PIMCO DYNAMIC INCOME STRAT (PDX) Institutional Shareholders
PIMCO DYNAMIC INCOME STRAT (PDX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $451.06M in PDX holdings during the latest filing period.
Saba Capital Management, L.P. is currently the largest disclosed institutional shareholder of PDX tracked by InsiderSet, reporting ownership valued at approximately $141.54M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $137.05M, representing an estimated loss of -3.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed PDX value among the investors covered in this analysis. Major shareholders include Saba Capital Management, L.P., Thomas J. Herzfeld Advisors, Inc., Rivernorth Capital Management, Llc, and several other long-term asset managers with concentrated positions in PIMCO DYNAMIC INCOME STRAT (PDX).
This page ranks the largest institutional PDX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
99
Total Reported Value
$451.06M
Largest Holder
Saba Capital Management, L.P.
Largest Position
$141.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
115
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 4.53% | 6,416,087 | $141,538,879 | $137,047,618 | -$4,491,261 | -3.17% | |
| Thomas J. Herzfeld Advisors, Inc. | 9.40% | 1,253,348 | $27,648,857 | $26,771,513 | -$877,344 | -3.17% | |
| Rivernorth Capital Management, Llc | 1.26% | 1,138,597 | $25,117,455 | $24,320,432 | -$797,023 | -3.17% | |
| Ubs Group Ag | 0.00% | 999,725 | $22,053,934 | $21,354,126 | -$699,808 | -3.17% | |
| Royal Bank Of Canada | 0.00% | 978,814 | $21,593,000 | $20,907,467 | -$685,533 | -3.17% | |
| Wells Fargo & Company/Mn | 0.00% | 953,643 | $21,037,364 | $20,369,814 | -$667,550 | -3.17% | |
| Morgan Stanley | 0.00% | 914,798 | $20,180,449 | $19,540,085 | -$640,364 | -3.17% | |
| Williams Jones Wealth Management, Llc. | 0.23% | 853,530 | $18,828,872 | $18,231,401 | -$597,471 | -3.17% | |
| Punch & Associates Investment Management, Inc. | 1.08% | 852,325 | $18,802,293 | $18,205,662 | -$596,631 | -3.17% | |
| Bank Of America Corp | 0.00% | 772,043 | $17,031,278 | $16,490,838 | -$540,440 | -3.17% | |
| Envestnet Asset Management Inc | 0.00% | 695,177 | $14,473,588 | $14,848,981 | +$375,393 | +2.59% | |
| Almitas Capital Llc | 2.70% | 541,492 | $11,945,314 | $11,566,269 | -$379,045 | -3.17% | |
| Hollencrest Capital Management | 0.40% | 484,764 | $10,693,891 | $10,354,559 | -$339,332 | -3.17% | |
| Pathstone Holdings, Llc | 0.03% | 388,722 | $8,575,207 | $8,303,102 | -$272,105 | -3.17% | |
| Advisors Asset Management, Inc. | 0.12% | 339,026 | $7,478,914 | $7,241,595 | -$237,319 | -3.17% | |
| Stifel Financial Corp | 0.01% | 331,674 | $7,316,917 | $7,084,557 | -$232,360 | -3.18% | |
| City Of London Investment Management Co Ltd | 0.33% | 263,425 | $5,484,508 | $5,626,758 | +$142,250 | +2.59% | |
| Altium Capital Management Llc | 8.28% | 157,700 | $3,478,862 | $3,368,472 | -$110,390 | -3.17% | |
| Raymond James Financial Inc | 0.00% | 149,352 | $3,294,698 | $3,190,159 | -$104,539 | -3.17% | |
| Focus Partners Wealth | 0.00% | 133,055 | $2,935,557 | $2,842,055 | -$93,502 | -3.19% | |
