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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
SWP
126
Strategic Wealth Partners
Ohio
$3.76K – – –
SWM
127
SHP Wealth Management
Massachusetts
$1.8K – – –
KFI
128
Key Financial Inc
Pennsylvania
$602 – – –
RIL
129
Rothschild Investment LLC
Illinois
$583 – – –
ASN
130
Advisory Services Network
Georgia
$463 +$484 +100 New
HIA
131
Harbor Investment Advisory
Maryland
$227 – – –
NP
132
Nilsine Partners
Colorado
– -$832K -171,108 Closed
TI
133
TrueMark Investments
Illinois
– -$388K -79,784 Closed
FFA
134
Founders Financial Alliance
North Carolina
– -$358K -73,759 Closed
PFA
135
Presper Financial Architects
Ohio
– -$353K -72,543 Closed
JWCA
136
J.W. Cole Advisors
Florida
– -$259K -55,391 Closed
BAM
137
Belpointe Asset Management
Nevada
– -$138K -28,425 Closed
SG
138
StoneX Group
New York
– -$125K -25,814 Closed
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
– -$85.5K -17,379 Closed
BWM
140
Base Wealth Management
Florida
– -$54.4K -11,178 Closed
PAG
141
Private Advisor Group
New Jersey
– -$51K -10,500 Closed
ZIG
142
Zullo Investment Group
Pennsylvania
– -$49.1K -10,100 Closed
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
– -$21.3K -4,387 Closed
KG
144
Kilter Group
New York
– -$13.4K -2,749 Closed
TRCT
145
Tower Research Capital (TRC)
New York
– -$7.99K -1,643 Closed
EP
146
Essential Partners
California
– -$306 -63 Closed
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.