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PHK

PIMCO High Income Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 123125 (+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%)

Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
41
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$12.1M -$5.33M -1,089,862 -31%
LPL Financial
2
LPL Financial
California
$9.43M +$550K +112,457 +6%
GC
3
Guggenheim Capital
Illinois
$6.81M +$202K +41,265 +3%
Invesco
4
Invesco
Georgia
$6.38M +$261K +53,263 +4%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.2M +$3.95M +807,236 +182%
UBS Group
6
UBS Group
Switzerland
$5.78M +$584K +119,350 +11%
Cohen & Steers
7
Cohen & Steers
New York
$5.6M +$57.1K +11,673 +1%
Bank of America
8
Bank of America
North Carolina
$5.14M +$346K +70,674 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.45M +$22.7K +4,648 +0.5%
Morgan Stanley
10
Morgan Stanley
New York
$4.11M +$154K +31,526 +4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.24M +$696K +142,317 +28%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.81M -$1.04M -211,714 -27%
BCI
13
Brinker Capital Investments
Pennsylvania
$2.36M +$204K +41,647 +10%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.15M -$118K -24,172 -5%
PAS
15
Park Avenue Securities
New York
$1.81M -$55.5K -11,340 -3%
KAS
16
Kestra Advisory Services
Texas
$1.66M -$258K -52,830 -14%
PS
17
Principal Securities
Iowa
$1.64M +$75.6K +15,448 +5%
NWMP
18
Noble Wealth Management PBC
Colorado
$1.51M +$1.48M +302,830 New
MGWM
19
Marks Group Wealth Management
Minnesota
$1.4M
WA
20
Whipplewood Advisors
Colorado
$1.02M +$3K +613 +0.3%
Raymond James Financial
21
Raymond James Financial
Florida
$948K +$48.7K +9,962 +6%
AWM
22
Apollon Wealth Management
South Carolina
$895K -$777K -158,882 -47%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$869K +$24.3K +4,975 +3%
NP
24
Nilsine Partners
Colorado
$829K -$25K -5,111 -3%
BEI
25
Benjamin Edwards Inc
Missouri
$757K -$77.3K -15,813 -9%

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.