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PAXS

PIMCO Access Income Fund

66 hedge funds and large institutions have $160M invested in PIMCO Access Income Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

4% more capital invested

Capital invested by funds: $154M → $160M (+$6.73M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.69% less ownership

Funds ownership: 22.88%22.19% (-0.69%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 6866 (-2)

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% 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
10
Increased
29
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
SouthState Corp
Florida
$171K +$20.8K +1,300 +14%
HNB
52
Huntington National Bank
Ohio
$94.6K
LC
53
Lindbrook Capital
California
$80.3K
FFA
54
Farther Finance Advisors
California
$67.3K +$1.21K +76 +2%
ACM
55
Anfield Capital Management
California
$58.8K
TLA
56
Tanglewood Legacy Advisors
Texas
$44.1K +$43.9K +2,747 New
SW
57
SVB Wealth
Massachusetts
$27.6K +$27.5K +1,721 New
CA
58
Continuum Advisory
Idaho
$23.9K -$17.8K -1,115 -43%
SPIA
59
Steward Partners Investment Advisory
New York
$20.1K +$20K +1,250 New
FIA
60
FNY Investment Advisers
New York
$12K
TSMHT
61
Thurston Springer Miller Herd & Titak
Indiana
$11.2K
LFG
62
Larson Financial Group
Missouri
$10.4K
IA
63
IFP Advisors
Florida
$9.89K -$54.1K -3,383 -85%
AssetMark Inc
64
AssetMark Inc
California
$7.16K +$7.13K +446 New
FMP
65
Financial Management Professionals
Texas
$4.05K
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$14 +$16 +1 New
CAM
67
Creekmur Asset Management
Illinois
$13
VF
68
Virtu Financial
New York
-$1.94M -127,339 Closed
MG
69
Marex Group
-$636K -41,712 Closed
AAM
70
Advisors Asset Management
Colorado
-$612K -40,123 Closed
Millennium Management
71
Millennium Management
New York
-$398K -26,087 Closed
OIA
72
OneDigital Investment Advisors
Kansas
-$364K -23,868 Closed
NG
73
Novem Group
New York
-$317K -20,755 Closed
HCM
74
Hilton Capital Management
New York
-$183K -12,000 Closed
BCA
75
Bay Colony Advisors
Massachusetts
-$175K -11,445 Closed

PAXS Hedge Fund Activity: Q1 2025 in Review

66 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Access Income Fund (PAXS) for Q1 2025, worth a combined $160M — up 4.4% from $154M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PAXS and 10 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 29 added.

The largest buyer was IEQ Capital, opening a new position worth an estimated $4M. The largest seller was UBS Group, cutting an estimated $12.8M.

  • 66 institutional investors held PIMCO Access Income Fund (PAXS) as of Q1 2025, down from 68 in Q4 2024.
  • Funds reported $160M of PIMCO Access Income Fund stock for Q1 2025, up 4.4% quarter-over-quarter.
  • 10 funds opened new PIMCO Access Income Fund positions in Q1 2025 and 11 closed out, a net change of -1 holder.
  • The largest PIMCO Access Income Fund buyer in Q1 2025 was IEQ Capital, an estimated $4M added.
  • The largest PIMCO Access Income Fund seller in Q1 2025 was UBS Group, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2025.