PIMCO High Income Fund
PHK
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.
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: 122 → 117 (-5)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.48M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.27M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$736K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$736K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$590K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$6.96M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.78M |
| 3 |
PAS
Park Avenue Securities
New York
|
-$1.45M |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$1.24M |
| 5 |
MG
Marex Group
London,
|
-$533K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMAM
126
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| – | -$36.2K | -7,448 | Closed |
|
|
CAS
127
Coppell Advisory Solutions
Coppell,
Texas
| – | -$25.4K | -5,209 | Closed |
|
|
CFGS
128
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$19.8K | -4,000 | Closed |
|
|
RCM
129
Raleigh Capital Management
Cary,
North Carolina
| – | -$14.3K | -2,950 | Closed |
|
|
SAM
130
Synergy Asset Management
Vancouver,
Washington
| – | -$9K | -1,800 | Closed |
|
131
Fidelity Investments
Boston,
Massachusetts
| – | -$5 | -1 | 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.