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PGP

PIMCO Global StockPLUS & Income Fund

28 hedge funds and large institutions have $14M invested in PIMCO Global StockPLUS & Income Fund in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

8% more funds holding

Funds holding: 2628 (+2)

4% less capital invested

Capital invested by funds: $14.5M → $14M (-$579K)

1.09% less ownership

Funds ownership: 15.67%14.57% (-1.1%)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$2.87M -$50.2K -6,400 -2%
GC
2
Guggenheim Capital
Illinois
$1.76M -$26.7K -3,412 -2%
LPL Financial
3
LPL Financial
California
$1.39M +$64.5K +8,236 +5%
Cohen & Steers
4
Cohen & Steers
New York
$1.15M
Morgan Stanley
5
Morgan Stanley
New York
$1M +$288K +36,706 +44%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$957K -$11.8K -1,504 -1%
Truist Financial
7
Truist Financial
North Carolina
$854K +$6.43K +821 +0.8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$836K +$6.43K +821 +0.8%
UBS Group
9
UBS Group
Switzerland
$663K -$22.1K -2,825 -3%
NA
10
NewEdge Advisors
Louisiana
$387K
MA
11
MAS Advisors
Florida
$355K +$13.3K +1,691 +4%
SFS
12
Shaker Financial Services
Virginia
$284K -$1.21M -154,195 -82%
IFWM
13
Institute for Wealth Management
Colorado
$271K +$46.5K +5,931 +22%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$198K +$47 +6 +0%
Osaic Holdings
15
Osaic Holdings
Arizona
$181K +$2K +255 +1%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$162K +$10.4K +1,325 +7%
Comerica Bank
17
Comerica Bank
Texas
$128K +$8 +1 +0%
ACP
18
Argyle Capital Partners
California
$108K
OL
19
Owen LaRue
Kentucky
$94.6K +$1.69K +215 +2%
Bank of America
20
Bank of America
North Carolina
$88K +$1.7K +217 +2%
AAS
21
Avantax Advisory Services
Texas
$82.9K
CA
22
CoreCap Advisors
Michigan
$61.3K
MCM
23
MAI Capital Management
Ohio
$37.7K
AAS
24
Ameritas Advisory Services
Nebraska
$16K +$15.1K +1,927 New
FMP
25
Financial Management Professionals
Texas
$4.25K

PGP Hedge Fund Activity: Q2 2025 in Review

28 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q2 2025, worth a combined $14M — down 4% from $14.5M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PGP positions and 0 closed out — a net gain of 2 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $288K. The largest seller was Shaker Financial Services, cutting an estimated $1.21M.

  • 28 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q2 2025, up from 26 in Q1 2025.
  • Funds reported $14M of PIMCO Global StockPLUS & Income Fund stock for Q2 2025, down 4% quarter-over-quarter.
  • 2 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q2 2025 and 0 closed out, a net change of +2 holders.
  • The largest PIMCO Global StockPLUS & Income Fund buyer in Q2 2025 was Morgan Stanley, an estimated $288K added.
  • The largest PIMCO Global StockPLUS & Income Fund seller in Q2 2025 was Shaker Financial Services, an estimated $1.21M sold.

Based on aggregated 13F filings for Q2 2025.