PAXS

PIMCO Access Income Fund

60 hedge funds and large institutions have $160M invested in PIMCO Access Income Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-5
Holders Change %
-7.69%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
27
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$23.7M +$3.3M +218,219 +16%
UBS Group
2
UBS Group
Switzerland
$21.9M +$257K +17,013 +1%
SCM
3
SOL Capital Management
Maryland
$20.7M -$152K -10,051 -0.7%
Morgan Stanley
4
Morgan Stanley
New York
$15.6M +$708K +46,857 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14M +$7.56M +500,606 +118%
Cohen & Steers
6
Cohen & Steers
New York
$13M +$343K +22,669 +3%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$6.58M +$827K +54,709 +14%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.36M +$1.06M +69,857 +20%
Bank of America
9
Bank of America
North Carolina
$5.66M +$986K +65,266 +21%
RCM
10
Rivernorth Capital Management
Florida
$3.89M +$3.89M +257,424 New
EW
11
Element Wealth
Mississippi
$3.05M -$271K -17,932 -8%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$2.38M +$1.06M +70,382 +81%
CPRC
13
Consolidated Portfolio Review Corp
New York
$2.3M +$795K +52,639 +53%
CA
14
Corrado Advisors
New Jersey
$2.04M +$132K +8,736 +7%
LPL Financial
15
LPL Financial
California
$1.85M +$81K +5,360 +5%
SMC
16
Smith, Moore & Co
Missouri
$1.79M +$56.3K +3,726 +3%
Stifel Financial
17
Stifel Financial
Missouri
$912K +$135K +8,906 +17%
CL
18
Choreo LLC
Illinois
$865K -$435K -28,722 -33%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$831K +$143K +9,492 +21%
JSW
20
Journey Strategic Wealth
New Jersey
$826K -$422K -27,938 -34%
Raymond James Financial
21
Raymond James Financial
Florida
$801K -$472K -31,262 -37%
Osaic Holdings
22
Osaic Holdings
Arizona
$793K -$528K -34,596 -40%
Cerity Partners
23
Cerity Partners
New York
$773K
BI
24
Bramshill Investments
Florida
$676K -$1.48K -98 -0.2%
PAG
25
Private Advisor Group
New Jersey
$657K -$24.9K -1,651 -4%