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PHK

PIMCO High Income Fund

130 hedge funds and large institutions have $99.9M invested in PIMCO High Income Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

2% more funds holding

Funds holding: 127130 (+3)

0.14% more ownership

Funds ownership: 12.43%12.57% (+0.14%)

4% less capital invested

Capital invested by funds: $104M → $99.9M (-$3.73M)

Holders
130
Holders Change
+3
Holders Change %
+2.36%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
36
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
76
Williams Jones Wealth Management
New York
$98.3K
CCG
77
Ceeto Capital Group
Florida
$94K
TSS
78
Two Sigma Securities
New York
$88.1K -$148K -30,635 -62%
BFM
79
Boothbay Fund Management
New York
$87.4K +$91.3K +18,874 New
IAS
80
Integrity Advisory Solutions
Texas
$81.9K +$4.12K +852 +5%
SWM
81
Steinberganna Wealth Management
New York
$80.8K -$7.33K -1,516 -8%
WWMSC
82
Wagner Wealth Management (South Carolina)
South Carolina
$75.5K
SC
83
Scotia Capital
Ontario, Canada
$73.4K
SWM
84
Spire Wealth Management
Virginia
$69.1K
IA
85
Integrity Alliance
Iowa
$68.4K -$52.2K -10,790 -42%
BRWA
86
B. Riley Wealth Advisors
Florida
$67K +$247 +51 +0.3%
SFP
87
Strategic Financial Partners
Oregon
$66K +$1.58K +327 +2%
MWP
88
Madison Wealth Partners
Wisconsin
$64.6K
BCM
89
Boreal Capital Management
Florida
$61.5K -$63.6K -13,148 Closed
KAS
90
KPP Advisory Services
Kentucky
$60.9K -$9.16K -1,895 -13%
GT
91
Glenview Trust
Kentucky
$60.2K
SPIA
92
Steward Partners Investment Advisory
New York
$59.1K -$13.1K -2,700 -17%
JF
93
Jump Financial
Illinois
$57.4K +$60K +12,400 New
RWB
94
RMR Wealth Builders
New Jersey
$54.3K -$5.02K -1,038 -8%
CIBC World Market
95
CIBC World Market
Ontario, Canada
$54.3K
ACM
96
Anfield Capital Management
California
$52.8K
KIM
97
Kane Investment Management
California
$52.8K -$156K -32,354 -74%
Principal Financial Group
98
Principal Financial Group
Iowa
$52.2K -$1.85K -382 -3%
BMCM
99
Bryn Mawr Capital Management
Pennsylvania
$52.2K -$5.45K -1,128 -9%
SDAM
100
Shulman DeMeo Asset Management
New York
$50K -$2.81K -582 -5%

PHK Hedge Fund Activity: Q1 2026 in Review

130 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO High Income Fund (PHK) for Q1 2026, worth a combined $99.9M — down 3.6% from $104M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PHK positions and 16 closed out — a net gain of 4 holders — while 36 added to existing stakes and 32 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.56M. The largest seller was Osaic Holdings, cutting an estimated $1.81M.

  • 130 institutional investors held PIMCO High Income Fund (PHK) as of Q1 2026, up from 127 in Q4 2025.
  • Funds reported $99.9M of PIMCO High Income Fund stock for Q1 2026, down 3.6% quarter-over-quarter.
  • 20 funds opened new PIMCO High Income Fund positions in Q1 2026 and 16 closed out, a net change of +4 holders.
  • The largest PIMCO High Income Fund buyer in Q1 2026 was LPL Financial, an estimated $2.56M added.
  • The largest PIMCO High Income Fund seller in Q1 2026 was Osaic Holdings, an estimated $1.81M sold.

Based on aggregated 13F filings for Q1 2026.