PIMCO CALIFORNIA MUNI INC FD (XPCQX) Institutional Ownership Changes & 13F Activity
PIMCO CALIFORNIA MUNI INC FD (XPCQX). 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 Advisors Asset Management, Inc., Whitebox Advisors Llc, Guggenheim Capital Llc, Karpus Management, Inc., and Logan Stone Capital, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -3,946 | -4.8% | 78,189 | $701.36K | Q2 2026 | Sep 09, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +42,030 | — | 42,030 | $377.01K | Q2 2026 | Aug 18, 2026 |
| Almitas Capital Llc | Buy | +93,589 | +15.2% | 710,604 | $6.37M | Q2 2026 | Aug 17, 2026 |
| Advisors Asset Management, Inc. | Buy | +438,723 | +36.1% | 1,652,372 | $14.82M | Q2 2026 | Aug 14, 2026 |
| Whitebox Advisors Llc | Buy | +284,471 | — | 284,471 | $2.55M | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | Buy | +252,546 | +14.2% | 2,031,479 | $18.22M | Q2 2026 | Aug 14, 2026 |
| Logan Stone Capital, Llc | Sell | -160,806 | -25.2% | 476,434 | $4.27M | Q2 2026 | Aug 14, 2026 |
| Rivernorth Capital Management, Llc | Buy | +63,012 | +2.5% | 2,575,012 | $23.10M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +53,776 | — | 53,776 | $482.37K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +46,922 | +202.8% | 70,057 | $628.41K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +43,032 | — | 43,032 | $386.00K | Q2 2026 | Aug 14, 2026 |
| Saba Capital Management, L.P. | Buy | +32,945 | +4.8% | 725,010 | $6.50M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +23,454 | +116.7% | 43,554 | $391.52K | Q2 2026 | Aug 14, 2026 |
| Toronto Dominion Bank | Buy | +20,770 | +1.8% | 1,157,410 | $10.38M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +17,838 | — | 17,838 | $160.01K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +12,504 | +12.3% | 114,175 | $1.02M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +10,802 | — | 10,802 | $96.90K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +9,966 | +16.6% | 69,894 | $626.95K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -8,825 | -31.1% | 19,591 | $175.73K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +6,145 | +19.4% | 37,755 | $339.00K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +3,995 | +3.3% | 125,369 | $1.12M | Q2 2026 | Aug 14, 2026 |
| First Foundation Advisors | Sell | -276 | -0.1% | 223,993 | $2.01M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -36,677 | -7.8% | 434,930 | $3.90M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +20,141 | +13.8% | 165,869 | $1.49M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +18,353 | +23.7% | 95,756 | $858.93K | Q2 2026 | Aug 13, 2026 |
| Morse Asset Management, Inc | Buy | +1,171 | +6.7% | 18,715 | $167.87K | Q2 2026 | Aug 13, 2026 |
| Guggenheim Capital Llc | Sell | -262,078 | -18.2% | 1,180,693 | $10.59M | Q2 2026 | Aug 12, 2026 |
| Robinson Capital Management, Llc | Buy | +49,787 | +8.5% | 637,256 | $5.72M | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Sell | -29,114 | -26.7% | 80,106 | $721.63K | Q2 2026 | Aug 12, 2026 |
| Matisse Capital | Sell | -17,696 | -2.0% | 848,717 | $7.61M | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about XPCQX activity
Which institutional owners are buying XPCQX?
Institutional owners buying XPCQX 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 XPCQX activity?
"Buy" means an investor increased their reported position in XPCQX compared to the prior reporting period. This reflects growing exposure to PIMCO CALIFORNIA MUNI INC FD (XPCQX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XPCQX increasing?
Institutional interest in XPCQX 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.