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PCM

PCM Fund

30 hedge funds and large institutions have $9.62M invested in PCM Fund in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

27% more capital invested

Capital invested by funds: $7.55M → $9.62M (+$2.07M)

20% more funds holding

Funds holding: 2530 (+5)

3.56% more ownership

Funds ownership: 9.29%12.86% (+3.6%)

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.89M +$122K +19,364 +7%
RCM
2
Rivernorth Capital Management
Florida
$1.85M +$1.9M +301,070 New
GC
3
Guggenheim Capital
Illinois
$1.78M +$456K +72,482 +33%
NA
4
NewEdge Advisors
Louisiana
$541K -$13.2K -2,100 -2%
LCM
5
Landscape Capital Management
New Jersey
$537K -$82.3K -13,079 -13%
CIC
6
Concord Investment Counsel
California
$459K -$155K -24,687 -25%
SA
7
Sovran Advisors
California
$440K -$106K -16,871 -19%
LSC
8
Logan Stone Capital
Illinois
$230K +$236K +37,425 New
KAS
9
Kestra Advisory Services
Texas
$213K +$86K +13,667 +65%
Osaic Holdings
10
Osaic Holdings
Arizona
$174K +$3.66K +581 +2%
PWA
11
Physician Wealth Advisors
Utah
$168K
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$161K -$195K -30,950 -54%
HKAM
13
Horizon Kinetics Asset Management
New York
$151K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$124K +$127K +20,246 New
Raymond James Financial
15
Raymond James Financial
Florida
$110K +$3.25K +517 +3%
Morgan Stanley
16
Morgan Stanley
New York
$102K +$6.24K +991 +6%
Nomura Holdings
17
Nomura Holdings
Japan
$101K +$104K +16,452 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$92.3K -$1.81K -288 -2%
SC
19
Scotia Capital
Ontario, Canada
$87.4K +$2.82K +448 +3%
IAS
20
Integrity Advisory Solutions
Texas
$83.4K +$85.5K +13,577 New
EHC
21
Everett Harris & Co
California
$80.3K +$82.3K +13,076 New
CA
22
CoreCap Advisors
Michigan
$76.5K
SG
23
StoneX Group
New York
$67.7K +$68.9K +10,952 New
Bank of America
24
Bank of America
North Carolina
$53.9K +$1.31K +208 +2%
EPG
25
Estate Planners Group
Pennsylvania
$21.2K +$21.8K +3,460 New

PCM Hedge Fund Activity: Q4 2025 in Review

30 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PCM Fund (PCM) for Q4 2025, worth a combined $9.62M — up 27% from $7.55M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PCM positions and 3 closed out — a net gain of 6 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $1.9M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $195K.

  • 30 institutional investors held PCM Fund (PCM) as of Q4 2025, up from 25 in Q3 2025.
  • Funds reported $9.62M of PCM Fund stock for Q4 2025, up 27% quarter-over-quarter.
  • 9 funds opened new PCM Fund positions in Q4 2025 and 3 closed out, a net change of +6 holders.
  • The largest PCM Fund buyer in Q4 2025 was Rivernorth Capital Management, an estimated $1.9M added.
  • The largest PCM Fund seller in Q4 2025 was Cambridge Investment Research Advisors, an estimated $195K sold.

Based on aggregated 13F filings for Q4 2025.