PIMCO Dynamic Income Strategy Fund
PIMCO Dynamic Income Strategy Fund (PDX) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · PDX · as of Sep 30, 2025
Ownership Breakdown
88
Institutional Holders
▲ 5 vs Q2
$559.86M
Total Inst. Value
▲ $7.99M vs Q2
44.71M
Shares Outstanding
freeFloat 0.00%
22.46M
13F Shares Held
▲ 74,963 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
PDX largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
SABA CAPITAL MANAGEMENT, L.P. | 7.49M | 16.75% | 16.75% | $186.71B | Nov 14, 2025 | ▼ 38.7K |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.59M | 3.56% | 3.56% | $39.69B | Nov 14, 2025 | ▲ 5.3K |
THOMAS J. HERZFELD ADVISORS, INC. | 1.57M | 3.51% | 3.51% | $39.14B | Nov 12, 2025 | ▼ 15.9K |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1.06M | 2.37% | 2.37% | $26.46B | Nov 14, 2025 | ▼ 10.1K |
COHEN & STEERS, INC. | 1.05M | 2.36% | 2.36% | $26.27B | Nov 14, 2025 | ▼ 154.0K |
UBS GROUP AG | 1.02M | 2.29% | 2.29% | $25.50B | Nov 13, 2025 | ▼ 17.0K |
WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 982.8K | 2.20% | 2.20% | $24.50B | Nov 14, 2025 | ▼ 41.4K |
ROYAL BANK OF CANADA | 980.9K | 2.19% | 2.19% | $24.45B | Nov 14, 2025 | ▲ 17.6K |
ENVESTNET ASSET MANAGEMENT INC | 876.6K | 1.96% | 1.96% | $21.85B | Nov 5, 2025 | ▲ 48.6K |
WELLS FARGO & COMPANY/MN | 853.3K | 1.91% | 1.91% | $21.27B | Nov 13, 2025 | ▲ 18.0K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
29
Increased
+303.2K shares4
New Positions
first time holders14
Decreased
−401.4K shares0
Sold Out
fully exitedNet shares change (top 50)
98.1K
+303.2K / −401.4K
Net new holders
+19
4 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
PDX insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
4
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
SHARENOW GREG ELLIOT SEE REMARKS | May 20, 2026 | Purchase | 4,773 | $21.63 | $103.2K | 44.1K | Form 4 ↗ |
SHARENOW GREG ELLIOT SEE REMARKS | May 19, 2026 | Purchase | 13,046 | $21.66 | $282.6K | 39.3K | Form 4 ↗ |
SHARENOW GREG ELLIOT SEE REMARKS | May 14, 2026 | Purchase | 5,000 | $21.53 | $107.6K | 26.3K | Form 4 ↗ |
IVASCYN DANIEL J See Remarks | Apr 27, 2026 | Purchase | 28,779 | $20.58 | $592.4K | 2.12M | Form 4 ↗ |
Saba Capital Management, L.P. 10 percent owner | Mar 5, 2026 | Sale | 2,200 | $20.69 | $45.5K | 6.42M | Form 4 ↗ |
Saba Capital Management, L.P. 10 percent owner | Mar 4, 2026 | Sale | 10,292 | $20.42 | $210.2K | 6.42M | Form 4 ↗ |
Saba Capital Management, L.P. 10 percent owner | Mar 2, 2026 | Sale | 16,256 | $20.59 | $334.7K | 6.43M | Form 4 ↗ |
Saba Capital Management, L.P. 10 percent owner | Feb 26, 2026 | Sale | 3,700 | $20.11 | $74.4K | 6.44M | Form 4 ↗ |
Saba Capital Management, L.P. 10 percent owner | Feb 24, 2026 | Sale | 16,924 | $20.10 | $340.2K | 6.46M | Form 4 ↗ |
Saba Capital Management, L.P. 10 percent owner | Feb 25, 2026 | Sale | 14,415 | $20.05 | $289.0K | 6.45M | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
PIMCO Dynamic Income Strategy Fund (PDX) is primarily owned by institutional investors, who hold approximately 50.2% of total shares outstanding. Company insiders own approximately 100.00%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of PIMCO Dynamic Income Strategy Fund is SABA CAPITAL MANAGEMENT, L.P., holding approximately 7.49 million shares — equal to 16.75% of outstanding shares — as of September 30, 2025.
A total of 88 institutional investors currently hold PDX stock, with a combined institutional value of approximately $559,860,396 as of the most recent 13F filing period.
Frequently asked questions
PDX ownershipPIMCO Dynamic Income Strategy Fund (PDX) is primarily owned by institutional investors, who hold approximately 50.2% of shares. The largest shareholder is SABA CAPITAL MANAGEMENT, L.P. with a 16.75% stake. Company insiders hold 100.00%. Data sourced from SEC Form 13F as of September 30, 2025.