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PGP

PIMCO Global StockPLUS & Income Fund

26 hedge funds and large institutions have $14.5M invested in PIMCO Global StockPLUS & Income Fund in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

3% more capital invested

Capital invested by funds: $14.1M → $14.5M (+$405K)

0.2% less ownership

Funds ownership: 15.87%15.67% (-0.2%)

10% less funds holding

Funds holding: 2926 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$2.85M -$65.3K -8,200 -2%
GC
2
Guggenheim Capital
Illinois
$1.75M -$43.4K -5,446 -2%
SFS
3
Shaker Financial Services
Virginia
$1.54M +$745K +93,574 +99%
LPL Financial
4
LPL Financial
California
$1.29M +$42.1K +5,288 +3%
Cohen & Steers
5
Cohen & Steers
New York
$1.12M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$948K +$2.45K +308 +0.3%
Truist Financial
7
Truist Financial
North Carolina
$827K -$227K -28,531 -22%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$810K -$218K -27,331 -21%
Morgan Stanley
9
Morgan Stanley
New York
$681K -$15.7K -1,968 -2%
UBS Group
10
UBS Group
Switzerland
$671K -$164K -20,612 -20%
NA
11
NewEdge Advisors
Louisiana
$379K -$5.57K -700 -1%
MA
12
MAS Advisors
Florida
$333K +$90.2K +11,323 +38%
IFWM
13
Institute for Wealth Management
Colorado
$217K +$12.3K +1,549 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$193K +$4.32K +543 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$175K +$2.68K +337 +2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$147K +$41.3K +5,192 +40%
Comerica Bank
17
Comerica Bank
Texas
$125K
ACP
18
Argyle Capital Partners
California
$105K
OL
19
Owen LaRue
Kentucky
$90.7K +$89.2K +11,200 New
Bank of America
20
Bank of America
North Carolina
$84.2K +$1.66K +209 +2%
AAS
21
Avantax Advisory Services
Texas
$81K
CA
22
CoreCap Advisors
Michigan
$59.9K -$21.5K -2,700 -27%
MCM
23
MAI Capital Management
Ohio
$36.8K
FMP
24
Financial Management Professionals
Texas
$4.12K +$510 +64 +14%
Wells Fargo
25
Wells Fargo
California
$2.44K -$40 -5 -2%

PGP Hedge Fund Activity: Q1 2025 in Review

26 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q1 2025, worth a combined $14.5M — up 2.9% from $14.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PGP and 1 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 10 added.

The largest buyer was Shaker Financial Services, adding an estimated $745K. The largest seller was Truist Financial, cutting an estimated $227K.

  • 26 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q1 2025, down from 29 in Q4 2024.
  • Funds reported $14.5M of PIMCO Global StockPLUS & Income Fund stock for Q1 2025, up 2.9% quarter-over-quarter.
  • 1 fund opened new PIMCO Global StockPLUS & Income Fund positions in Q1 2025 and 4 closed out, a net change of -3 holders.
  • The largest PIMCO Global StockPLUS & Income Fund buyer in Q1 2025 was Shaker Financial Services, an estimated $745K added.
  • The largest PIMCO Global StockPLUS & Income Fund seller in Q1 2025 was Truist Financial, an estimated $227K sold.

Based on aggregated 13F filings for Q1 2025.