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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
UBS Group
1
UBS Group
Switzerland
$23M -$12.8M -799,646 -36%
SCM
2
SOL Capital Management
Maryland
$22.2M +$1.07M +67,041 +5%
Wells Fargo
3
Wells Fargo
California
$21.7M +$3.15M +197,130 +17%
Morgan Stanley
4
Morgan Stanley
New York
$15.8M -$218K -13,640 -1%
Cohen & Steers
5
Cohen & Steers
New York
$13.4M -$879K -55,000 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.8M +$1.21M +75,940 +22%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$6.11M +$357K +22,315 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.64M +$879K +55,035 +19%
Bank of America
9
Bank of America
North Carolina
$4.97M +$273K +17,112 +6%
WIA
10
World Investment Advisors
California
$4.23M +$2.02M +126,410 +92%
IC
11
IEQ Capital
California
$4.01M +$4M +250,000 New
EW
12
Element Wealth
Mississippi
$3.53M -$132K -8,262 -4%
CA
13
Corrado Advisors
New Jersey
$2.03M +$59.7K +3,735 +3%
LPL Financial
14
LPL Financial
California
$1.88M -$114K -7,132 -6%
SMC
15
Smith, Moore & Co
Missouri
$1.84M +$231K +14,474 +14%
CPRC
16
Consolidated Portfolio Review Corp
New York
$1.6M +$346K +21,639 +28%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.4M +$229K +14,353 +20%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.39M +$526K +32,888 +61%
CL
19
Choreo LLC
Illinois
$1.39M +$60.3K +3,772 +5%
Raymond James Financial
20
Raymond James Financial
Florida
$1.35M +$98.4K +6,155 +8%
JSW
21
Journey Strategic Wealth
New Jersey
$1.33M +$236K +14,750 +22%
NWMP
22
Noble Wealth Management PBC
Colorado
$1.08M +$953K +59,662 +795%
IFG
23
Independent Financial Group
California
$917K
Stifel Financial
24
Stifel Financial
Missouri
$827K +$265K +16,563 +47%
Cerity Partners
25
Cerity Partners
New York
$821K +$18.2K +1,138 +2%

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.