PIMCO Global StockPLUS & Income Fund
29 hedge funds and large institutions have $15M invested in PIMCO Global StockPLUS & Income Fund in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 3 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
4% more capital invested
Capital invested by funds: $14.5M → $15M (+$522K)
0.44% less ownership
Funds ownership: 14.68% → 14.24% (-0.44%)
6% less funds holding
Funds holding: 31 → 29 (-2)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$445K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$366K |
| 3 |
LPL Financial
San Diego,
California
|
+$127K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$15.5K |
| 5 |
ACP
Argyle Capital Partners
Los Angeles,
California
|
+$8.69K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$444K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$150K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$147K |
| 4 |
4WM
49 Wealth Management
Austin,
Texas
|
-$107K |
| 5 |
Morgan Stanley
New York
|
-$84.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $2.75K | – | – | – |
|
|
HWP
27
Highline Wealth Partners
Sherman Oaks,
California
| $2.74K | – | – | – |
|
|
FIA
28
FNY Investment Advisers
New York
| $2K | – | – | – |
|
|
AF
29
Allworth Financial
Folsom,
California
| $913 | – | – | – |
|
|
4WM
30
49 Wealth Management
Austin,
Texas
| – | -$107K | -12,499 | Closed |
|
|
AAS
31
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$16.5K | -1,927 | Closed |
|
|
AA
32
Ancora Advisors
Cleveland,
Ohio
| – | -$958 | -112 | Closed |
|
PGP Hedge Fund Activity: Q4 2025 in Review
29 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q4 2025, worth a combined $15M — up 3.6% from $14.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PGP and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 10 added.
The largest buyer was Shaker Financial Services, adding an estimated $445K. The largest seller was Guggenheim Capital, cutting an estimated $444K.
- 29 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q4 2025, down from 31 in Q3 2025.
- Funds reported $15M of PIMCO Global StockPLUS & Income Fund stock for Q4 2025, up 3.6% quarter-over-quarter.
- 2 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q4 2025 and 3 closed out, a net change of -1 holder.
- The largest PIMCO Global StockPLUS & Income Fund buyer in Q4 2025 was Shaker Financial Services, an estimated $445K added.
- The largest PIMCO Global StockPLUS & Income Fund seller in Q4 2025 was Guggenheim Capital, an estimated $444K sold.
Based on aggregated 13F filings for Q4 2025.