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PHK

PIMCO High Income Fund
PHK

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: 127 → 130 (+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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.56M
2
SFS
Shaker Financial Services
Virginia
+$1.15M
3
BCI
Brinker Capital Investments
Pennsylvania
+$794K
4
LCA
Legend Capital Advisors
New York
+$550K
5
WWM
Western Wealth Management
Colorado
+$523K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.81M
2
GC
Guggenheim Capital
Illinois
-$1.15M
3
NP
Nilsine Partners
Colorado
-$832K
4
RCM
Rivernorth Capital Management
Florida
-$686K
5
KAS
Kestra Advisory Services
Texas
-$427K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$799K +$8.57K +1,772 +1%
Jane Street
27
Jane Street
New York
$659K -$130K -26,827 -16%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$642K -$53.4K -11,034 -7%
RG
29
Rathbones Group
United Kingdom
$608K – – –
CP
30
Creekside Partners
California
$607K +$195K +40,241 +44%
FFWM
31
Future Financial Wealth Management
Ohio
$598K -$12.2K -2,530 -2%
SA
32
Sanctuary Advisors
Indiana
$589K +$75.6K +15,628 +14%
BEI
33
Benjamin Edwards Inc
Missouri
$579K -$27.5K -5,687 -4%
LCA
34
Legend Capital Advisors
New York
$526K +$550K +113,678 New
WWM
35
Western Wealth Management
Colorado
$501K +$523K +108,255 New
NA
36
NewEdge Advisors
Louisiana
$482K -$99.6K -20,600 -17%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$477K – – –
RWFS
38
Rayburn West Financial Services
Tennessee
$459K +$96.7K +20,000 +25%
NWMP
39
Noble Wealth Management PBC
Colorado
$405K -$120K -24,901 -22%
ICMP
40
Integrated Capital Management (Pennsylvania)
Pennsylvania
$391K +$7.45K +1,540 +2%
KWM
41
Kingsview Wealth Management
Oregon
$390K +$11.7K +2,429 +3%
IP
42
Indivisible Partners
Florida
$384K +$103K +21,293 +35%
PI
43
PFG Investments
New York
$365K -$64.3K -13,296 -14%
MML Investors Services
44
MML Investors Services
Massachusetts
$298K -$85.4K -17,656 -22%
CIAS
45
Capital Investment Advisory Services
North Carolina
$296K +$29.5K +6,100 +11%
LOWM
46
Laurel Oak Wealth Management
New Jersey
$257K +$66.8K +13,814 +33%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$239K -$48.1K -9,945 -16%
MOS
48
MGO One Seven
Ohio
$238K +$48.4K +10,000 +24%
NEPWA
49
New England Private Wealth Advisors
Massachusetts
$205K +$214K +44,347 New
VF
50
Virtu Financial
New York
$196K +$205K +42,384 New
1
2
3 4 5

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.