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PAXS

PIMCO Access Income Fund

63 hedge funds and large institutions have $180M invested in PIMCO Access Income Fund in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% more ownership

Funds ownership: 25.25%26.6% (+1.4%)

4% more capital invested

Capital invested by funds: $174M → $180M (+$6.2M)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 6463 (-1)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
16
Reduced
19
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$26.4M +$972K +63,381 +4%
Cerity Partners
2
Cerity Partners
New York
$22.1M +$22M +1,432,949 +1,433%
Morgan Stanley
3
Morgan Stanley
New York
$21.6M +$3.43M +223,503 +18%
PCM
4
Penserra Capital Management
California
$18.2M +$19.4M +1,263,663 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.6M +$1.96M +127,806 +12%
Cohen & Steers
6
Cohen & Steers
New York
$14.7M +$1.71M +111,234 +12%
UBS Group
7
UBS Group
Switzerland
$14M -$996K -64,940 -6%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$6.34M -$4.72M -307,915 -41%
Bank of America
9
Bank of America
North Carolina
$6.07M +$379K +24,721 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.14M -$4.69M -305,674 -52%
EW
11
Element Wealth
Mississippi
$2.85M -$4.26K -278 -0.1%
LPL Financial
12
LPL Financial
California
$2.79M +$491K +32,011 +20%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$2.54M +$309K +20,156 +13%
CA
14
Corrado Advisors
New Jersey
$2.31M +$130K +8,508 +6%
SMC
15
Smith, Moore & Co
Missouri
$1.84M +$57.9K +3,779 +3%
NWMP
16
Noble Wealth Management PBC
Colorado
$1.72M -$94.7K -6,176 -5%
RCM
17
Rivernorth Capital Management
Florida
$1.36M +$1.45M +94,489 New
Raymond James Financial
18
Raymond James Financial
Florida
$992K +$338K +22,075 +47%
Jane Street
19
Jane Street
New York
$951K +$210K +13,671 +26%
JSW
20
Journey Strategic Wealth
New Jersey
$745K -$214K -13,950 -21%
Osaic Holdings
21
Osaic Holdings
Arizona
$719K -$602K -39,271 -44%
IFG
22
Independent Financial Group
California
$656K
BI
23
Bramshill Investments
Florida
$630K -$4.2K -274 -0.6%
WS
24
Wedbush Securities
California
$607K +$49.8K +3,246 +8%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$606K -$3.19K -208 -0.5%

PAXS Hedge Fund Activity: Q1 2026 in Review

63 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO Access Income Fund (PAXS) for Q1 2026, worth a combined $180M — up 3.6% from $174M a quarter earlier.

Fund positioning in PAXS was balanced in Q1 2026: 12 funds opened new positions, 12 closed out, 16 added to existing stakes and 19 trimmed.

The largest buyer was Cerity Partners, adding an estimated $22M. The largest seller was SOL Capital Management, exiting entirely with an estimated $22.5M sold.

  • 63 institutional investors held PIMCO Access Income Fund (PAXS) as of Q1 2026, down from 64 in Q4 2025.
  • Funds reported $180M of PIMCO Access Income Fund stock for Q1 2026, up 3.6% quarter-over-quarter.
  • 12 funds opened new PIMCO Access Income Fund positions in Q1 2026 and 12 closed out, a net change of 0 holders.
  • The largest PIMCO Access Income Fund buyer in Q1 2026 was Cerity Partners, an estimated $22M added.
  • The largest PIMCO Access Income Fund seller in Q1 2026 was SOL Capital Management, an estimated $22.5M sold.

Based on aggregated 13F filings for Q1 2026.