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PHK

PIMCO High Income Fund

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: 123125 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Scotia Capital
Ontario, Canada
$79.1K
SWM
77
Spire Wealth Management
Virginia
$76.5K +$2.04K +417 +3%
KAS
78
KPP Advisory Services
Kentucky
$75.1K
BRWA
79
B. Riley Wealth Advisors
Florida
$74.8K +$235 +48 +0.3%
HighTower Advisors
80
HighTower Advisors
Illinois
$73.8K
BCM
81
Boreal Capital Management
Florida
$66.2K +$5 +1 +0%
IAS
82
Integrity Advisory Solutions
Texas
$65.5K +$64.2K +13,125 New
M1FG
83
Mach-1 Financial Group
Arkansas
$65.5K +$64.2K +13,125 New
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$65K -$5.97K -1,221 -9%
RWB
85
RMR Wealth Builders
New Jersey
$62.3K +$1.39K +285 +2%
BMCM
86
Bryn Mawr Capital Management
Pennsylvania
$61.9K
Principal Financial Group
87
Principal Financial Group
Iowa
$60.4K +$59.4K +12,134 New
CIBC World Market
88
CIBC World Market
Ontario, Canada
$58.5K
PAG
89
Private Advisor Group
New Jersey
$57.4K -$27.3K -5,586 -33%
ACM
90
Anfield Capital Management
California
$56.9K
SDAM
91
Shulman DeMeo Asset Management
New York
$56.8K -$597 -122 -1%
EGA
92
E&G Advisors
Texas
$53.9K
EB
93
Eastern Bank
Massachusetts
$52.4K +$47.9K +9,800 +1,400%
BWM
94
Base Wealth Management
Florida
$51K +$50K +10,212 New
ZIG
95
Zullo Investment Group
Pennsylvania
$50.4K +$49.4K +10,100 New
MA
96
Mutual Advisors
Nebraska
$50K
CWM
97
Cornerstone Wealth Management
Missouri
$49.9K
PTC
98
Private Trust Company
Ohio
$49.9K +$48.9K +10,000 New
AP
99
Aspect Partners
Virginia
$29.3K +$28.7K +5,873 New
GA
100
Guerra Advisors
Florida
$28.2K +$27.7K +5,659 New

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.