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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
BCA
51
Bay Colony Advisors
Massachusetts
$175K +$9.15K +565 +5%
PI
52
PFG Investments
New York
$174K
SC
53
SouthState Corp
Florida
$143K +$151K +9,350 New
NWMP
54
Noble Wealth Management PBC
Colorado
$114K +$121K +7,500 New
LC
55
Lindbrook Capital
California
$76.3K
FFA
56
Farther Finance Advisors
California
$62.7K +$1.78K +110 +3%
IA
57
IFP Advisors
Florida
$61K +$54.8K +3,383 +549%
HNB
58
Huntington National Bank
Ohio
$60.4K
ACM
59
Anfield Capital Management
California
$55.9K +$59.4K +3,664 New
CA
60
Continuum Advisory
Idaho
$39.7K -$45.1K -2,783 -52%
FIA
61
FNY Investment Advisers
New York
$12K
TSMHT
62
Thurston Springer Miller Herd & Titak
Indiana
$10.7K +$11.3K +700 New
LFG
63
Larson Financial Group
Missouri
$9.91K -$113 -7 -1%
HI
64
Harbour Investments
Wisconsin
$6.1K +$6.48K +400 New
KWAG
65
Kiely Wealth Advisory Group
North Carolina
$4.14K +$113 +7 +3%
FMP
66
Financial Management Professionals
Texas
$3.84K +$567 +35 +16%
PAM
67
Parvin Asset Management
South Dakota
$3.05K +$3.24K +200 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$2.68K +$2.85K +176 New
CAM
69
Creekmur Asset Management
Illinois
$12
NA
70
Nottingham Advisors
New York
-$670K -40,301 Closed
SA
71
Sanctuary Advisors
Indiana
-$536K -32,319 Closed
Invesco
72
Invesco
Georgia
-$351K -21,112 Closed
PAG
73
Private Advisor Group
New Jersey
-$252K -15,142 Closed
CMA
74
Cedar Mountain Advisors
Oregon
-$1.66K -100 Closed
BlackRock
75
BlackRock
New York
-$14 -1 Closed

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.