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PHK

PIMCO High Income Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 117123 (+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%)

Holders
123
Holders Change
+6
Holders Change %
+5.13%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
45
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$16.8M +$191K +40,464 +1%
LPL Financial
2
LPL Financial
California
$8.53M +$740K +156,523 +10%
GC
3
Guggenheim Capital
Illinois
$6.35M +$217K +45,793 +4%
Invesco
4
Invesco
Georgia
$5.89M +$131K +27,751 +2%
Cohen & Steers
5
Cohen & Steers
New York
$5.33M +$54.2K +11,457 +1%
UBS Group
6
UBS Group
Switzerland
$4.99M +$4.09M +865,364 +497%
Bank of America
7
Bank of America
North Carolina
$4.61M +$154K +32,540 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.26M +$47K +9,940 +1%
Morgan Stanley
9
Morgan Stanley
New York
$3.8M +$173K +36,493 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.72M +$131K +27,666 +4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.43M +$47.2K +9,979 +2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.18M +$114K +24,034 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.13M +$334K +70,649 +19%
BCI
14
Brinker Capital Investments
Pennsylvania
$2.07M +$380K +80,433 +23%
KAS
15
Kestra Advisory Services
Texas
$1.85M +$19.3K +4,075 +1%
PAS
16
Park Avenue Securities
New York
$1.8M +$1.77M +374,546 New
AWM
17
Apollon Wealth Management
South Carolina
$1.62M -$162K -34,344 -9%
PS
18
Principal Securities
Iowa
$1.51M +$71.6K +15,139 +5%
MGWM
19
Marks Group Wealth Management
Minnesota
$1.35M
WA
20
Whipplewood Advisors
Colorado
$982K +$968K +204,651 New
Raymond James Financial
21
Raymond James Financial
Florida
$864K -$27K -5,707 -3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$856K +$601K +127,061 +248%
NP
23
Nilsine Partners
Colorado
$822K +$810K +171,232 New
Baird Financial Group
24
Baird Financial Group
Wisconsin
$812K +$2.58K +546 +0.3%
BEI
25
Benjamin Edwards Inc
Missouri
$804K -$234K -49,482 -23%

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.