PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

114 hedge funds and large institutions have $97.4M invested in PIMCO High Income Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 13 closing their positions.

Holders
114
Holders Change
-6
Holders Change %
-5%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
36
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.9M
2
GC
2
Guggenheim Capital
Illinois
$6.25M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$1.71M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$1.71M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$691K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$17M
2
Bank of America
2
Bank of America
North Carolina
$4.54M
3
PAS
3
Park Avenue Securities
New York
$0
4
AWM
4
Apollon Wealth Management
South Carolina
$1.82M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$17M 3,466,841 -1,418,211 -29%
LPL Financial
2
LPL Financial
California
$7.93M 1,620,897 -3,598 -0.2%
GC
3
Guggenheim Capital
Illinois
$6.25M 1,277,834 +462,008 +57%
Invesco
4
Invesco
Georgia
$5.86M 1,198,453 +38,384 +3%
Cohen & Steers
5
Cohen & Steers
New York
$5.37M 1,098,699 +35,098 +3%
Bank of America
6
Bank of America
North Carolina
$4.54M 927,719 -362,859 -28%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.29M 877,732 +98,600 +13%
Morgan Stanley
8
Morgan Stanley
New York
$3.7M 755,767 -20,572 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.65M 746,656 +13,402 +2%
Wells Fargo
10
Wells Fargo
California
$2.9M 593,413 +505,178 +573%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.43M 496,351 +12,403 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.1M 430,181 -27,691 -6%
KAS
13
Kestra Advisory Services
Texas
$1.86M 380,667 -13,778 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.83M 373,750 -106,275 -22%
AWM
15
Apollon Wealth Management
South Carolina
$1.82M 372,644 -252,919 -40%
OPS
16
Orion Portfolio Solutions
Nebraska
$1.71M 350,088 +149,926 +75%
BCI
17
Brinker Capital Investments
Pennsylvania
$1.71M 350,088 +149,926 +75%
NWMP
18
Noble Wealth Management PBC
Colorado
$1.61M 329,705 +9,950 +3%
PS
19
Principal Securities
Iowa
$1.45M 298,663 – –
MGWM
20
Marks Group Wealth Management
Minnesota
$1.37M 280,669 – –
BEI
21
Benjamin Edwards Inc
Missouri
$1.06M 217,035 -22,022 -9%
Raymond James Financial
22
Raymond James Financial
Florida
$909K 185,803 +9,985 +6%
UBS Group
23
UBS Group
Switzerland
$852K 174,248 -6,739 -4%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$824K 168,584 +16,288 +11%
NA
25
NewEdge Advisors
Louisiana
$708K 144,725 -20,575 -12%
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