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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-3,946-4.8%78,189$701.36KQ2 2026Sep 09, 2026
Beacon Pointe Advisors, LlcBuy+42,03042,030$377.01KQ2 2026Aug 18, 2026
Almitas Capital LlcBuy+93,589+15.2%710,604$6.37MQ2 2026Aug 17, 2026
Advisors Asset Management, Inc.Buy+438,723+36.1%1,652,372$14.82MQ2 2026Aug 14, 2026
Whitebox Advisors LlcBuy+284,471284,471$2.55MQ2 2026Aug 14, 2026
Karpus Management, Inc.Buy+252,546+14.2%2,031,479$18.22MQ2 2026Aug 14, 2026
Logan Stone Capital, LlcSell-160,806-25.2%476,434$4.27MQ2 2026Aug 14, 2026
Rivernorth Capital Management, LlcBuy+63,012+2.5%2,575,012$23.10MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+53,77653,776$482.37KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+46,922+202.8%70,057$628.41KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+43,03243,032$386.00KQ2 2026Aug 14, 2026
Saba Capital Management, L.P.Buy+32,945+4.8%725,010$6.50MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+23,454+116.7%43,554$391.52KQ2 2026Aug 14, 2026
Toronto Dominion BankBuy+20,770+1.8%1,157,410$10.38MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+17,83817,838$160.01KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+12,504+12.3%114,175$1.02MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+10,80210,802$96.90KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+9,966+16.6%69,894$626.95KQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-8,825-31.1%19,591$175.73KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+6,145+19.4%37,755$339.00KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+3,995+3.3%125,369$1.12MQ2 2026Aug 14, 2026
First Foundation AdvisorsSell-276-0.1%223,993$2.01MQ2 2026Aug 14, 2026
Morgan StanleySell-36,677-7.8%434,930$3.90MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+20,141+13.8%165,869$1.49MQ2 2026Aug 13, 2026
Ubs Group AgBuy+18,353+23.7%95,756$858.93KQ2 2026Aug 13, 2026
Morse Asset Management, IncBuy+1,171+6.7%18,715$167.87KQ2 2026Aug 13, 2026
Guggenheim Capital LlcSell-262,078-18.2%1,180,693$10.59MQ2 2026Aug 12, 2026
Robinson Capital Management, LlcBuy+49,787+8.5%637,256$5.72MQ2 2026Aug 12, 2026
Summit Financial, LlcSell-29,114-26.7%80,106$721.63KQ2 2026Aug 12, 2026
Matisse CapitalSell-17,696-2.0%848,717$7.61MQ2 2026Aug 12, 2026
Showing 30 of 78

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.