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PCQ

Pimco California Municipal Income Fund

50 hedge funds and large institutions have $39.4M invested in Pimco California Municipal Income Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

5% more capital invested

Capital invested by funds: $37.6M → $39.4M (+$1.89M)

4% more funds holding

Funds holding: 4850 (+2)

1.85% more ownership

Funds ownership: 22.34%24.19% (+1.9%)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
16
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NG
26
Norden Group
Utah
$214K
IWC
27
Integrated Wealth Concepts
Massachusetts
$190K +$256 +30 +0.1%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$163K -$16.2K -1,900 -9%
MAM
29
Morse Asset Management
Connecticut
$146K +$145K +17,047 New
Wells Fargo
30
Wells Fargo
California
$145K +$17.1K +2,001 +13%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$140K +$5.36K +629 +4%
Citadel Advisors
32
Citadel Advisors
Florida
$139K -$72.3K -8,484 -34%
UBS Group
33
UBS Group
Switzerland
$132K -$104K -12,236 -44%
Jane Street
34
Jane Street
New York
$112K +$112K +13,090 New
CCG
35
Catalina Capital Group
California
$109K +$108K +12,642 New
ACA
36
Ackerman Capital Advisors
Texas
$105K -$13K -1,531 -11%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$104K +$102K +12,000 New
LCM
38
Landscape Capital Management
New Jersey
$104K -$185K -21,665 -64%
Creative Planning
39
Creative Planning
Kansas
$104K +$103K +12,060 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$102K +$68 +8 +0.1%
NFA
41
Northwest Financial Advisors
Virginia
$92.7K
Baird Financial Group
42
Baird Financial Group
Wisconsin
$86.8K +$86.1K +10,100 New
Bank of America
43
Bank of America
North Carolina
$84.6K -$151K -17,725 -64%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$45.1K +$37K +4,341 +477%
MCM
45
MAI Capital Management
Ohio
$43.8K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$17K
HCM
47
Hollencrest Capital Management
California
$14K
FFA
48
Farther Finance Advisors
California
$9.57K
FIA
49
FNY Investment Advisers
New York
$1K
Comerica Bank
50
Comerica Bank
Texas
$464

PCQ Hedge Fund Activity: Q2 2025 in Review

50 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Pimco California Municipal Income Fund (PCQ) for Q2 2025, worth a combined $39.4M — up 5% from $37.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PCQ positions and 7 closed out — a net gain of 2 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $1.61M. The largest seller was Advisors Asset Management, cutting an estimated $1.09M.

  • 50 institutional investors held Pimco California Municipal Income Fund (PCQ) as of Q2 2025, up from 48 in Q1 2025.
  • Funds reported $39.4M of Pimco California Municipal Income Fund stock for Q2 2025, up 5% quarter-over-quarter.
  • 9 funds opened new Pimco California Municipal Income Fund positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest Pimco California Municipal Income Fund buyer in Q2 2025 was Robinson Capital Management, an estimated $1.61M added.
  • The largest Pimco California Municipal Income Fund seller in Q2 2025 was Advisors Asset Management, an estimated $1.09M sold.

Based on aggregated 13F filings for Q2 2025.