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PGP

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.

New
Increased
Maintained
Reduced
Closed

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: 3129 (-2)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$3.16M
LPL Financial
2
LPL Financial
California
$1.62M +$127K +14,627 +9%
GC
3
Guggenheim Capital
Illinois
$1.42M -$444K -51,065 -25%
Cohen & Steers
4
Cohen & Steers
New York
$1.27M
Morgan Stanley
5
Morgan Stanley
New York
$1.2M -$84.7K -9,754 -7%
SFS
6
Shaker Financial Services
Virginia
$1.04M +$445K +51,186 +82%
KAS
7
Kestra Advisory Services
Texas
$821K +$366K +42,097 +88%
UBS Group
8
UBS Group
Switzerland
$735K +$4.01K +462 +0.6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$725K -$150K -17,221 -18%
Truist Financial
10
Truist Financial
North Carolina
$722K -$147K -16,939 -18%
NA
11
NewEdge Advisors
Louisiana
$396K -$13.9K -1,600 -4%
IFWM
12
Institute for Wealth Management
Colorado
$345K -$31.9K -3,676 -9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$273K -$6.54K -753 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$230K +$2.4K +276 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$222K +$52 +6 +0%
Osaic Holdings
16
Osaic Holdings
Arizona
$200K -$200 -23 -0.1%
Comerica Bank
17
Comerica Bank
Texas
$141K
ACP
18
Argyle Capital Partners
California
$128K +$8.69K +1,000 +8%
OL
19
Owen LaRue
Kentucky
$107K +$1.35K +156 +1%
Bank of America
20
Bank of America
North Carolina
$101K +$1.77K +204 +2%
CA
21
CoreCap Advisors
Michigan
$85.8K +$2.61K +300 +3%
MCM
22
MAI Capital Management
Ohio
$41.5K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$16K +$15.5K +1,789 New
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$9.13K
TCM
25
Triumph Capital Management
Colorado
$6.39K +$6.08K +700 New

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.