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PHK

PIMCO High Income Fund

127 hedge funds and large institutions have $104M invested in PIMCO High Income Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 27

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

2% more funds holding

Funds holding: 125127 (+2)

0.21% more ownership

Funds ownership: 12.22%12.43% (+0.21%)

1% less capital invested

Capital invested by funds: $105M → $104M (-$938K)

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
44
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LOWM
51
Laurel Oak Wealth Management
New Jersey
$202K +$202K +41,622 New
MOS
52
MGO One Seven
Ohio
$201K
IFG
53
Independent Financial Group
California
$197K
Stifel Financial
54
Stifel Financial
Missouri
$194K -$25.1K -5,169 -11%
PFPG
55
Pinnacle Financial Partners (Georgia)
Georgia
$172K +$172K +35,395 New
BlackRock
56
BlackRock
New York
$164K +$148K +30,502 +936%
AF
57
Allworth Financial
California
$164K +$7.3K +1,500 +5%
IWM
58
Iams Wealth Management
Nebraska
$146K
CWM
59
Centric Wealth Management
Illinois
$140K +$3.28K +675 +2%
BAM
60
Belpointe Asset Management
Nevada
$138K +$41K +8,425 +42%
IPWA
61
International Private Wealth Advisors
California
$134K +$3.64K +748 +3%
SG
62
StoneX Group
New York
$125K +$126K +25,814 New
IA
63
Integrity Alliance
Iowa
$124K +$37.5K +7,707 +43%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$122K
MC
65
Moors & Cabot
Massachusetts
$119K +$19.5K +4,000 +20%
BCM
66
Brookstone Capital Management
Illinois
$114K +$3.46K +711 +3%
TWP
67
Tempus Wealth Planning
California
$110K -$3.39K -696 -3%
1WA
68
180 Wealth Advisors
Washington
$105K
SWP
69
Stratos Wealth Partners
Ohio
$103K
WJWM
70
Williams Jones Wealth Management
New York
$103K
AI
71
Atria Investments
North Carolina
$103K -$1.44K -295 -1%
ACI
72
Alpha Cubed Investments
California
$102K -$5.72K -1,175 -5%
CCG
73
Ceeto Capital Group
Florida
$98K
SWM
74
Steinberganna Wealth Management
New York
$92.2K +$326 +67 +0.4%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$85.5K -$89.9K -18,479 -52%