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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
SWIM
101
Smallwood Wealth Investment Management
New Jersey
$15K +$15.1K +3,067 New
CMA
102
Cedar Mountain Advisors
Oregon
$14K
FIA
103
FNY Investment Advisers
New York
$12K
HWA
104
HHM Wealth Advisors
Tennessee
$9.91K
HI
105
Harbour Investments
Wisconsin
$9.78K
IA
106
IFP Advisors
Florida
$8.8K +$8.84K +1,800 New
FFO
107
Fortitude Family Office
Arizona
$5.43K
DPW
108
DiNuzzo Private Wealth
Pennsylvania
$4.89K
OPTFSNA
109
Old Point Trust & Financial Services N A
Virginia
$4.89K
TSMHT
110
Thurston Springer Miller Herd & Titak
Indiana
$4.89K
AssetMark Inc
111
AssetMark Inc
California
$4.29K +$3.79K +771 +727%
HCM
112
Hollencrest Capital Management
California
$4.07K
FMP
113
Financial Management Professionals
Texas
$3.83K +$506 +103 +15%
EB
114
Eastern Bank
Massachusetts
$3.42K
KFI
115
Key Financial Inc
Pennsylvania
$636
RIL
116
Rothschild Investment LLC
Illinois
$616 +$619 +126 New
HIA
117
Harbor Investment Advisory
Maryland
$240
PAS
118
Park Avenue Securities
New York
-$1.45M -297,590 Closed
MG
119
Marex Group
-$533K -109,680 Closed
IAA
120
Independent Advisor Alliance
North Carolina
-$165K -33,896 Closed
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
-$109K -22,460 Closed
SPC
122
Sigma Planning Corp
Michigan
-$73.2K -15,070 Closed
IAIM
123
International Assets Investment Management
Florida
-$52.4K -10,700 Closed
CLA
124
Carnegie Lake Advisors
New Jersey
-$50K -10,260 Closed
KPWS
125
Kestra Private Wealth Services
Texas
-$49K -10,088 Closed

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.