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 %
UBS Group
1
UBS Group
Switzerland
$34.1M -$12M -785,757 -26%
SCM
2
SOL Capital Management
Maryland
$20M +$3.88M +254,614 +24%
Wells Fargo
3
Wells Fargo
California
$17.6M +$3.57M +234,128 +25%
Morgan Stanley
4
Morgan Stanley
New York
$15.2M -$246K -16,137 -2%
Cohen & Steers
5
Cohen & Steers
New York
$13.6M -$45.7K -3,000 -0.3%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$5.46M +$805K +52,755 +17%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.3M +$1.99M +130,222 +60%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.52M +$120K +7,850 +3%
Bank of America
9
Bank of America
North Carolina
$4.46M +$653K +42,838 +17%
EW
10
Element Wealth
Mississippi
$3.48M +$20.8K +1,367 +0.6%
WIA
11
World Investment Advisors
California
$2.09M +$846K +55,500 +68%
VF
12
Virtu Financial
New York
$1.94M +$1.94M +127,339 New
LPL Financial
13
LPL Financial
California
$1.9M +$5.9K +387 +0.3%
CA
14
Corrado Advisors
New Jersey
$1.87M -$527K -34,545 -22%
SMC
15
Smith, Moore & Co
Missouri
$1.52M +$19.4K +1,270 +1%
CL
16
Choreo LLC
Illinois
$1.25M +$355K +23,299 +40%
Raymond James Financial
17
Raymond James Financial
Florida
$1.19M +$1.19M +78,138 New
CPRC
18
Consolidated Portfolio Review Corp
New York
$1.19M +$13.4K +881 +1%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.11M +$384K +25,179 +53%
JSW
20
Journey Strategic Wealth
New Jersey
$1.03M +$495K +32,450 +92%
Osaic Holdings
21
Osaic Holdings
Arizona
$819K +$139K +9,122 +20%
Cerity Partners
22
Cerity Partners
New York
$763K – – –
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$696K +$155K +10,162 +29%
BI
24
Bramshill Investments
Florida
$682K -$7.7K -505 -1%
WS
25
Wedbush Securities
California
$673K +$45.7K +2,999 +7%
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