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PCQ

Pimco California Municipal Income Fund

48 hedge funds and large institutions have $37.6M invested in Pimco California Municipal Income Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

11% more capital invested

Capital invested by funds: $33.9M → $37.6M (+$3.69M)

4% more funds holding

Funds holding: 4648 (+2)

2.61% more ownership

Funds ownership: 19.73%22.34% (+2.6%)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$6.72M +$1.21M +133,172 +21%
AAM
2
Advisors Asset Management
Colorado
$4.91M +$251K +27,763 +5%
Morgan Stanley
3
Morgan Stanley
New York
$3.1M +$52.5K +5,802 +2%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.9M +$400K +44,183 +16%
GC
5
Guggenheim Capital
Illinois
$2.78M -$433K -47,813 -13%
WN
6
Williams & Novak
California
$1.85M -$45.3K -5,000 -2%
AC
7
Almitas Capital
California
$1.81M +$1.85M +204,489 New
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$1.77M -$135K -14,925 -7%
LSC
9
Logan Stone Capital
Illinois
$1.7M +$692K +76,421 +66%
MWM
10
Melfa Wealth Management
Massachusetts
$1.31M -$706 -78 -0.1%
LPL Financial
11
LPL Financial
California
$809K -$73.3K -8,098 -8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$663K +$193K +21,277 +40%
MC
13
Matisse Capital
Oregon
$650K +$15.8K +1,747 +2%
FFA
14
First Foundation Advisors
California
$525K -$124K -13,638 -19%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$424K -$33.9K -3,747 -7%
RAM
16
Readystate Asset Management
Illinois
$382K +$68.8K +7,591 +21%
AA
17
AQR Arbitrage
Connecticut
$362K +$370K +40,860 New
WAM
18
Wolverine Asset Management
Illinois
$325K +$287K +31,641 +618%
PI
19
PFG Investments
New York
$324K -$54.2K -5,983 -14%
CWP
20
Core Wealth Partners
California
$307K
LCM
21
Landscape Capital Management
New Jersey
$299K +$306K +33,783 New
WS
22
Wedbush Securities
California
$284K +$27.3K +3,018 +10%
Osaic Holdings
23
Osaic Holdings
Arizona
$267K +$3.68K +406 +1%
UBS Group
24
UBS Group
Switzerland
$244K +$2.7K +298 +1%
Bank of America
25
Bank of America
North Carolina
$244K +$215K +23,775 +625%

PCQ Hedge Fund Activity: Q1 2025 in Review

48 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Pimco California Municipal Income Fund (PCQ) for Q1 2025, worth a combined $37.6M — up 11% from $33.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PCQ positions and 5 closed out — a net gain of 2 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Almitas Capital, opening a new position worth an estimated $1.85M. The largest seller was Guggenheim Capital, cutting an estimated $433K.

  • 48 institutional investors held Pimco California Municipal Income Fund (PCQ) as of Q1 2025, up from 46 in Q4 2024.
  • Funds reported $37.6M of Pimco California Municipal Income Fund stock for Q1 2025, up 11% quarter-over-quarter.
  • 7 funds opened new Pimco California Municipal Income Fund positions in Q1 2025 and 5 closed out, a net change of +2 holders.
  • The largest Pimco California Municipal Income Fund buyer in Q1 2025 was Almitas Capital, an estimated $1.85M added.
  • The largest Pimco California Municipal Income Fund seller in Q1 2025 was Guggenheim Capital, an estimated $433K sold.

Based on aggregated 13F filings for Q1 2025.