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PHK

PIMCO High Income Fund

125 hedge funds and large institutions have $105M invested in PIMCO High Income Fund in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 27

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

2% more funds holding

Funds holding: 123125 (+2)

3% more capital invested

Capital invested by funds: $101M → $105M (+$3.46M)

0.06% less ownership

Funds ownership: 12.28%12.22% (-0.06%)

Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
41
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$716K -$170K -34,736 -19%
FFWM
27
Future Financial Wealth Management
Ohio
$659K -$5.41K -1,106 -0.8%
RG
28
Rathbones Group
United Kingdom
$656K
NA
29
NewEdge Advisors
Louisiana
$650K -$44.5K -9,100 -7%
Wells Fargo
30
Wells Fargo
California
$599K -$65.4K -13,364 -10%
PFA
31
Presper Financial Architects
Ohio
$569K +$8.27K +1,690 +2%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$514K -$73.9K -15,115 -13%
KWM
33
Kingsview Wealth Management
Oregon
$497K -$38.7K -7,919 -7%
SA
34
Sanctuary Advisors
Indiana
$493K +$187K +38,306 +63%
Jane Street
35
Jane Street
New York
$491K +$432K +88,359 +876%
ICMP
36
Integrated Capital Management (Pennsylvania)
Pennsylvania
$418K -$13.4K -2,745 -3%
PI
37
PFG Investments
New York
$418K +$7.37K +1,507 +2%
TI
38
TrueMark Investments
Illinois
$384K +$376K +76,922 New
MML Investors Services
39
MML Investors Services
Massachusetts
$380K +$39.3K +8,034 +12%
FFA
40
Founders Financial Alliance
North Carolina
$371K +$23.5K +4,806 +7%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$301K -$131K -26,767 -31%
JWCA
42
J.W. Cole Advisors
Florida
$282K +$14.7K +3,000 +6%
CP
43
Creekside Partners
California
$250K
Stifel Financial
44
Stifel Financial
Missouri
$225K +$13.4K +2,747 +6%
NEPWA
45
New England Private Wealth Advisors
Massachusetts
$221K +$144K +29,347 +196%
MOS
46
MGO One Seven
Ohio
$206K
IFG
47
Independent Financial Group
California
$202K -$11.3K -2,300 -5%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$195K -$108K -22,040 -36%
TSS
49
Two Sigma Securities
New York
$187K +$52.9K +10,807 +40%
CPSC
50
Carl P. Sherr & Co
Massachusetts
$184K

PHK Hedge Fund Activity: Q3 2025 in Review

125 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO High Income Fund (PHK) for Q3 2025, worth a combined $105M — up 3.4% from $101M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PHK positions and 11 closed out — a net gain of 5 holders — while 41 added to existing stakes and 27 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.95M. The largest seller was Rivernorth Capital Management, cutting an estimated $5.33M.

  • 125 institutional investors held PIMCO High Income Fund (PHK) as of Q3 2025, up from 123 in Q2 2025.
  • Funds reported $105M of PIMCO High Income Fund stock for Q3 2025, up 3.4% quarter-over-quarter.
  • 16 funds opened new PIMCO High Income Fund positions in Q3 2025 and 11 closed out, a net change of +5 holders.
  • The largest PIMCO High Income Fund buyer in Q3 2025 was Osaic Holdings, an estimated $3.95M added.
  • The largest PIMCO High Income Fund seller in Q3 2025 was Rivernorth Capital Management, an estimated $5.33M sold.

Based on aggregated 13F filings for Q3 2025.