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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
MC
51
Moors & Cabot
Massachusetts
$174K – – –
SF
52
Synovus Financial
Georgia
$173K – – –
IA
53
Integrity Alliance
Iowa
$163K +$163K +33,246 New
SBIA
54
Sheaff Brock Investment Advisors
Indiana
$158K +$12.3K +2,500 +8%
IWM
55
Iams Wealth Management
Nebraska
$147K – – –
Mariner
56
Mariner
Kansas
$136K +$30.5K +6,219 +29%
CWM
57
Centric Wealth Management
Illinois
$131K +$9.27K +1,888 +8%
IPWA
58
International Private Wealth Advisors
California
$124K +$3.36K +685 +3%
TWP
59
Tempus Wealth Planning
California
$116K – – –
MSAM
60
Moloney Securities Asset Management
Missouri
$114K +$18.3K +3,736 +19%
SWM
61
Spire Wealth Management
Virginia
$114K – – –
SC
62
Scotia Capital
Ontario, Canada
$111K – – –
MWP
63
Madison Wealth Partners
Wisconsin
$104K – – –
SWP
64
Stratos Wealth Partners
Ohio
$104K -$6.79K -1,382 -6%
WJWM
65
Williams Jones Wealth Management
New York
$104K – – –
WWM
66
WT Wealth Management
Arizona
$102K – – –
CCG
67
Ceeto Capital Group
Florida
$99K – – –
BAM
68
Belpointe Asset Management
Nevada
$97.8K -$24.6K -5,000 -20%
1WA
69
180 Wealth Advisors
Washington
$97.4K – – –
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$96K +$36.5K +7,431 +61%
ACI
71
Alpha Cubed Investments
California
$96K +$2.14K +435 +2%
EFG
72
Ethos Financial Group
Pennsylvania
$95.7K +$96.1K +19,575 New
PAG
73
Private Advisor Group
New Jersey
$88.1K +$88.5K +18,025 New
Citadel Advisors
74
Citadel Advisors
Florida
$87.8K -$20.7K -4,220 -19%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$85K +$85.4K +17,384 New
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.