PIMCO HIGH INCOME FUND (PHK) Institutional Ownership Changes & 13F Activity

PIMCO HIGH INCOME FUND (PHK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Osaic Holdings, Inc., Rivernorth Capital Management, Llc, Wells Fargo & Company/Mn, and Ubs Group Ag.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+27,36127,361$127.50KQ2 2026Sep 09, 2026
49 Wealth Management, LlcBuy+10,00010,000$46.60KQ2 2026Aug 18, 2026
Invesco Ltd.Buy+1,300,2221,300,222$6.06MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+541,501+42.1%1,828,380$8.52MQ2 2026Aug 14, 2026
Rivernorth Capital Management, LlcBuy+288,790+64.5%736,603$3.43MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+164,683+88.6%350,455$1.63MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+116,634+9.3%1,364,448$6.36MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-81,159-57.0%61,108$284.76KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+67,88367,883$316.33KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+52,327+275.0%71,357$332.52KQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+46,372+3545.3%47,680$222.19KQ2 2026Aug 14, 2026
Marex Group PlcBuy+44,90744,907$209.27KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-31,287-15.2%175,211$816.48KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+27,000+26.2%130,000$606.00KQ2 2026Aug 14, 2026
Cohen & Steers, Inc.Buy+14,547+1.2%1,201,591$5.60MQ2 2026Aug 14, 2026
Nomura Holdings IncSell-10,300-34.0%20,000$93.20KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+10,247+41.0%35,212$164.00KQ2 2026Aug 14, 2026
Boothbay Fund Management, LlcBuy+5,783+30.6%24,657$114.90KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-3,324-2.4%135,286$630.00KQ2 2026Aug 14, 2026
Legend Capital Advisors LlcBuy+2,679+2.4%116,357$542.23KQ2 2026Aug 14, 2026
Valley Financial Group, Inc.Buy+144+0.6%23,723$110.55KQ2 2026Aug 14, 2026
Ubs Group AgBuy+129,275+10.2%1,395,218$6.50MQ2 2026Aug 13, 2026
Morgan StanleyBuy+71,674+8.4%922,885$4.30MQ2 2026Aug 13, 2026
Virtu Financial LlcSell-17,813-42.0%24,571$115.00KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-10,987-8.6%116,127$541.15KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-1,884-14.8%10,871$50.66KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-135-0.6%21,372$99.59KQ2 2026Aug 13, 2026
Guggenheim Capital LlcBuy+67,808+6.3%1,139,957$5.31MQ2 2026Aug 12, 2026
Commerce BankBuy+44,54344,543$207.57KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-25,202-2.7%916,046$4.27MQ2 2026Aug 12, 2026
Showing 30 of 107

Frequently asked questions about PHK activity

  • Which institutional owners are buying PHK?

    Institutional owners buying PHK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PHK activity?

    "Buy" means an investor increased their reported position in PHK compared to the prior reporting period. This reflects growing exposure to PIMCO HIGH INCOME FUND (PHK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PHK increasing?

    Institutional interest in PHK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.