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PCQ

Pimco California Municipal Income Fund

88 hedge funds and large institutions have $138M invested in Pimco California Municipal Income Fund in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 34 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 4

633% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 6

251% more capital invested

Capital invested by funds: $39.4M → $138M (+$98.9M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

76% more funds holding

Funds holding: 5088 (+38)

59.41% more ownership

Funds ownership: 24.19%83.59% (+59%)

Holders
88
Holders Change
+38
Holders Change %
+76%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
34
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$20.7M +$13.2M +1,563,593 +192%
KIM
2
Karpus Investment Management
New York
$12M +$11.6M +1,371,202 New
AAM
3
Advisors Asset Management
Colorado
$10.1M +$6.19M +733,431 +172%
SCM
4
Saba Capital Management
New York
$9.41M +$9.11M +1,079,027 New
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$9.24M +$5.8M +686,781 +184%
GC
6
Guggenheim Capital
Illinois
$8.71M +$4.86M +575,299 +136%
MC
7
Matisse Capital
Oregon
$8.03M +$6.49M +769,012 +508%
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$7.04M +$6.42M +760,822 +1,639%
Morgan Stanley
9
Morgan Stanley
New York
$4.65M +$1.59M +188,407 +55%
LSC
10
Logan Stone Capital
Illinois
$4.35M +$3.01M +356,889 +251%
WN
11
Williams & Novak
California
$3.99M +$1.42M +168,363 +58%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$3.32M +$1.54M +182,449 +92%
SIA
13
Sit Investment Associates
Minnesota
$2.65M +$2.57M +304,237 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.15M +$1.31M +155,270 +171%
LPL Financial
15
LPL Financial
California
$2.13M +$1.18M +139,552 +134%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$1.91M +$1.85M +218,743 New
COLIM
17
City of London Investment Management
United Kingdom
$1.76M +$1.7M +201,590 New
UBS Group
18
UBS Group
Switzerland
$1.6M +$1.42M +167,969 +1,092%
MWM
19
Melfa Wealth Management
Massachusetts
$1.55M +$247K +29,213 +20%
CWP
20
Core Wealth Partners
California
$1.43M +$1.09M +128,988 +372%
Verition Fund Management
21
Verition Fund Management
Connecticut
$1.36M +$1.32M +156,194 New
AC
22
Almitas Capital
California
$1.33M -$526K -62,364 -29%
WA
23
Whitebox Advisors
Minnesota
$1.27M +$1.23M +145,476 New
Wells Fargo
24
Wells Fargo
California
$1.24M +$1.06M +125,292 +745%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.1M +$811K +96,131 +320%

PCQ Hedge Fund Activity: Q3 2025 in Review

88 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Pimco California Municipal Income Fund (PCQ) for Q3 2025, worth a combined $138M — up 251% from $39.4M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PCQ positions and 6 closed out — a net gain of 38 holders — while 34 added to existing stakes and 4 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $13.2M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $1.62M sold.

  • 88 institutional investors held Pimco California Municipal Income Fund (PCQ) as of Q3 2025, up from 50 in Q2 2025.
  • Funds reported $138M of Pimco California Municipal Income Fund stock for Q3 2025, up 251% quarter-over-quarter.
  • 44 funds opened new Pimco California Municipal Income Fund positions in Q3 2025 and 6 closed out, a net change of +38 holders.
  • The largest Pimco California Municipal Income Fund buyer in Q3 2025 was Rivernorth Capital Management, an estimated $13.2M added.
  • The largest Pimco California Municipal Income Fund seller in Q3 2025 was Robinson Capital Management, an estimated $1.62M sold.

Based on aggregated 13F filings for Q3 2025.