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PHK

PIMCO High Income Fund
PHK

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: 127 → 130 (+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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.56M
2
SFS
Shaker Financial Services
Virginia
+$1.15M
3
BCI
Brinker Capital Investments
Pennsylvania
+$794K
4
LCA
Legend Capital Advisors
New York
+$550K
5
WWM
Western Wealth Management
Colorado
+$523K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.81M
2
GC
Guggenheim Capital
Illinois
-$1.15M
3
NP
Nilsine Partners
Colorado
-$832K
4
RCM
Rivernorth Capital Management
Florida
-$686K
5
KAS
Kestra Advisory Services
Texas
-$427K
Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
101
E&G Advisors
Texas
$50K – – –
Bank of New York Mellon
102
Bank of New York Mellon
New York
$49.5K +$51.7K +10,698 New
CRC
103
Curi RMB Capital
Illinois
$49K – – –
EB
104
Eastern Bank
Massachusetts
$48.6K – – –
CWM
105
Cornerstone Wealth Management
Missouri
$46.3K – – –
PTC
106
Private Trust Company
Ohio
$46.3K – – –
CPG
107
Cornerstone Planning Group
New Jersey
$29.6K +$295 +61 +1%
CA
108
CoreCap Advisors
Michigan
$27.8K – – –
BBHC
109
Brown Brothers Harriman & Co
New York
$25.8K – – –
MCM
110
MAI Capital Management
Ohio
$19.6K – – –
HNB
111
Hilltop National Bank
Wyoming
$19K – – –
SWIM
112
Smallwood Wealth Investment Management
New Jersey
$13.2K +$280 +58 +2%
FIA
113
FNY Investment Advisers
New York
$12K – – –
HI
114
Harbour Investments
Wisconsin
$10.1K +$846 +175 +9%
NRG
115
Nemes Rush Group
Michigan
$10.1K +$10.5K +2,175 New
HWA
116
HHM Wealth Advisors
Tennessee
$9.39K – – –
IA
117
IFP Advisors
Florida
$9.37K +$280 +58 +3%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$9.26K – – –
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$6.95K – – –
AAM
120
Advisors Asset Management
Colorado
$6.06K +$6.33K +1,308 New
FFO
121
Fortitude Family Office
Arizona
$5.14K – – –
DPW
122
DiNuzzo Private Wealth
Pennsylvania
$4.63K – – –
HWP
123
Highline Wealth Partners
California
$4.63K – – –
OCM
124
Osbon Capital Management
Massachusetts
$4.34K +$4.54K +938 New
HCM
125
Hollencrest Capital Management
California
$3.86K – – –
2 3 4
5
6

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.