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
Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.67%
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
Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$7M +$475K +55,300 +7%
AAM
2
Advisors Asset Management
Colorado
$3.66M -$1.1M -128,418 -23%
GC
3
Guggenheim Capital
Illinois
$3.64M +$946K +110,156 +35%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.21M +$392K +45,593 +14%
Morgan Stanley
5
Morgan Stanley
New York
$2.96M -$44.1K -5,135 -1%
WN
6
Williams & Novak
California
$2.48M +$700K +81,500 +39%
AC
7
Almitas Capital
California
$1.85M +$93.4K +10,873 +5%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$1.71M -$9.61K -1,119 -0.6%
RCM
9
Robinson Capital Management
Michigan
$1.62M +$1.62M +188,997 New
MC
10
Matisse Capital
Oregon
$1.3M +$669K +77,854 +106%
MWM
11
Melfa Wealth Management
Massachusetts
$1.28M
LSC
12
Logan Stone Capital
Illinois
$1.22M -$430K -50,053 -26%
LPL Financial
13
LPL Financial
California
$896K +$110K +12,844 +14%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$780K +$136K +15,876 +21%
FFA
15
First Foundation Advisors
California
$423K -$86.6K -10,085 -17%
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$399K +$399K +46,415 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$384K -$27.5K -3,196 -7%
LWM
18
Level Wealth Management
North Carolina
$333K +$333K +38,713 New
WS
19
Wedbush Securities
California
$307K +$31.9K +3,722 +12%
CWP
20
Core Wealth Partners
California
$298K
Osaic Holdings
21
Osaic Holdings
Arizona
$294K +$23.3K +2,594 +9%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$258K +$25.8K +3,000 +11%
PI
23
PFG Investments
New York
$258K -$57.1K -6,645 -18%
DTC
24
Davidson Trust Company
Washington
$225K
AA
25
AQR Arbitrage
Connecticut
$217K -$132K -15,463 -38%