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PAXS

PIMCO Access Income Fund
PAXS

64 hedge funds and large institutions have $174M invested in PIMCO Access Income Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

0.82% more ownership

Funds ownership: 24.43% → 25.25% (+0.82%)

3% less capital invested

Capital invested by funds: $179M → $174M (-$4.94M)

6% less funds holding

Funds holding: 68 → 64 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
10
Increased
25
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$4.21M
2
Morgan Stanley
Morgan Stanley
New York
+$3.14M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.29M
5
Jane Street
Jane Street
New York
+$828K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$5.47M
2
CPRC
Consolidated Portfolio Review Corp
New York
-$3.02M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$467K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$406K
5
Mariner
Mariner
Kansas
-$391K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$647K +$10.2K +643 +2%
CA
27
Crumly & Associates
Illinois
$608K – – –
WS
28
Wedbush Securities
California
$595K -$2.89K -183 -0.5%
CC
29
Courier Capital
New York
$569K – – –
Truist Financial
30
Truist Financial
North Carolina
$551K -$15.3K -967 -3%
CPIG
31
Chicago Partners Investment Group
Illinois
$462K +$2.43K +154 +0.5%
Comerica Bank
32
Comerica Bank
Texas
$438K +$12.3K +779 +3%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$395K +$26.5K +1,678 +7%
Stifel Financial
34
Stifel Financial
Missouri
$383K +$151K +9,576 +62%
MC
35
Mathes Company
New York
$337K – – –
MG
36
Marex Group
$333K +$344K +21,787 New
VF
37
Virtu Financial
New York
$329K +$340K +21,530 New
First Trust Advisors
38
First Trust Advisors
Illinois
$317K +$79K +4,997 +32%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$311K -$406K -25,679 -56%
FAG
40
Fortitude Advisory Group
Washington
$273K – – –
IWM
41
Iams Wealth Management
Nebraska
$264K – – –
P
42
&Partners
Tennessee
$246K -$273K -17,281 -52%
TSS
43
Two Sigma Securities
New York
$244K +$252K +15,955 New
NWA
44
Navis Wealth Advisors
New York
$241K +$249K +15,733 New
NPAN
45
Northeast Planning Associates NH
New Hampshire
$236K +$7.27K +460 +3%
BlackRock
46
BlackRock
New York
$201K +$132K +8,346 +174%
NAS
47
NWF Advisory Services
California
$189K -$37.1K -2,345 -16%
ALC
48
Alexander Labrunerie & Co
Missouri
$184K -$19.6K -1,237 -9%
HCM
49
Hilton Capital Management
New York
$184K – – –
CW
50
CreativeOne Wealth
Kansas
$179K -$13.9K -881 -7%
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PAXS Hedge Fund Activity: Q4 2025 in Review

64 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Access Income Fund (PAXS) for Q4 2025, worth a combined $174M — down 2.8% from $179M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PAXS and 10 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 25 added.

The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $4.21M. The largest seller was UBS Group, cutting an estimated $5.47M.

  • 64 institutional investors held PIMCO Access Income Fund (PAXS) as of Q4 2025, down from 68 in Q3 2025.
  • Funds reported $174M of PIMCO Access Income Fund stock for Q4 2025, down 2.8% quarter-over-quarter.
  • 10 funds opened new PIMCO Access Income Fund positions in Q4 2025 and 13 closed out, a net change of -3 holders.
  • The largest PIMCO Access Income Fund buyer in Q4 2025 was Thomas J. Herzfeld Advisors, an estimated $4.21M added.
  • The largest PIMCO Access Income Fund seller in Q4 2025 was UBS Group, an estimated $5.47M sold.

Based on aggregated 13F filings for Q4 2025.