PIMCO High Income Fund
PHK
123 hedge funds and large institutions have $101M invested in PIMCO High Income Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
88% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 24
5% more funds holding
Funds holding: 117 → 123 (+6)
3% more capital invested
Capital invested by funds: $97.7M → $101M (+$3.38M)
0.49% less ownership
Funds ownership: 12.77% → 12.28% (-0.49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$4.09M |
| 2 |
PAS
Park Avenue Securities
New York
|
+$1.77M |
| 3 |
WA
Whipplewood Advisors
Littleton,
Colorado
|
+$968K |
| 4 |
NP
Nilsine Partners
Greenwood Village,
Colorado
|
+$810K |
| 5 |
LPL Financial
San Diego,
California
|
+$740K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.18M |
| 2 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$582K |
| 3 |
Millennium Management
New York
|
-$546K |
| 4 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
-$482K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$380K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Walleye Capital
New York
| – | -$310K | -63,489 | Closed |
|
127
Citadel Advisors
Miami,
Florida
| – | -$87.8K | -17,951 | Closed |
|
|
BWM
128
Base Wealth Management
Lakewood Ranch,
Florida
| – | -$71.9K | -14,705 | Closed |
|
|
CW
129
CreativeOne Wealth
Overland Park,
Kansas
| – | -$53.8K | -10,993 | Closed |
|
130
AssetMark Inc
Concord,
California
| – | -$4.29K | -877 | Closed |
|
PHK Hedge Fund Activity: Q2 2025 in Review
123 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PIMCO High Income Fund (PHK) for Q2 2025, worth a combined $101M — up 3.5% from $97.7M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PHK positions and 7 closed out — a net gain of 9 holders — while 45 added to existing stakes and 24 trimmed.
The largest buyer was UBS Group, adding an estimated $4.09M. The largest seller was Wells Fargo, cutting an estimated $2.18M.
- 123 institutional investors held PIMCO High Income Fund (PHK) as of Q2 2025, up from 117 in Q1 2025.
- Funds reported $101M of PIMCO High Income Fund stock for Q2 2025, up 3.5% quarter-over-quarter.
- 16 funds opened new PIMCO High Income Fund positions in Q2 2025 and 7 closed out, a net change of +9 holders.
- The largest PIMCO High Income Fund buyer in Q2 2025 was UBS Group, an estimated $4.09M added.
- The largest PIMCO High Income Fund seller in Q2 2025 was Wells Fargo, an estimated $2.18M sold.
Based on aggregated 13F filings for Q2 2025.