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PGP

PIMCO Global StockPLUS & Income Fund

31 hedge funds and large institutions have $14.5M invested in PIMCO Global StockPLUS & Income Fund in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

11% more funds holding

Funds holding: 2831 (+3)

4% more capital invested

Capital invested by funds: $14M → $14.5M (+$541K)

0.11% more ownership

Funds ownership: 14.57%14.68% (+0.11%)

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$2.96M
GC
2
Guggenheim Capital
Illinois
$1.76M -$52.7K -6,259 -3%
LPL Financial
3
LPL Financial
California
$1.39M -$43.2K -5,132 -3%
Morgan Stanley
4
Morgan Stanley
New York
$1.2M +$168K +19,925 +16%
Cohen & Steers
5
Cohen & Steers
New York
$1.19M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$826K -$35.3K -4,192 -4%
Truist Financial
7
Truist Financial
North Carolina
$821K -$58.5K -6,940 -7%
UBS Group
8
UBS Group
Switzerland
$684K
SFS
9
Shaker Financial Services
Virginia
$540K +$243K +28,873 +86%
MA
10
MAS Advisors
Florida
$410K +$43.7K +5,186 +12%
KAS
11
Kestra Advisory Services
Texas
$409K +$403K +47,789 New
NA
12
NewEdge Advisors
Louisiana
$384K -$15.2K -1,800 -4%
IFWM
13
Institute for Wealth Management
Colorado
$354K +$73.7K +8,741 +27%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$262K +$93.9K +11,145 +57%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$213K -$763K -90,542 -78%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$207K +$3.56K +422 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$186K +$135 +16 +0.1%
Comerica Bank
18
Comerica Bank
Texas
$132K
ACP
19
Argyle Capital Partners
California
$111K
4WM
20
49 Wealth Management
Texas
$107K +$105K +12,499 New
OL
21
Owen LaRue
Kentucky
$99K +$1.33K +158 +1%
Bank of America
22
Bank of America
North Carolina
$92.5K +$1.77K +210 +2%
CA
23
CoreCap Advisors
Michigan
$77.8K +$14.3K +1,700 +23%
MCM
24
MAI Capital Management
Ohio
$38.8K
AAS
25
Ameritas Advisory Services
Nebraska
$16.5K

PGP Hedge Fund Activity: Q3 2025 in Review

31 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q3 2025, worth a combined $14.5M — up 3.9% from $14M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PGP positions and 2 closed out — a net gain of 4 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $403K. The largest seller was Commonwealth Equity Services, cutting an estimated $763K.

  • 31 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q3 2025, up from 28 in Q2 2025.
  • Funds reported $14.5M of PIMCO Global StockPLUS & Income Fund stock for Q3 2025, up 3.9% quarter-over-quarter.
  • 6 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q3 2025 and 2 closed out, a net change of +4 holders.
  • The largest PIMCO Global StockPLUS & Income Fund buyer in Q3 2025 was Kestra Advisory Services, an estimated $403K added.
  • The largest PIMCO Global StockPLUS & Income Fund seller in Q3 2025 was Commonwealth Equity Services, an estimated $763K sold.

Based on aggregated 13F filings for Q3 2025.