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PAXS

PIMCO Access Income Fund

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: 12 (+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: 6864 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
51
LifePlan Investment Advisors
North Carolina
$153K
SC
52
SouthState Corp
Florida
$143K
AWM
53
Activest Wealth Management
Florida
$115K +$119K +7,500 New
HNB
54
Huntington National Bank
Ohio
$76.4K
ACM
55
Anfield Capital Management
California
$56.1K
KAS
56
Kestra Advisory Services
Texas
$33.7K +$34.9K +2,205 New
CRI
57
Commonwealth Retirement Investments
Virginia
$19.9K +$20.5K +1,300 New
FIA
58
FNY Investment Advisers
New York
$16K
FHA
59
Flagship Harbor Advisors
Massachusetts
$14K +$14.4K +914 New
IA
60
IFP Advisors
Florida
$9.43K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$9K +$3.19K +202 +53%
MSFP
62
Mark Sheptoff Financial Planning
Connecticut
$7.65K
SPIA
63
Steward Partners Investment Advisory
New York
$5.74K -$13.8K -875 -70%
HI
64
Harbour Investments
Wisconsin
$4K +$4.13K +261 New
AssetMark Inc
65
AssetMark Inc
California
$612
CPRC
66
Consolidated Portfolio Review Corp
New York
-$3.02M -185,551 Closed
IWC
67
Integrated Wealth Concepts
Massachusetts
-$467K -28,696 Closed
Mariner
68
Mariner
Kansas
-$391K -24,044 Closed
BFG
69
Bleakley Financial Group
New Jersey
-$334K -20,550 Closed
PAG
70
Private Advisor Group
New Jersey
-$239K -14,659 Closed
CIA
71
Capital Investment Advisors
Georgia
-$176K -10,800 Closed
PI
72
PFG Investments
New York
-$173K -10,619 Closed
ASN
73
Advisory Services Network
Georgia
-$61K -3,750 Closed
TLA
74
Tanglewood Legacy Advisors
Texas
-$44.7K -2,747 Closed
NFSG
75
Newbridge Financial Services Group
Florida
-$16.3K -1,000 Closed

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.