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PAXS

PIMCO Access Income Fund

68 hedge funds and large institutions have $154M invested in PIMCO Access Income Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

21% more funds holding

Funds holding: 5668 (+12)

0.82% more ownership

Funds ownership: 22.05%22.88% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $161M → $154M (-$7.86M)

Holders
68
Holders Change
+12
Holders Change %
+21.43%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
26
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$673K +$48.6K +2,999 +7%
Truist Financial
27
Truist Financial
North Carolina
$669K -$13.4K -829 -2%
MG
28
Marex Group
$636K +$676K +41,712 New
AAM
29
Advisors Asset Management
Colorado
$612K -$5.31K -328 -0.8%
CA
30
Crumly & Associates
Illinois
$606K
CC
31
Courier Capital
New York
$567K +$603K +37,201 New
Stifel Financial
32
Stifel Financial
Missouri
$532K +$107K +6,600 +23%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$529K -$99.6K -6,150 -15%
AWS
34
Atria Wealth Solutions
New York
$434K
Millennium Management
35
Millennium Management
New York
$398K -$797K -49,190 -65%
Comerica Bank
36
Comerica Bank
Texas
$390K +$75K +4,630 +22%
CPIG
37
Chicago Partners Investment Group
Illinois
$389K -$103K -6,340 -20%
OIA
38
OneDigital Investment Advisors
Kansas
$364K +$387K +23,868 New
XT
39
XTX Topco
Cayman Islands
$358K +$381K +23,504 New
NAS
40
NWF Advisory Services
California
$354K +$165K +10,167 +79%
MC
41
Mathes Company
New York
$336K
NG
42
Novem Group
New York
$317K +$336K +20,755 New
FAG
43
Fortitude Advisory Group
Washington
$272K
JIP
44
Jaffetilchin Investment Partners
Florida
$255K +$271K +16,750 New
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$237K +$252K +15,571 New
CIA
46
Capital Investment Advisors
Georgia
$195K -$56.7K -3,500 -21%
First Trust Advisors
47
First Trust Advisors
Illinois
$193K +$24.2K +1,491 +13%
CW
48
CreativeOne Wealth
Kansas
$192K +$204K +12,600 New
HCM
49
Hilton Capital Management
New York
$183K
Corient Private Wealth
50
Corient Private Wealth
Florida
$176K -$130K -8,023 -41%

PAXS Hedge Fund Activity: Q4 2024 in Review

68 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in PIMCO Access Income Fund (PAXS) for Q4 2024, worth a combined $154M — down 4.9% from $161M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PAXS positions and 6 closed out — a net gain of 12 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was SOL Capital Management, adding an estimated $4.12M. The largest seller was UBS Group, cutting an estimated $12.7M.

  • 68 institutional investors held PIMCO Access Income Fund (PAXS) as of Q4 2024, up from 56 in Q3 2024.
  • Funds reported $154M of PIMCO Access Income Fund stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 18 funds opened new PIMCO Access Income Fund positions in Q4 2024 and 6 closed out, a net change of +12 holders.
  • The largest PIMCO Access Income Fund buyer in Q4 2024 was SOL Capital Management, an estimated $4.12M added.
  • The largest PIMCO Access Income Fund seller in Q4 2024 was UBS Group, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2024.