PAXS

PIMCO Access Income Fund
PAXS

Overview Fund Activity

65 hedge funds and large institutions have $159M 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 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-1
Holders Change %
-1.52%
% 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
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IC
IEQ Capital
California
+$4.02M
2
Wells Fargo
Wells Fargo
California
+$3.17M
3
WIA
World Investment Advisors
California
+$2.03M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.22M
5
SCM
SOL Capital Management
Maryland
+$1.08M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$12.8M
2
VF
Virtu Financial
New York
-$1.94M
3
Cohen & Steers
Cohen & Steers
New York
-$883K
4
AAM
Advisors Asset Management
Colorado
-$612K
5
Millennium Management
Millennium Management
New York
-$398K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$23M -$12.8M -799,646 -36%
SCM
2
SOL Capital Management
Maryland
$22.2M +$1.08M +67,041 +5%
Wells Fargo
3
Wells Fargo
California
$21.7M +$3.17M +197,130 +17%
Morgan Stanley
4
Morgan Stanley
New York
$15.8M -$219K -13,640 -1%
Cohen & Steers
5
Cohen & Steers
New York
$13.4M -$883K -55,000 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.8M +$1.22M +75,940 +22%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$6.11M +$358K +22,315 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.64M +$884K +55,035 +19%
Bank of America
9
Bank of America
North Carolina
$4.97M +$275K +17,112 +6%
WIA
10
World Investment Advisors
California
$4.23M +$2.03M +126,410 +92%
IC
11
IEQ Capital
California
$4.02M +$4.02M +250,000 New
EW
12
Element Wealth
Mississippi
$3.53M -$133K -8,262 -4%
CA
13
Corrado Advisors
New Jersey
$2.03M +$60K +3,735 +3%
LPL Financial
14
LPL Financial
California
$1.88M -$115K -7,132 -6%
SMC
15
Smith, Moore & Co
Missouri
$1.84M +$232K +14,474 +14%
CPRC
16
Consolidated Portfolio Review Corp
New York
$1.6M +$348K +21,639 +28%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.4M +$231K +14,353 +20%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.39M +$528K +32,888 +61%
CL
19
Choreo LLC
Illinois
$1.39M +$61.1K +3,772 +5%
Raymond James Financial
20
Raymond James Financial
Florida
$1.35M +$98.9K +6,155 +8%
JSW
21
Journey Strategic Wealth
New Jersey
$1.33M +$237K +14,750 +22%
NWMP
22
Noble Wealth Management PBC
Colorado
$1.08M +$958K +59,662 +795%
Stifel Financial
23
Stifel Financial
Missouri
$827K +$266K +16,563 +47%
Cerity Partners
24
Cerity Partners
New York
$821K +$18.3K +1,138 +2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$731K -$2.76K -172 -0.4%
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