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PHK

PIMCO High Income Fund

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: 122117 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
76
Wagner Wealth Management (South Carolina)
South Carolina
$79.8K
VFG
77
Valley Financial Group
Pennsylvania
$79.5K
EC
78
Elequin Capital
New York
$76.9K -$16.8K -3,414 -18%
SA
79
Sanctuary Advisors
Indiana
$74.8K -$982 -200 -1%
BMCM
80
Bryn Mawr Capital Management
Pennsylvania
$74.7K -$9.5K -1,935 -11%
KAS
81
KPP Advisory Services
Kentucky
$73.6K -$43.2K -8,790 -37%
HighTower Advisors
82
HighTower Advisors
Illinois
$72.8K -$9.82K -2,000 -12%
BWM
83
Base Wealth Management
Florida
$71.9K +$72.2K +14,705 New
AAS
84
Ameritas Advisory Services
Nebraska
$70.4K
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$67.5K
LSA
86
Lion Street Advisors
Texas
$66.9K -$14.3K -2,907 -18%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$63.2K +$53.6K +10,920 +546%
SDAM
88
Shulman DeMeo Asset Management
New York
$58.8K
RWB
89
RMR Wealth Builders
New Jersey
$58.2K +$1.3K +264 +2%
CIBC World Market
90
CIBC World Market
Ontario, Canada
$57.4K +$3.58K +730 +7%
ACM
91
Anfield Capital Management
California
$55.8K
BCM
92
Brookstone Capital Management
Illinois
$54K +$319 +65 +0.6%
TSS
93
Two Sigma Securities
New York
$53.9K +$54.1K +11,018 New
CW
94
CreativeOne Wealth
Kansas
$53.8K
EGA
95
E&G Advisors
Texas
$52.8K
MA
96
Mutual Advisors
Nebraska
$49.1K -$1.72K -350 -3%
CWM
97
Cornerstone Wealth Management
Missouri
$48.9K
FFWM
98
Future Financial Wealth Management
Ohio
$48.9K
BBHC
99
Brown Brothers Harriman & Co
New York
$27.3K
MCM
100
MAI Capital Management
Ohio
$17.4K

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.