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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
BBHC
101
Brown Brothers Harriman & Co
New York
$27.8K
CA
102
CoreCap Advisors
Michigan
$21.5K -$166K -33,844 -89%
HNB
103
Hilltop National Bank
Wyoming
$20.5K
MCM
104
MAI Capital Management
Ohio
$17.7K
BlackRock
105
BlackRock
New York
$16.3K -$206K -42,193 -93%
CMA
106
Cedar Mountain Advisors
Oregon
$14.2K
SWIM
107
Smallwood Wealth Investment Management
New Jersey
$13.6K -$1.98K -404 -13%
KG
108
Kilter Group
New York
$13.3K +$13.1K +2,670 New
FIA
109
FNY Investment Advisers
New York
$12K
HWA
110
HHM Wealth Advisors
Tennessee
$10.1K
HI
111
Harbour Investments
Wisconsin
$9.98K
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$9.98K
IA
113
IFP Advisors
Florida
$9.53K +$269 +55 +3%
FFO
114
Fortitude Family Office
Arizona
$5.54K
OPTFSNA
115
Old Point Trust & Financial Services N A
Virginia
$4.99K
HWP
116
Highline Wealth Partners
California
$4.99K +$4.89K +1,000 New
DPW
117
DiNuzzo Private Wealth
Pennsylvania
$4.96K
HCM
118
Hollencrest Capital Management
California
$4.16K
SWP
119
Strategic Wealth Partners
Ohio
$4.06K
US Bancorp
120
US Bancorp
Minnesota
$2.99K +$2.94K +600 New
CPG
121
Cornerstone Planning Group
New Jersey
$1.79K +$98 +20 New
KFI
122
Key Financial Inc
Pennsylvania
$647
RIL
123
Rothschild Investment LLC
Illinois
$629
ASN
124
Advisory Services Network
Georgia
$499 +$489 +100 New
HIA
125
Harbor Investment Advisory
Maryland
$245

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.