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PHK

PIMCO High Income Fund
PHK

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: 123 → 125 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$3.95M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$696K
3
UBS Group
UBS Group
Switzerland
+$584K
4
LPL Financial
LPL Financial
California
+$550K
5
Jane Street
Jane Street
New York
+$432K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$5.33M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.04M
3
AWM
Apollon Wealth Management
South Carolina
-$777K
4
KAS
Kestra Advisory Services
Texas
-$258K
5
Franklin Resources
Franklin Resources
California
-$235K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$179K +$90.4K +18,479 +106%
SF
52
Synovus Financial
Georgia
$177K – – –
AF
53
Allworth Financial
California
$161K – – –
IWM
54
Iams Wealth Management
Nebraska
$150K – – –
IPWA
55
International Private Wealth Advisors
California
$133K +$3.58K +733 +3%
CWM
56
Centric Wealth Management
Illinois
$133K +$1.33K +273 +1%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$125K +$978 +200 +0.8%
TWP
58
Tempus Wealth Planning
California
$117K -$978 -200 -0.8%
BCM
59
Brookstone Capital Management
Illinois
$113K +$3.85K +786 +4%
Mariner
60
Mariner
Kansas
$113K +$2.73K +557 +3%
ACI
61
Alpha Cubed Investments
California
$111K +$10.3K +2,115 +11%
1WA
62
180 Wealth Advisors
Washington
$108K -$3.06K -625 -3%
AI
63
Atria Investments
North Carolina
$107K -$1.56K -319 -1%
MWP
64
Madison Wealth Partners
Wisconsin
$107K – – –
SWP
65
Stratos Wealth Partners
Ohio
$106K – – –
WJWM
66
Williams Jones Wealth Management
New York
$106K – – –
MC
67
Moors & Cabot
Massachusetts
$102K – – –
CCG
68
Ceeto Capital Group
Florida
$101K – – –
BAM
69
Belpointe Asset Management
Nevada
$99.8K – – –
SPIA
70
Steward Partners Investment Advisory
New York
$99.2K +$73.2K +14,960 +304%
EFG
71
Ethos Financial Group
Pennsylvania
$97.8K +$59 +12 +0.1%
SWM
72
Steinberganna Wealth Management
New York
$94.3K +$92.4K +18,900 New
IA
73
Integrity Alliance
Iowa
$89.1K +$2.84K +580 +3%
WWMSC
74
Wagner Wealth Management (South Carolina)
South Carolina
$81.4K – – –
VFG
75
Valley Financial Group
Pennsylvania
$81.1K – – –
1 2
3
4 5

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.