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PHK

PIMCO High Income Fund
PHK

117 hedge funds and large institutions have $97.7M invested in PIMCO High Income Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 26

0.49% less ownership

Funds ownership: 13.26% → 12.77% (-0.49%)

3% less capital invested

Capital invested by funds: $101M → $97.7M (-$3.16M)

4% less funds holding

Funds holding: 122 → 117 (-5)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
117
Holders Change
-5
Holders Change %
-4.1%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
37
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.48M
2
GC
Guggenheim Capital
Illinois
+$2.27M
3
BCI
Brinker Capital Investments
Pennsylvania
+$736K
4
OPS
Orion Portfolio Solutions
Nebraska
+$736K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$590K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$6.96M
2
Bank of America
Bank of America
North Carolina
-$1.78M
3
PAS
Park Avenue Securities
New York
-$1.45M
4
AWM
Apollon Wealth Management
South Carolina
-$1.24M
5
MG
Marex Group
-$533K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$691K +$590K +120,193 +568%
RAM
27
Readystate Asset Management
Illinois
$688K +$421K +85,696 +156%
RG
28
Rathbones Group
United Kingdom
$643K – – –
SA
29
SFI Advisors
New Jersey
$582K -$32.1K -6,527 -5%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$572K – – –
Millennium Management
31
Millennium Management
New York
$546K -$200K -40,756 -27%
KWM
32
Kingsview Wealth Management
Oregon
$510K +$14.7K +2,998 +3%
AAS
33
Avantax Advisory Services
Texas
$476K +$45.5K +9,264 +11%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$435K -$43.2K -8,793 -9%
AWS
35
Atria Wealth Solutions
New York
$402K +$2.18K +444 +0.5%
ICMP
36
Integrated Capital Management (Pennsylvania)
Pennsylvania
$398K +$79.2K +16,130 +25%
NEPWA
37
New England Private Wealth Advisors
Massachusetts
$371K +$372K +75,786 New
FFA
38
Founders Financial Alliance
North Carolina
$352K +$34.5K +7,020 +11%
PI
39
PFG Investments
New York
$318K +$29.6K +6,027 +10%
Walleye Capital
40
Walleye Capital
New York
$310K +$212K +43,141 +212%
MML Investors Services
41
MML Investors Services
Massachusetts
$301K +$72.2K +14,710 +31%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$251K -$37.8K -7,700 -13%
CP
43
Creekside Partners
California
$245K – – –
JWCA
44
J.W. Cole Advisors
Florida
$236K +$237K +48,168 New
MOS
45
MGO One Seven
Ohio
$202K – – –
CA
46
CoreCap Advisors
Michigan
$198K +$3.88K +789 +2%
BlackRock
47
BlackRock
New York
$190K +$191K +38,932 New
Stifel Financial
48
Stifel Financial
Missouri
$186K -$16.2K -3,306 -8%
CPSC
49
Carl P. Sherr & Co
Massachusetts
$180K – – –
IFG
50
Independent Financial Group
California
$178K +$44.2K +9,000 +33%
1
2
3 4 5

PHK Hedge Fund Activity: Q1 2025 in Review

117 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PIMCO High Income Fund (PHK) for Q1 2025, worth a combined $97.7M — down 3.1% from $101M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PHK and 12 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 37 added.

The largest buyer was Wells Fargo, adding an estimated $2.48M. The largest seller was Rivernorth Capital Management, cutting an estimated $6.96M.

  • 117 institutional investors held PIMCO High Income Fund (PHK) as of Q1 2025, down from 122 in Q4 2024.
  • Funds reported $97.7M of PIMCO High Income Fund stock for Q1 2025, down 3.1% quarter-over-quarter.
  • 12 funds opened new PIMCO High Income Fund positions in Q1 2025 and 14 closed out, a net change of -2 holders.
  • The largest PIMCO High Income Fund buyer in Q1 2025 was Wells Fargo, an estimated $2.48M added.
  • The largest PIMCO High Income Fund seller in Q1 2025 was Rivernorth Capital Management, an estimated $6.96M sold.

Based on aggregated 13F filings for Q1 2025.