PIMCO High Income Fund
PHK
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.
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: 123 → 125 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.95M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$696K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$584K |
| 4 |
LPL Financial
San Diego,
California
|
+$550K |
| 5 |
Jane Street
New York
|
+$432K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$5.33M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.04M |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$777K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$258K |
| 5 |
Franklin Resources
San Mateo,
California
|
-$235K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
126
Franklin Resources
San Mateo,
California
| – | -$235K | -48,873 | Closed |
|
|
RAM
127
Readystate Asset Management
Chicago,
Illinois
| – | -$186K | -38,710 | Closed |
|
128
Balyasny Asset Management
Chicago,
Illinois
| – | -$146K | -30,373 | Closed |
|
|
MSAM
129
Moloney Securities Asset Management
Manchester,
Missouri
| – | -$117K | -24,448 | Closed |
|
|
EC
130
Elequin Capital
New York
| – | -$110K | -23,017 | Closed |
|
|
WWM
131
WT Wealth Management
Scottsdale,
Arizona
| – | -$100K | -20,893 | Closed |
|
132
Nomura Holdings
Tokyo,
Japan
| – | -$72K | -15,000 | Closed |
|
|
LSA
133
Lion Street Advisors
Austin,
Texas
| – | -$65.6K | -13,676 | Closed |
|
|
TSMHT
134
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$4.8K | -1,000 | Closed |
|
|
FMP
135
Financial Management Professionals
Austin,
Texas
| – | -$4.11K | -847 | Closed |
|
|
AAS
136
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$240 | -50 | Closed |
|
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.