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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
VFG
76
Valley Financial Group
Pennsylvania
$81.9K +$2.92K +600 +4%
IAS
77
Integrity Advisory Solutions
Texas
$81.8K +$18K +3,707 +28%
WWMSC
78
Wagner Wealth Management (South Carolina)
South Carolina
$79.3K
SC
79
Scotia Capital
Ontario, Canada
$77K
SPIA
80
Steward Partners Investment Advisory
New York
$75.1K -$21.5K -4,428 -22%
KAS
81
KPP Advisory Services
Kentucky
$73.2K
BRWA
82
B. Riley Wealth Advisors
Florida
$73.1K +$234 +48 +0.3%
SWM
83
Spire Wealth Management
Virginia
$72.5K -$2.03K -417 -3%
HighTower Advisors
84
HighTower Advisors
Illinois
$71.9K
MWP
85
Madison Wealth Partners
Wisconsin
$67.8K -$36K -7,400 -35%
SFP
86
Strategic Financial Partners
Oregon
$67.7K +$67.8K +13,938 New
BCM
87
Boreal Capital Management
Florida
$64.5K
GT
88
Glenview Trust
Kentucky
$63.2K +$63.3K +13,010 New
RWB
89
RMR Wealth Builders
New Jersey
$61.5K +$1.42K +292 +2%
BMCM
90
Bryn Mawr Capital Management
Pennsylvania
$60.3K
CIBC World Market
91
CIBC World Market
Ontario, Canada
$57K
Principal Financial Group
92
Principal Financial Group
Iowa
$56.7K -$2.31K -474 -4%
ACM
93
Anfield Capital Management
California
$55.4K
SDAM
94
Shulman DeMeo Asset Management
New York
$55.4K
BWM
95
Base Wealth Management
Florida
$54.4K +$4.7K +966 +9%
EGA
96
E&G Advisors
Texas
$52.5K
CRC
97
Curi RMB Capital
Illinois
$51.5K +$51K +10,480 New
PAG
98
Private Advisor Group
New Jersey
$51K -$4.87K -1,000 -9%
EB
99
Eastern Bank
Massachusetts
$51K
ZIG
100
Zullo Investment Group
Pennsylvania
$49.1K