| First Trust Advisors Lp | 0.00% | 118,998 | $2,625,101 | $2,541,797 | -$83,304 | -3.17% | |
| Rareview Capital Llc | 1.36% | 98,718 | $2,433,399 | $2,108,616 | -$324,783 | -13.35% | |
| Choreo, Llc | 0.02% | 89,631 | $1,982,256 | $1,914,518 | -$67,738 | -3.42% | |
| Smith, Moore & Co. | 0.14% | 87,566 | $1,931,699 | $1,870,410 | -$61,289 | -3.17% | |
| 1607 Capital Partners, Llc | 0.14% | 86,165 | $1,900,800 | $1,840,484 | -$60,316 | -3.17% | |
| Elevation Point Wealth Partners, Llc | 0.04% | 75,833 | $1,682,992 | $1,619,793 | -$63,199 | -3.76% | |
| Vestmark Advisory Solutions, Inc. | 0.02% | 75,833 | $1,672,876 | $1,619,793 | -$53,083 | -3.17% | |
| Osaic Holdings, Inc. | 0.00% | 66,909 | $1,476,300 | $1,429,176 | -$47,124 | -3.19% | |
| Invesco Ltd. | 0.00% | 63,378 | $1,398,119 | $1,353,754 | -$44,365 | -3.17% | |
| Rockefeller Capital Management L.P. | 0.00% | 62,120 | $1,370,377 | $1,326,883 | -$43,494 | -3.17% | |
| Lpl Financial Llc | 0.00% | 53,558 | $1,181,496 | $1,143,999 | -$37,497 | -3.17% | |
| Navis Wealth Advisors, Llc | 0.55% | 49,164 | $1,084,558 | $1,050,143 | -$34,415 | -3.17% | |
| Northern Trust Corp | 0.00% | 49,079 | $1,082,683 | $1,048,327 | -$34,356 | -3.17% | |
| Noble Wealth Management Pbc | 0.49% | 51,425 | $1,070,669 | $1,098,438 | +$27,769 | +2.59% | |
| Tocqueville Asset Management L.P. | 0.01% | 36,300 | $800,778 | $775,368 | -$25,410 | -3.17% | |
| First Foundation Advisors | 0.03% | 35,201 | $776,543 | $751,893 | -$24,650 | -3.17% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 34,828 | $768,306 | $743,926 | -$24,380 | -3.17% | |
| Family Manage Llc | 0.09% | 34,252 | $755,599 | $731,623 | -$23,976 | -3.17% | |
| Concurrent Investment Advisors, Llc | 0.01% | 34,459 | $717,440 | $736,044 | +$18,604 | +2.59% | |
| Cetera Investment Advisers | 0.00% | 32,136 | $708,924 | $686,425 | -$22,499 | -3.17% | |
| Sanctuary Advisors, Llc | 0.00% | 31,277 | $689,966 | $668,077 | -$21,889 | -3.17% | |
| Truist Financial Corp | 0.00% | 32,048 | $667,238 | $684,545 | +$17,307 | +2.59% | |
| Atlas Wealth Llc | 0.09% | 31,579 | $657,475 | $674,527 | +$17,052 | +2.59% | |
| Hightower Advisors, Llc | 0.00% | 28,282 | $623,901 | $604,104 | -$19,797 | -3.17% | |
| Virtue Asset Management Llc | 0.41% | 27,956 | $582,052 | $597,140 | +$15,088 | +2.59% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 24,244 | $534,823 | $517,852 | -$16,971 | -3.17% | |
| Evolve Private Wealth, Llc | 0.03% | 23,945 | $528,227 | $511,465 | -$16,762 | -3.17% | |
| Quantinno Capital Management Lp | 0.00% | 21,943 | $484,063 | $468,702 | -$15,361 | -3.17% | |
| Oppenheimer & Co Inc | 0.01% | 22,700 | $472,614 | $484,872 | +$12,258 | +2.59% | |
| Arkadios Wealth Advisors | 0.01% | 20,775 | $458,301 | $443,754 | -$14,547 | -3.17% |
Frequently asked questions about PDX
Who owns the most PDX stock?
The largest holders of PDX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PIMCO DYNAMIC INCOME STRAT (PDX).
Is PDX widely held by superinvestors?
Many widely followed stocks like PDX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PDX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.