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PHK

PIMCO High Income Fund

130 hedge funds and large institutions have $99.9M invested in PIMCO High Income Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

2% more funds holding

Funds holding: 127130 (+3)

0.14% more ownership

Funds ownership: 12.43%12.57% (+0.14%)

4% less capital invested

Capital invested by funds: $104M → $99.9M (-$3.73M)

Holders
130
Holders Change
+3
Holders Change %
+2.36%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
36
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11.4M +$2.56M +528,561 +27%
BCI
2
Brinker Capital Investments
Pennsylvania
$6.12M +$794K +164,103 +14%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.96M -$1.81M -374,893 -23%
UBS Group
4
UBS Group
Switzerland
$5.86M -$112K -23,105 -2%
Invesco
5
Invesco
Georgia
$5.78M +$156K +32,239 +3%
Bank of America
6
Bank of America
North Carolina
$5.78M +$233K +48,233 +4%
Cohen & Steers
7
Cohen & Steers
New York
$5.5M +$184K +38,091 +3%
GC
8
Guggenheim Capital
Illinois
$4.96M -$1.15M -238,594 -18%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$4.36M +$292K +60,403 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.29M +$188K +38,913 +4%
Morgan Stanley
11
Morgan Stanley
New York
$3.94M +$52.5K +10,851 +1%
GA
12
GraniteShares Advisors
New York
$2.34M -$279K -57,779 -10%
RCM
13
Rivernorth Capital Management
Florida
$2.07M -$686K -141,813 -24%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.74M -$32.2K -6,666 -2%
PAS
15
Park Avenue Securities
New York
$1.64M +$83.6K +17,293 +5%
PS
16
Principal Securities
Iowa
$1.62M +$59.3K +12,258 +4%
KAS
17
Kestra Advisory Services
Texas
$1.42M -$427K -88,281 -22%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.33M -$73.1K -15,121 -5%
MGWM
19
Marks Group Wealth Management
Minnesota
$1.21M -$93K -19,229 -7%
EFG
20
Elm3 Financial Group
Georgia
$1.2M +$242K +49,977 +24%
SFS
21
Shaker Financial Services
Virginia
$1.1M +$1.15M +238,025 New
Raymond James Financial
22
Raymond James Financial
Florida
$956K +$51.5K +10,649 +5%
WA
23
Whipplewood Advisors
Colorado
$953K -$4.77K -987 -0.5%
Wells Fargo
24
Wells Fargo
California
$860K +$211K +43,651 +31%
AWM
25
Apollon Wealth Management
South Carolina
$802K -$31.7K -6,555 -4%

PHK Hedge Fund Activity: Q1 2026 in Review

130 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO High Income Fund (PHK) for Q1 2026, worth a combined $99.9M — down 3.6% from $104M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PHK positions and 16 closed out — a net gain of 4 holders — while 36 added to existing stakes and 32 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.56M. The largest seller was Osaic Holdings, cutting an estimated $1.81M.

  • 130 institutional investors held PIMCO High Income Fund (PHK) as of Q1 2026, up from 127 in Q4 2025.
  • Funds reported $99.9M of PIMCO High Income Fund stock for Q1 2026, down 3.6% quarter-over-quarter.
  • 20 funds opened new PIMCO High Income Fund positions in Q1 2026 and 16 closed out, a net change of +4 holders.
  • The largest PIMCO High Income Fund buyer in Q1 2026 was LPL Financial, an estimated $2.56M added.
  • The largest PIMCO High Income Fund seller in Q1 2026 was Osaic Holdings, an estimated $1.81M sold.

Based on aggregated 13F filings for Q1 2026.