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PZC

PIMCO California Municipal Income Fund III
PZC

Delisted

PZC was delisted on the 1st of August, 2025.

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38 hedge funds and large institutions have $27.7M invested in PIMCO California Municipal Income Fund III in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

9% more funds holding

Funds holding: 35 → 38 (+3)

6% more capital invested

Capital invested by funds: $26M → $27.7M (+$1.61M)

1.97% more ownership

Funds ownership: 17.72% → 19.7% (+2%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MC
Matisse Capital
Oregon
+$2.29M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$1.23M
3
RCM
Rivernorth Capital Management
Florida
+$785K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$217K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$183K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.01M
2
WAM
Wolverine Asset Management
Illinois
-$703K
3
Morgan Stanley
Morgan Stanley
New York
-$278K
4
GC
Guggenheim Capital
Illinois
-$243K
5
LSC
Logan Stone Capital
Illinois
-$234K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$155K +$109K +17,363 +232%
SFS
27
Sowell Financial Services
Arkansas
$107K -$1.11K -177 -1%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$78.1K +$78.6K +12,531 New
WS
29
Wedbush Securities
California
$75K -$54.6K -8,700 -42%
VCWA
30
Vanguard Capital Wealth Advisors
Colorado
$74.8K +$3.14K +500 +4%
HF
31
HRT Financial
New York
$74K +$75.4K +12,030 New
MWM
32
Melfa Wealth Management
Massachusetts
$65.7K – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$50.7K – – –
GSWM
34
Golden State Wealth Management
California
$25.9K – – –
JP Morgan Chase
35
JP Morgan Chase
New York
$5.94K – – –
WT
36
Whittier Trust
California
$4.5K – – –
MWM
37
Mascoma Wealth Management
New Hampshire
$2.14K – – –
FIA
38
FNY Investment Advisers
New York
$1K – – –
VF
39
Virtu Financial
New York
– -$114K -17,555 Closed
CSIA
40
Conrad Siegel Investment Advisors
Pennsylvania
– -$75.6K -11,600 Closed
1
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PZC Hedge Fund Activity: Q2 2025 in Review

38 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q2 2025, worth a combined $27.7M — up 6.2% from $26M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PZC positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Matisse Capital, adding an estimated $2.29M. The largest seller was Advisors Asset Management, cutting an estimated $1.01M.

  • 38 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q2 2025, up from 35 in Q1 2025.
  • Funds reported $27.7M of PIMCO California Municipal Income Fund III stock for Q2 2025, up 6.2% quarter-over-quarter.
  • 6 funds opened new PIMCO California Municipal Income Fund III positions in Q2 2025 and 2 closed out, a net change of +4 holders.
  • The largest PIMCO California Municipal Income Fund III buyer in Q2 2025 was Matisse Capital, an estimated $2.29M added.
  • The largest PIMCO California Municipal Income Fund III seller in Q2 2025 was Advisors Asset Management, an estimated $1.01M sold.

Based on aggregated 13F filings for Q2 2025.