We are live on ! Find out more
PHK

PIMCO High Income Fund

123 hedge funds and large institutions have $101M invested in PIMCO High Income Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

88% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 24

5% more funds holding

Funds holding: 117123 (+6)

3% more capital invested

Capital invested by funds: $97.7M → $101M (+$3.38M)

0.49% less ownership

Funds ownership: 12.77%12.28% (-0.49%)

Holders
123
Holders Change
+6
Holders Change %
+5.13%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
45
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$669K -$25.2K -5,325 -4%
AAS
27
Avantax Advisory Services
Texas
$668K +$198K +41,754 +43%
Wells Fargo
28
Wells Fargo
California
$641K -$2.18M -459,928 -78%
FFWM
29
Future Financial Wealth Management
Ohio
$639K +$582K +123,102 +1,231%
RG
30
Rathbones Group
United Kingdom
$631K
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$567K +$6.15K +1,300 +1%
PFA
32
Presper Financial Architects
Ohio
$539K +$531K +112,347 New
KWM
33
Kingsview Wealth Management
Oregon
$516K +$15K +3,163 +3%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$418K -$8.67K -1,833 -2%
AWS
35
Atria Wealth Solutions
New York
$418K +$21.9K +4,631 +6%
ICMP
36
Integrated Capital Management (Pennsylvania)
Pennsylvania
$415K +$24.4K +5,149 +6%
PI
37
PFG Investments
New York
$395K +$81.4K +17,219 +26%
FFA
38
Founders Financial Alliance
North Carolina
$334K -$11.3K -2,388 -3%
MML Investors Services
39
MML Investors Services
Massachusetts
$327K +$30.6K +6,476 +11%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$293K -$380K -80,244 -57%
SA
41
Sanctuary Advisors
Indiana
$291K +$214K +45,236 +296%
JWCA
42
J.W. Cole Advisors
Florida
$256K +$24.9K +5,262 +11%
GLA
43
Good Life Advisors
Pennsylvania
$249K +$246K +51,945 New
CP
44
Creekside Partners
California
$240K
Franklin Resources
45
Franklin Resources
California
$235K +$231K +48,873 New
BlackRock
46
BlackRock
New York
$218K +$30.8K +6,521 +17%
IFG
47
Independent Financial Group
California
$205K +$29.5K +6,242 +17%
Stifel Financial
48
Stifel Financial
Missouri
$203K +$20.4K +4,319 +11%
MOS
49
MGO One Seven
Ohio
$199K
RAM
50
Readystate Asset Management
Illinois
$186K -$482K -101,983 -72%

PHK Hedge Fund Activity: Q2 2025 in Review

123 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PIMCO High Income Fund (PHK) for Q2 2025, worth a combined $101M — up 3.5% from $97.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PHK positions and 7 closed out — a net gain of 9 holders — while 45 added to existing stakes and 24 trimmed.

The largest buyer was UBS Group, adding an estimated $4.09M. The largest seller was Wells Fargo, cutting an estimated $2.18M.

  • 123 institutional investors held PIMCO High Income Fund (PHK) as of Q2 2025, up from 117 in Q1 2025.
  • Funds reported $101M of PIMCO High Income Fund stock for Q2 2025, up 3.5% quarter-over-quarter.
  • 16 funds opened new PIMCO High Income Fund positions in Q2 2025 and 7 closed out, a net change of +9 holders.
  • The largest PIMCO High Income Fund buyer in Q2 2025 was UBS Group, an estimated $4.09M added.
  • The largest PIMCO High Income Fund seller in Q2 2025 was Wells Fargo, an estimated $2.18M sold.

Based on aggregated 13F filings for Q2 2025.