Who Owns PIMCO NEW YORK MUNICIPAL INCOME FUND II COMMON SHARES OF BENEFICIAL INT. (PNI)?Hedge Fund & Institutional Holders
Institutional Holders
5
as of Q4 2025
Total Institutional Value
$45090001395000.7T
% of Float Held
—
QoQ Change in Holders
+2 / -5
Price History
PNI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Karpus Management, Inc. | Increased | +126K | +$835.9M |
| RIVERBRIDGE PARTNERS LLC | Increased | +68K | +$456.8M |
| Geneos Wealth Management Inc. | New Position | +10K | +$67.0M |
| Noble Wealth Management PBC | New Position | +26K | +$177K |
PNI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Closed Position | -1.1M | -$7.4B |
| HORIZON KINETICS ASSET MANAGEMENT LLC | Closed Position | -38K | -$261.6M |
| DOPKINS WEALTH MANAGEMENT, LLC | Closed Position | -29K | -$199.1M |
| OSAIC HOLDINGS, INC. | Closed Position | -17K | -$110.9M |
| Steward Partners Investment Advisory, LLC | Closed Position | -10K | -$70.1M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 654,456 | $4.5B | 0.92% | Share |
| 2 | RIVERBRIDGE PARTNERS LLC | 202,579 | $1.4B | 26.15% | Share |
| 3 | Geneos Wealth Management Inc. | 9,732 | $67.0M | 0.00% | Share |
| 4 | Noble Wealth Management PBC | 25,602 | $177K | 0.09% | Share |
| 5 | FNY Investment Advisers, LLC | 200 | $1K | 0.00% | Share |
PNI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 5 | $6.0B | -3 |
| Q3 2025 | 8 | $12.7B | -38 |
| Q2 2025 | 46 | $30.2B | +0 |
| Q1 2025 | 46 | $32.7B | +2 |
| Q4 2024 | 44 | $21.5B | +10 |
| Q3 2024 | 34 | $590.9B | +2 |
| Q2 2024 | 32 | $315.6B | +3 |
| Q1 2024 | 29 | $134.4T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 5 institutional investors hold PNI (PIMCO NEW YORK MUNICIPAL INCOME FUND II COMMON SHARES OF BENEFICIAL INT.). The largest holder is Karpus Management, Inc. with $4.5B in shares. This quarter, 2 institutions opened new positions and 5 closed their positions.
Frequently Asked Questions
How many hedge funds own PNI?
As of Q4 2025, 5 institutional investors report holding PNI (PIMCO NEW YORK MUNICIPAL INCOME FUND II COMMON SHARES OF BENEFICIAL INT.) in their 13F filings.
Who is the largest institutional holder of PNI?
The largest institutional holder of PNI is Karpus Management, Inc. with $4.5B in shares.
Is institutional ownership of PNI increasing or decreasing?
This quarter, 2 institutions opened new positions in PNI and 5 closed their positions.