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PAXS

PIMCO Access Income Fund
PAXS

64 hedge funds and large institutions have $174M invested in PIMCO Access Income Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

0.82% more ownership

Funds ownership: 24.43% → 25.25% (+0.82%)

3% less capital invested

Capital invested by funds: $179M → $174M (-$4.94M)

6% less funds holding

Funds holding: 68 → 64 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
10
Increased
25
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$4.21M
2
Morgan Stanley
Morgan Stanley
New York
+$3.14M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.29M
5
Jane Street
Jane Street
New York
+$828K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$5.47M
2
CPRC
Consolidated Portfolio Review Corp
New York
-$3.02M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$467K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$406K
5
Mariner
Mariner
Kansas
-$391K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$27.1M +$814K +51,523 +3%
SCM
2
SOL Capital Management
Maryland
$22.5M +$630K +39,829 +3%
Morgan Stanley
3
Morgan Stanley
New York
$19.5M +$3.14M +198,461 +18%
UBS Group
4
UBS Group
Switzerland
$15.8M -$5.47M -345,803 -25%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.7M +$1.29M +81,375 +9%
Cohen & Steers
6
Cohen & Steers
New York
$13.9M +$575K +36,392 +4%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$11.4M +$4.21M +266,473 +55%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$9.07M +$1.9M +119,968 +25%
Bank of America
9
Bank of America
North Carolina
$6.07M -$12K -760 -0.2%
EW
10
Element Wealth
Mississippi
$3.03M -$44.4K -2,810 -1%
LPL Financial
11
LPL Financial
California
$2.48M +$307K +19,453 +14%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$2.39M -$24.2K -1,528 -1%
CA
13
Corrado Advisors
New Jersey
$2.32M +$155K +9,814 +7%
NWMP
14
Noble Wealth Management PBC
Colorado
$1.92M -$1.83K -116 -0.1%
SMC
15
Smith, Moore & Co
Missouri
$1.89M -$46.1K -2,916 -2%
Cerity Partners
16
Cerity Partners
New York
$1.53M +$772K +48,864 +96%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.36M +$123K +7,779 +10%
CL
18
Choreo LLC
Illinois
$1.11M +$137K +8,691 +14%
JSW
19
Journey Strategic Wealth
New Jersey
$1M +$142K +9,000 +16%
Jane Street
20
Jane Street
New York
$801K +$828K +52,356 New
Raymond James Financial
21
Raymond James Financial
Florida
$715K -$17.3K -1,097 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$710K +$105K +6,633 +17%
IFG
23
Independent Financial Group
California
$696K -$63.2K -4,000 -8%
BI
24
Bramshill Investments
Florida
$673K +$4.55K +288 +0.7%
Corient Private Wealth
25
Corient Private Wealth
Florida
$655K +$170K +10,753 +34%
1
2 3 4

PAXS Hedge Fund Activity: Q4 2025 in Review

64 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Access Income Fund (PAXS) for Q4 2025, worth a combined $174M — down 2.8% from $179M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PAXS and 10 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 25 added.

The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $4.21M. The largest seller was UBS Group, cutting an estimated $5.47M.

  • 64 institutional investors held PIMCO Access Income Fund (PAXS) as of Q4 2025, down from 68 in Q3 2025.
  • Funds reported $174M of PIMCO Access Income Fund stock for Q4 2025, down 2.8% quarter-over-quarter.
  • 10 funds opened new PIMCO Access Income Fund positions in Q4 2025 and 13 closed out, a net change of -3 holders.
  • The largest PIMCO Access Income Fund buyer in Q4 2025 was Thomas J. Herzfeld Advisors, an estimated $4.21M added.
  • The largest PIMCO Access Income Fund seller in Q4 2025 was UBS Group, an estimated $5.47M sold.

Based on aggregated 13F filings for Q4 2025.