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PCQ

Pimco California Municipal Income Fund

93 hedge funds and large institutions have $153M invested in Pimco California Municipal Income Fund in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $138M → $153M (+$14.3M)

6% more funds holding

Funds holding: 8893 (+5)

52.43% less ownership

Funds ownership: 83.59%31.16% (-52%)

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
16
Increased
36
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$117K
JWCA
77
J.W. Cole Advisors
Florida
$109K
PPW
78
Pasadena Private Wealth
California
$109K +$110K +12,500 New
PFA
79
Pure Financial Advisors
California
$108K
HighTower Advisors
80
HighTower Advisors
Illinois
$92.2K +$79 +9 +0.1%
FFA
81
Farther Finance Advisors
California
$56.4K +$29.5K +3,350 +108%
EW
82
Elyxium Wealth
California
$43.2K +$43.5K +4,947 New
SAM
83
Smartleaf Asset Management
Massachusetts
$27.2K +$27.5K +3,120 New
GSWM
84
Golden State Wealth Management
California
$26.7K
SWM
85
Spire Wealth Management
Virginia
$21.1K
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$17K
HCM
87
Hollencrest Capital Management
California
$14.2K
NB
88
NBT Bank
New York
$6.3K
JP Morgan Chase
89
JP Morgan Chase
New York
$6.12K
MWM
90
Mascoma Wealth Management
New Hampshire
$2.2K
FIA
91
FNY Investment Advisers
New York
$1K
Comerica Bank
92
Comerica Bank
Texas
$541
WT
93
Whittier Trust
California
$5 -$4.67K -531 -100%
Toronto Dominion Bank
94
Toronto Dominion Bank
Ontario, Canada
-$7.04M -807,237 Closed
IWC
95
Integrated Wealth Concepts
Massachusetts
-$872K -100,010 Closed
Balyasny Asset Management
96
Balyasny Asset Management
Illinois
-$657K -75,364 Closed
AF
97
Abound Financial
California
-$114K -13,036 Closed
PCM
98
Permanent Capital Management
Illinois
-$96.3K -10,998 Closed
NFA
99
Northwest Financial Advisors
Virginia
-$94.1K -10,787 Closed
STA
100
Summit Trail Advisors
New York
-$90.2K -10,305 Closed

PCQ Hedge Fund Activity: Q4 2025 in Review

93 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Pimco California Municipal Income Fund (PCQ) for Q4 2025, worth a combined $153M — up 10% from $138M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PCQ positions and 11 closed out — a net gain of 5 holders — while 36 added to existing stakes and 18 trimmed.

The largest buyer was Almitas Capital, adding an estimated $4.29M. The largest seller was Toronto Dominion Bank, exiting entirely with an estimated $7.04M sold.

  • 93 institutional investors held Pimco California Municipal Income Fund (PCQ) as of Q4 2025, up from 88 in Q3 2025.
  • Funds reported $153M of Pimco California Municipal Income Fund stock for Q4 2025, up 10% quarter-over-quarter.
  • 16 funds opened new Pimco California Municipal Income Fund positions in Q4 2025 and 11 closed out, a net change of +5 holders.
  • The largest Pimco California Municipal Income Fund buyer in Q4 2025 was Almitas Capital, an estimated $4.29M added.
  • The largest Pimco California Municipal Income Fund seller in Q4 2025 was Toronto Dominion Bank, an estimated $7.04M sold.

Based on aggregated 13F filings for Q4 2025.