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PHK

PIMCO High Income Fund

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: 117123 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
76
Ethos Financial Group
Pennsylvania
$94K +$52 +11 +0.1%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$83.9K -$24 -5 -0%
IA
78
Integrity Alliance
Iowa
$82.9K -$75.5K -15,968 -48%
PAG
79
Private Advisor Group
New Jersey
$82K -$4.44K -939 -5%
WWMSC
80
Wagner Wealth Management (South Carolina)
South Carolina
$78.3K
VFG
81
Valley Financial Group
Pennsylvania
$78K
SC
82
Scotia Capital
Ontario, Canada
$76.1K -$32.6K -6,900 -30%
NEPWA
83
New England Private Wealth Advisors
Massachusetts
$72.9K -$288K -60,786 -80%
KAS
84
KPP Advisory Services
Kentucky
$72.3K
Nomura Holdings
85
Nomura Holdings
Japan
$72K +$71K +15,000 New
BRWA
86
B. Riley Wealth Advisors
Florida
$71.7K +$70.6K +14,935 New
SWM
87
Spire Wealth Management
Virginia
$71.6K -$39.5K -8,350 -36%
HighTower Advisors
88
HighTower Advisors
Illinois
$71K -$473 -100 -0.7%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$69K -$25.4K -5,377 -27%
LSA
90
Lion Street Advisors
Texas
$65.6K
BCM
91
Boreal Capital Management
Florida
$63.7K +$62.2K +13,147 New
BMCM
92
Bryn Mawr Capital Management
Pennsylvania
$59.5K -$13.6K -2,869 -19%
RWB
93
RMR Wealth Builders
New Jersey
$58.5K +$1.32K +280 +2%
CIBC World Market
94
CIBC World Market
Ontario, Canada
$56.3K
SDAM
95
Shulman DeMeo Asset Management
New York
$55.3K -$2.45K -517 -4%
ACM
96
Anfield Capital Management
California
$54.8K
EGA
97
E&G Advisors
Texas
$51.8K
MA
98
Mutual Advisors
Nebraska
$50.5K
Jane Street
99
Jane Street
New York
$48.4K +$47.7K +10,090 New
CWM
100
Cornerstone Wealth Management
Missouri
$48K

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.