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PHK

PIMCO High Income Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 122117 (-5)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
117
Holders Change
-5
Holders Change %
-4.1%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
37
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$17M -$6.96M -1,418,211 -29%
LPL Financial
2
LPL Financial
California
$7.93M -$17.7K -3,598 -0.2%
GC
3
Guggenheim Capital
Illinois
$6.25M +$2.27M +462,008 +57%
Invesco
4
Invesco
Georgia
$5.86M +$188K +38,384 +3%
Cohen & Steers
5
Cohen & Steers
New York
$5.37M +$172K +35,098 +3%
Bank of America
6
Bank of America
North Carolina
$4.54M -$1.78M -362,859 -28%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.29M +$484K +98,600 +13%
Morgan Stanley
8
Morgan Stanley
New York
$3.7M -$101K -20,572 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.65M +$65.8K +13,402 +2%
Wells Fargo
10
Wells Fargo
California
$2.9M +$2.48M +505,178 +573%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.43M +$60.9K +12,403 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.1M -$136K -27,691 -6%
KAS
13
Kestra Advisory Services
Texas
$1.86M -$67.7K -13,778 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.83M -$522K -106,275 -22%
AWM
15
Apollon Wealth Management
South Carolina
$1.82M -$1.24M -252,919 -40%
BCI
16
Brinker Capital Investments
Pennsylvania
$1.71M +$736K +149,926 +75%
OPS
17
Orion Portfolio Solutions
Nebraska
$1.71M +$736K +149,926 +75%
NWMP
18
Noble Wealth Management PBC
Colorado
$1.61M +$48.9K +9,950 +3%
PS
19
Principal Securities
Iowa
$1.45M
MGWM
20
Marks Group Wealth Management
Minnesota
$1.37M
BEI
21
Benjamin Edwards Inc
Missouri
$1.06M -$108K -22,022 -9%
Raymond James Financial
22
Raymond James Financial
Florida
$909K +$49K +9,985 +6%
UBS Group
23
UBS Group
Switzerland
$852K -$33.1K -6,739 -4%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$824K +$80K +16,288 +11%
NA
25
NewEdge Advisors
Louisiana
$708K -$101K -20,575 -12%

PHK Hedge Fund Activity: Q1 2025 in Review

117 of the 7,457 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.