PAXS

PIMCO Access Income Fund
PAXS

Overview Fund Activity

66 hedge funds and large institutions have $152M invested in PIMCO Access Income Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+11
Holders Change %
+20%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
25
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
SOL Capital Management
Maryland
+$3.88M
2
Wells Fargo
Wells Fargo
California
+$3.57M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.99M
4
VF
Virtu Financial
New York
+$1.94M
5
WIA
World Investment Advisors
California
+$846K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$12M
2
Millennium Management
Millennium Management
New York
-$750K
3
NA
Nottingham Advisors
New York
-$670K
4
SA
Sanctuary Advisors
Indiana
-$536K
5
CA
Corrado Advisors
New Jersey
-$527K
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$669K -$12.6K -829 -2%
AAM
27
Advisors Asset Management
Colorado
$612K -$5K -328 -0.8%
CA
28
Crumly & Associates
Illinois
$606K – – –
CC
29
Courier Capital
New York
$567K +$567K +37,201 New
Stifel Financial
30
Stifel Financial
Missouri
$532K +$101K +6,600 +23%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$529K -$93.9K -6,150 -15%
AWS
32
Atria Wealth Solutions
New York
$434K – – –
Millennium Management
33
Millennium Management
New York
$398K -$750K -49,190 -65%
Comerica Bank
34
Comerica Bank
Texas
$390K +$70.6K +4,630 +22%
CPIG
35
Chicago Partners Investment Group
Illinois
$389K -$99.8K -6,340 -20%
OIA
36
OneDigital Investment Advisors
Kansas
$364K +$364K +23,868 New
XT
37
XTX Topco
Cayman Islands
$358K +$358K +23,504 New
NAS
38
NWF Advisory Services
California
$354K +$354K +23,011 New
MC
39
Mathes Company
New York
$336K – – –
NG
40
Novem Group
New York
$317K +$317K +20,755 New
FAG
41
Fortitude Advisory Group
Washington
$272K – – –
JIP
42
Jaffetilchin Investment Partners
Florida
$255K +$255K +16,750 New
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$237K +$237K +15,571 New
CIA
44
Capital Investment Advisors
Georgia
$195K -$53.4K -3,500 -21%
First Trust Advisors
45
First Trust Advisors
Illinois
$193K +$22.7K +1,491 +13%
CW
46
CreativeOne Wealth
Kansas
$192K +$192K +12,600 New
HCM
47
Hilton Capital Management
New York
$183K – – –
Corient Private Wealth
48
Corient Private Wealth
Florida
$176K -$122K -8,023 -41%
BCA
49
Bay Colony Advisors
Massachusetts
$175K +$8.62K +565 +5%
PI
50
PFG Investments
New York
$174K – – –
1
2
3