P
PIMCO Access Income Fund
PAXS • NYSE
PIMCO Access Income Fund is a publicly traded company on NYSE. As of Q3 2025, 56 institutional investors hold shares in this company, with total holdings valued at $119.9M. WELLS FARGO & COMPANY/MN is the largest holder with a position valued at $27.9M.
Websitepimco.com
Overview
Overview of institutional ownership in PAXS as of Q3 2025
All Institutions
- Institutions
- 56
- Value Held
- $119.9M
- Shares Held
- 7.4M
- Avg Position
- $2.1M
- Median Position
- $362.8K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $710.6K
- Shares Held
- 43.7K
- Avg Position
- $710.6K
- Median Position
- $710.6K
Biggest Investors
Institutions with the largest positions in PAXS as of Q3 2025
| Institution | Position Value |
|---|---|
 WELLS FARGO & COMPANY/MN Institution | $27.9M 0.01% of portfolio |
 UBS Group AG Institution | $22.5M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $17.5M 0.00% of portfolio |
 Thomas J. Herzfeld Advisors, Inc. Long Only Manager | $7.8M 2.69% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $7.7M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $6.5M 0.00% of portfolio |
 Element Wealth, LLC RIA/Wealth | $3.3M 1.43% of portfolio |
 Consolidated Portfolio Review Corp RIA/Wealth | $3.0M 0.38% of portfolio |
 Rockefeller Capital Management L.P. Long Only Manager | $2.6M 0.01% of portfolio |
L LPL Financial LLC Institution | $2.3M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PAXS in Q3 2025
- Traded
- +$1.7M
- Buyers
- 27
- Sellers
- 17
- Total Bought
- +$8.7M
- Total Sold
- −$6.9M
- Avg Position
- $1.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
WELLS FARGO & COMPANY/MN Institution | +$2.4M +147.5K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$842.0K +51.8K shares |
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | +$750.5K +46.1K shares |
MORGAN STANLEY RIA/Wealth | +$745.7K +45.8K shares |
Consolidated Portfolio Review Corp RIA/Wealth | +$545.4K +33.5K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | +$543.3K +33.4K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | +$391.2K +24.0K shares |
BANK OF AMERICA CORP /DE/ Institution | +$365.6K +22.5K shares |
 Bleakley Financial Group, LLC RIA/Wealth | +$334.3K +20.6K shares |
L LPL Financial LLC Institution | +$322.7K +19.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | −$3.9M −257.4K shares |
UBS Group AG Institution | −$1.2M −70.8K shares |
S STIFEL FINANCIAL CORP Long Only Manager | −$731.3K −44.9K shares |
 Private Advisor Group, LLC RIA/Wealth | −$468.7K −28.8K shares |
B BlackRock, Inc. Institution | −$273.0K −16.8K shares |
 Pensionmark Financial Group, LLC Pension/Endowment | −$161.8K −10.7K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$84.1K −5.2K shares |
 Integrated Wealth Concepts LLC RIA/Wealth | −$39.9K −2.5K shares |
A Advisor Group Holdings, Inc. Institution | −$29.9K −1.9K shares |
 BB&T CORP Institution | −$24.1K −1.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PAXS in Q3 2025
- New Positions
- 7
- New Value
- $1.4M
- Exited Positions
- 6
- Exited Value
- $4.1M
New Positions
| Institution | Position Value |
|---|---|
Mariner Wealth Advisors, LLC RIA/Wealth | $391.2K 24.0K shares |
Bleakley Financial Group, LLC RIA/Wealth | $334.3K 20.6K shares |
 IAMS WEALTH MANAGEMENT, LLC RIA/Wealth | $280.7K 17.3K shares |
$243.2K 15.0K shares | |
L LifePlan Investment Advisors, Inc. RIA/Wealth | $162.7K 10.0K shares |
 Pacifica Partners Inc. RIA/Wealth | $6.9K 422.0 shares |
V Virtu Financial LLC Institution | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | $3.9M 257.4K shares |
Pensionmark Financial Group, LLC Pension/Endowment | $161.8K 10.7K shares |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | $20.4K 1.4K shares |
 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $10.6K 700.0 shares |
 Financial Management Professionals, Inc. RIA/Wealth | $4.5K 292.0 shares |
V Virtu Financial LLC Institution | - 21.7K shares |
Options Activity
Institutions with the largest Call and Put options positions in PAXS as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PAXS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | 2.69% $7.8M |
Element Wealth, LLC RIA/Wealth | 1.43% $3.3M |
1.38% $2.3M | |
Consolidated Portfolio Review Corp RIA/Wealth | 0.38% $3.0M |
0.21% $243.2K | |
 SMITH, MOORE & CO. RIA/Wealth | 0.16% $2.1M |
 Fortitude Advisory Group L.L.C. RIA/Wealth | 0.16% $289.9K |
 Crumly & Associates Inc. RIA/Wealth | 0.14% $646.7K |
IAMS WEALTH MANAGEMENT, LLC RIA/Wealth | 0.11% $280.7K |
 ALEXANDER LABRUNERIE & CO., INC. RIA/Wealth | 0.08% $216.1K |
Hedge Fund Spotlight
Discover hedge funds investing in PAXS
Bramshill Investments, LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerStephen Christopher Selver
- Portfolio Value
- $1.5B
- Positions
- 150
- Last Reported
- Q3 2025
Sector Allocation
P
Position in PIMCO Access Income Fund
- Market Value
- $710.6K
- Shares Held
- 43.7K
- Portfolio Weight
- 0.05%
- Owned Since
- 2024-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $376.4M | 25.70% | |
ETF ETF | $197.3M | 13.47% | |
ETF ETF | $143.6M | 9.81% |
