN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFN

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: PFN
2026 Q1 Stats Unlock in 22 days 113 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 113 115 -1.74%
13F Shares 16M 16M -1.16%
Total Value $119M $209M -43.08%
New Positions 19 16 +3
Increased Positions 37 43 -6
Closed Positions 21 15 +6
Reduced Positions 26 25 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFN

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Institutional Holders (2026 Q1)

113 + investors

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

Top 25 institutional holders of PFN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mallini Complete Financial Planning LLC 0.30% 55,073 $379K
2 Noble Wealth Management PBC 0.24% 69,267 $477K
3 Elm3 Financial Group, LLC 0.22% 37,696 $260K
4 Vanguard Capital Wealth Advisors 0.19% 30,000 $207K
5 Verity Asset Management, Inc. 0.16% 56,004 $386K
6 Keudell/Morrison Wealth Management 0.15% 108,906 $750K
7 Burford Brothers, Inc. 0.12% 40,760 $281K
8 Morey & Quinn Wealth Partners, LLC 0.09% 17,700 $122K
9 RS CRUM INC. 0.07% 55,750 $384K
10 TrueMark Investments, LLC 0.06% 48,268 $333K
11 CoreCap Advisors, LLC 0.06% 246,620 $1.7M
12 WILLNER & HELLER, LLC 0.06% 11,011 $76K
13 Gridiron Partners, LLC 0.05% 10,778 $74K
14 Certified Advisory Corp 0.03% 43,941 $303K
15 Concurrent Investment Advisors, LLC 0.02% 301,998 $2.1M
16 SeaCrest Wealth Management, LLC 0.02% 24,273 $167K
17 Estate Planners Group, LLC 0.02% 4,744 $36K
18 Wealth Alliance Advisory Group, LLC 0.01% 12,000 $83K
19 B. Riley Wealth Advisors, Inc. 0.01% 25,629 $170K
20 SILVER OAK SECURITIES, INCORPORATED 0.01% 18,752 $129K
21 HIGHLINE WEALTH PARTNERS LLC 0.01% 3,730 $26K
22 Amplius Wealth Advisors, LLC 0.01% 11,000 $76K
23 Apollon Wealth Management, LLC 0.01% 51,937 $358K
24 FNY Investment Advisers, LLC 0.00% 1,200
25 WEDBUSH SECURITIES INC 0.00% 13,674
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?

Slight buying edge — 54% buying: Last quarter: 56 funds bought or added vs 47 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PFN holders?

Strong quality — 32% AUM from major funds: 12 of 113 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PFN?

59% of holders stayed for 2+ years: 67 out of 113 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.