We are live on ! Find out more
PHK

PIMCO High Income Fund
PHK

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: 117 → 123 (+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
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$4.09M
2
PAS
Park Avenue Securities
New York
+$1.77M
3
WA
Whipplewood Advisors
Colorado
+$968K
4
NP
Nilsine Partners
Colorado
+$810K
5
LPL Financial
LPL Financial
California
+$740K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.18M
2
SA
SFI Advisors
New Jersey
-$582K
3
Millennium Management
Millennium Management
New York
-$546K
4
RAM
Readystate Asset Management
Illinois
-$482K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$380K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
CoreCap Advisors
Michigan
$183K -$11.2K -2,371 -6%
CPSC
52
Carl P. Sherr & Co
Massachusetts
$177K – – –
SF
53
Synovus Financial
Georgia
$170K – – –
AF
54
Allworth Financial
California
$155K +$152K +32,236 New
Balyasny Asset Management
55
Balyasny Asset Management
Illinois
$146K +$144K +30,373 New
IWM
56
Iams Wealth Management
Nebraska
$144K – – –
CWM
57
Centric Wealth Management
Illinois
$135K +$1.97K +416 +2%
TSS
58
Two Sigma Securities
New York
$128K +$74.1K +15,673 +142%
IPWA
59
International Private Wealth Advisors
California
$125K +$3.41K +721 +3%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$119K +$52K +11,000 +80%
MSAM
61
Moloney Securities Asset Management
Missouri
$117K +$5.26K +1,113 +5%
TWP
62
Tempus Wealth Planning
California
$113K – – –
EC
63
Elequin Capital
New York
$110K +$34.5K +7,301 +46%
1WA
64
180 Wealth Advisors
Washington
$106K +$10.6K +2,250 +11%
Mariner
65
Mariner
Kansas
$106K -$26.3K -5,567 -20%
BCM
66
Brookstone Capital Management
Illinois
$105K +$51.6K +10,910 +99%
AI
67
Atria Investments
North Carolina
$105K +$103K +21,844 New
MWP
68
Madison Wealth Partners
Wisconsin
$102K – – –
SWP
69
Stratos Wealth Partners
Ohio
$102K – – –
WJWM
70
Williams Jones Wealth Management
New York
$102K – – –
WWM
71
WT Wealth Management
Arizona
$100K – – –
MC
72
Moors & Cabot
Massachusetts
$98.4K -$71K -15,000 -42%
CCG
73
Ceeto Capital Group
Florida
$97K – – –
ACI
74
Alpha Cubed Investments
California
$96.4K +$2.16K +457 +2%
BAM
75
Belpointe Asset Management
Nevada
$96K – – –
1 2
3
4 5

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.