PIMCO California Municipal Income Fund III

PZC • NYSE

PIMCO California Municipal Income Fund III is a publicly traded company on NYSE. As of Q3 2025, 1 institutional investors hold shares in this company, with total holdings valued at $49.4K. Advisor Group Holdings, Inc. is the largest holder with a position valued at $49.4K.

Websitepimco.com

Overview

Overview of institutional ownership in PZC as of Q3 2025

All Institutions

Institutions: 1
Value Held: $49.4K
Shares Held: 8.1K
Avg Position: $49.4K
Median Position: $49.4K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in PZC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
A Advisor Group Holdings, Inc. Institution	-	$49.4K 0.00% of portfolio	0.00% 8.1K shares	Q1 2023 Held for 2y 8m	$71.0B
Vanguard Capital Wealth Advisors RIA/Wealth	Vincent Mark Polivka Member	- 0.00% of portfolio	0.00% - shares	Q4 2024 Held for 11 months	$124.1M
Mascoma Wealth Management LLC RIA/Wealth	Zuzana Kuzelova Brochu President	- 0.00% of portfolio	0.00% - shares	Q4 2022 Held for 2y 11m	$453.7M
H HRT FINANCIAL LLC Institution	-	- 0.00% of portfolio	0.00% - shares	Q3 2025 Held for 2 months	$21.1B
UBS Group AG Institution	Sergio P. Ermotti CEO	- 0.00% of portfolio	0.00% - shares	Q4 2022 Held for 2y 11m	$511.54B
Almitas Capital LLC RIA/Wealth	Ronald Dean Mass Managing Partner	- 0.00% of portfolio	0.00% - shares	Q1 2025 Held for 8 months	$435.9M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral	George Demetrios Papadopoulos CFO	- 0.00% of portfolio	0.00% - shares	Q4 2023 Held for 1y 11m	$1.6B
Core Wealth Partners LLC Hedge Fund•Long/Short	Adam Senator Wiatrak Managing Partner	- 0.00% of portfolio	0.00% - shares	Q1 2023 Held for 2y 8m	$217.4M
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	- 0.00% of portfolio	0.00% - shares	Q4 2022 Held for 2y 11m	$488.50B
WEDBUSH MORGAN SECURITIES INC RIA/Wealth	Donald Wayne Hultgren Chairman	- 0.00% of portfolio	0.00% - shares	Q4 2020 Held for 4y 11m	$2.9B

Net Capital Flow

Institutional buying and selling activity for PZC in Q3 2025

Traded: −$27.3M
Buyers: 0
Sellers: 33
Total Bought: +-
Total Sold: −$27.3M
Avg Position: $1.3K

Biggest Buyers

Institution	Net Bought	Current Position
No buyers found

Biggest Sellers

Institution	Net Sold	Current Position
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy	−$6.0M −970.7K shares	Sold Off 0 shares
Hennion & Walsh Asset Management, Inc. RIA/Wealth	−$2.7M −438.3K shares	Sold Off 0 shares
Advisors Asset Management, Inc. ETF Provider	−$2.6M −411.9K shares	Sold Off 0 shares
Deschutes Portfolio Strategy, LLC RIA/Wealth	−$2.4M −379.6K shares	Sold Off 0 shares
G GUGGENHEIM CAPITAL LLC Institution	−$2.3M −373.1K shares	Sold Off 0 shares
UBS Group AG Institution	−$1.7M −269.4K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$1.3M −203.7K shares	Sold Off 0 shares
TORONTO DOMINION BANK Institution	−$1.2M −195.8K shares	Sold Off 0 shares
Logan Stone Capital, LLC Hedge Fund•Long/Short	−$960.0K −154.1K shares	Sold Off 0 shares
Bank of New York Mellon Corp Institution	−$671.6K −107.8K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PZC in Q3 2025

New Positions: 3
New Value: -
Exited Positions: 36
Exited Value: $27.3M

New Positions

Institution	Position Value
H HRT FINANCIAL LLC Institution	- - shares
WEDBUSH MORGAN SECURITIES INC RIA/Wealth	- - shares
R ROYAL BANK OF CANADA Institution	- - shares

Exited Positions

Institution	Previous Position
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy	$6.0M 970.7K shares
Hennion & Walsh Asset Management, Inc. RIA/Wealth	$2.7M 438.3K shares
Advisors Asset Management, Inc. ETF Provider	$2.6M 411.9K shares
Deschutes Portfolio Strategy, LLC RIA/Wealth	$2.4M 379.6K shares
G GUGGENHEIM CAPITAL LLC Institution	$2.3M 373.1K shares
UBS Group AG Institution	$1.7M 269.4K shares
MORGAN STANLEY RIA/Wealth	$1.3M 203.7K shares
TORONTO DOMINION BANK Institution	$1.2M 195.8K shares
Logan Stone Capital, LLC Hedge Fund•Long/Short	$960.0K 154.1K shares
Bank of New York Mellon Corp Institution	$671.6K 107.8K shares

Options Activity

Institutions with the largest Call and Put options positions in PZC 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 PZC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
A Advisor Group Holdings, Inc. Institution	-	0.00% $49.4K	0.00% 8.1K shares	Q1 2023 Held for 2y 8m	$71.0B
Vanguard Capital Wealth Advisors RIA/Wealth	Vincent Mark Polivka Member	0.00% -	0.00% - shares	Q4 2024 Held for 11 months	$124.1M
Mascoma Wealth Management LLC RIA/Wealth	Zuzana Kuzelova Brochu President	0.00% -	0.00% - shares	Q4 2022 Held for 2y 11m	$453.7M
H HRT FINANCIAL LLC Institution	-	0.00% -	0.00% - shares	Q3 2025 Held for 2 months	$21.1B
UBS Group AG Institution	Sergio P. Ermotti CEO	0.00% -	0.00% - shares	Q4 2022 Held for 2y 11m	$511.54B
Almitas Capital LLC RIA/Wealth	Ronald Dean Mass Managing Partner	0.00% -	0.00% - shares	Q1 2025 Held for 8 months	$435.9M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral	George Demetrios Papadopoulos CFO	0.00% -	0.00% - shares	Q4 2023 Held for 1y 11m	$1.6B
Core Wealth Partners LLC Hedge Fund•Long/Short	Adam Senator Wiatrak Managing Partner	0.00% -	0.00% - shares	Q1 2023 Held for 2y 8m	$217.4M
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	0.00% -	0.00% - shares	Q4 2022 Held for 2y 11m	$488.50B
WEDBUSH MORGAN SECURITIES INC RIA/Wealth	Donald Wayne Hultgren Chairman	0.00% -	0.00% - shares	Q4 2020 Held for 4y 11m	$2.9B