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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
UBS Group
1
UBS Group
Switzerland
$34.1M -$12.7M -785,757 -26%
SCM
2
SOL Capital Management
Maryland
$20M +$4.12M +254,614 +24%
Wells Fargo
3
Wells Fargo
California
$17.6M +$3.79M +234,128 +25%
Morgan Stanley
4
Morgan Stanley
New York
$15.2M -$261K -16,137 -2%
Cohen & Steers
5
Cohen & Steers
New York
$13.6M -$48.6K -3,000 -0.3%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$5.46M +$855K +52,755 +17%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.3M +$2.11M +130,222 +60%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.52M +$127K +7,850 +3%
Bank of America
9
Bank of America
North Carolina
$4.46M +$694K +42,838 +17%
EW
10
Element Wealth
Mississippi
$3.48M +$22.1K +1,367 +0.6%
WIA
11
World Investment Advisors
California
$2.09M +$899K +55,500 +68%
VF
12
Virtu Financial
New York
$1.94M +$2.06M +127,339 New
LPL Financial
13
LPL Financial
California
$1.9M +$6.27K +387 +0.3%
CA
14
Corrado Advisors
New Jersey
$1.87M -$560K -34,545 -22%
SMC
15
Smith, Moore & Co
Missouri
$1.52M +$20.6K +1,270 +1%
CL
16
Choreo LLC
Illinois
$1.25M +$377K +23,299 +40%
Raymond James Financial
17
Raymond James Financial
Florida
$1.19M +$1.27M +78,138 New
CPRC
18
Consolidated Portfolio Review Corp
New York
$1.19M +$14.3K +881 +1%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.11M +$408K +25,179 +53%
JSW
20
Journey Strategic Wealth
New Jersey
$1.03M +$526K +32,450 +92%
IFG
21
Independent Financial Group
California
$871K +$925K +57,100 New
Osaic Holdings
22
Osaic Holdings
Arizona
$819K +$148K +9,122 +20%
Cerity Partners
23
Cerity Partners
New York
$763K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$696K +$165K +10,162 +29%
BI
25
Bramshill Investments
Florida
$682K -$8.18K -505 -1%

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.