Who Owns PIMCO Access Income Fund (PAXS)?Hedge Fund & Institutional Holders

$14.48-0.19 (-1.30%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.251719000180002e+152T

% of Float Held

—

QoQ Change in Holders

+15 / -6

Price History

$14.15$14.87$15.59$16.31$17.03Aug 24Jun 25Mar 26

PAXS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SOL Capital Management CONew Position+1.5M+$22.5M
ENVESTNET ASSET MANAGEMENT INCNew Position+593K+$9.0M
Noble Wealth Management PBCNew Position+251K+$4.0M
Element Wealth, LLCNew Position+198K+$3.0M
CORRADO ADVISORS, LLCNew Position+152K+$2.3M
Cerity Partners LLCNew Position+100K+$1.0M
Crumly & Associates Inc.New Position+40K+$608K
COURIER CAPITAL LLCNew Position+37K+$569K
TRUIST FINANCIAL CORPNew Position+36K+$551K
Chicago Partners Investment Group LLCNew Position+29K+$462K
Virtu Financial LLCNew Position+22K+$329K
Fortitude Advisory Group L.L.C.New Position+18K+$272K
Navis Wealth Advisors, LLCNew Position+16K+$240K
SouthState Bank CorpNew Position+9K+$143K
Activest Wealth ManagementNew Position+8K+$114K

PAXS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
UBS Group AGDecreased-346K-$22.4B
BANK OF AMERICA CORP /DE/Decreased-760-$6.5B
Consolidated Portfolio Review CorpClosed Position-186K-$3.0B
Rockefeller Capital Management L.P.Decreased-2K-$2.6B
SMITH, MOORE & CO.Decreased-3K-$2.1B
RAYMOND JAMES FINANCIAL INCDecreased-1K-$778.7M
NWF Advisory Services Inc.Decreased-25K-$598.3M
&PARTNERSDecreased-17K-$543.3M
Corient Private Wealth LLCDecreased-11K-$520.8M
Integrated Wealth Concepts LLCClosed Position-29K-$466.9M
Mariner, LLCClosed Position-24K-$391.2M
Bleakley Financial Group, LLCClosed Position-21K-$334.3M
Private Advisor Group, LLCClosed Position-15K-$238.5M
ALEXANDER LABRUNERIE & CO., INC.Closed Position-13K-$216.1M
CreativeOne Wealth, LLCDecreased-881-$204.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SOL Capital Management CO1,471,674$22.5M2.02%Share
2MORGAN STANLEY1,265,113$19.0M0.00%Share
3WELLS FARGO & COMPANY/MN1,207,218$18.0M0.00%Share
4UBS Group AG1,010,908$15.5M0.00%Share
5ROYAL BANK OF CANADA1,021,173$15.0M0.00%Share
6COHEN & STEERS, INC.911,766$13.9M0.03%Share
7Thomas J. Herzfeld Advisors, Inc.747,910$11.4M3.87%Share
8ENVESTNET ASSET MANAGEMENT INC592,951$9.0M0.00%Share
9WELLS FARGO & COMPANY/MN561,761$8.0M0.00%Share
10BANK OF AMERICA CORP /DE/389,480$5.0M0.00%Share
11Element Wealth, LLC198,309$3.0M1.25%Share
12CORRADO ADVISORS, LLC151,760$2.3M1.16%Share
13Noble Wealth Management PBC125,360$2.0M1.09%Share
14LPL Financial LLC161,882$2.0M0.00%Share
15Rockefeller Capital Management L.P.156,304$2.0M0.00%Share
16Noble Wealth Management PBC125,244$1.9M0.96%Share
17SMITH, MOORE & CO.123,790$1.9M0.14%Share
18CHOREO, LLC72,158$1.1M0.01%Share
19Cerity Partners LLC100,002$1.0M0.00%Share
20JOURNEY STRATEGIC WEALTH LLC65,650$1.0M0.03%Share
21OSAIC HOLDINGS, INC.89,082$1.0M0.00%Share
22Bramshill Investments, LLC43,963$672K0.04%Share
23Crumly & Associates Inc.39,750$608K0.13%Share
24COURIER CAPITAL LLC37,201$569K0.03%Share
25TRUIST FINANCIAL CORP36,016$551K0.00%Share
26Chicago Partners Investment Group LLC29,027$462K0.01%Share
27COMERICA BANK28,637$438K0.00%Share
28UBS Group AG23,302$356K0.00%Share
29Mathes Company, Inc.22,000$337K0.12%Share
30Virtu Financial LLC21,530$329K0.01%Share
31Corient Private Wealth LLC21,391$327K0.00%Share
32Fortitude Advisory Group L.L.C.17,818$272K0.12%Share
33IAMS WEALTH MANAGEMENT, LLC17,250$263K0.09%Share
34Navis Wealth Advisors, LLC15,733$240K0.10%Share
35NORTHEAST PLANNING ASSOCIATES, INC. / NH /15,410$235K0.17%Share
36NWF Advisory Services Inc.12,330$188K0.02%Share
37Hilton Capital Management, LLC12,000$183K0.01%Share
38LifePlan Investment Advisors, Inc.10,000$153K0.06%Share
39SouthState Bank Corp9,350$143K0.01%Share
40Activest Wealth Management7,500$114K0.02%Share
41Anfield Capital Management, LLC3,664$56K0.02%Share
42Commonwealth Retirement Investments LLC1,300$19K0.01%Share
43FNY Investment Advisers, LLC1,100$16K0.00%Share
44FLAGSHIP HARBOR ADVISORS, LLC914$13K0.00%Share
45CWM, LLC580$9K0.00%Share
46MARK SHEPTOFF FINANCIAL PLANNING, LLC500$7K0.00%Share
47UBS Group AG344$5K0.00%Share
48HARBOUR INVESTMENTS, INC.261$3K0.00%Share
49CreativeOne Wealth, LLC11,712$00.00%Share
50Kestra Advisory Services, LLC2,205$00.00%Share

PAXS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202563$163.3M+12
Q3 202551$118.5B-2
Q2 202553$96.7B-13
Q1 202566$121.5B+6
Q4 202460$4.1T+17
Q3 202443$104.3T+6
Q2 202437$94.7T+0
Q1 202437$100.7T—

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As of Q4 2025, 50 institutional investors hold PAXS (PIMCO Access Income Fund). The largest holder is SOL Capital Management CO with $22.5M in shares. This quarter, 15 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own PAXS?

As of Q4 2025, 50 institutional investors report holding PAXS (PIMCO Access Income Fund) in their 13F filings.

Who is the largest institutional holder of PAXS?

The largest institutional holder of PAXS is SOL Capital Management CO with $22.5M in shares.

Is institutional ownership of PAXS increasing or decreasing?

This quarter, 15 institutions opened new positions in PAXS and 6 closed their positions.