PCM FundPCM
13F holders, Q4 2024 (December 31)21holders +1
2new positions
2sold out
$7.61avg. 13F price*
At the end of Q4 2024, 21 institutions reported holding PCM Fund Inc. (PCM) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 2 sold out. The largest holders were Financial Advocates Investment Management ($1.7M), NewEdge Advisors, LLC ($783K) and Sovran Advisors, LLC ($377K).
- Company
- PCM Fund Inc.
- Filed as
- PCM FD INC (Q4 2024)
- CUSIP
- 69323T101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $235K |
| Exits | 2 | $179K |
All 13F filers, Q3 2024 → Q4 2024: 61,310 shares bought and 77,112 shares sold, net −15,802 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Financial Advocates Investment Management | 0.09% | Add +10.8% | 215,820 | $1.7M |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.0% | 101,645 | $783K |
| Sovran Advisors, LLC | 0.05% | — | 57,584 | $377K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 48,350 | $372K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -32.1% | 47,760 | $368K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.1% | 45,776 | $352K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 40,252 | $310K |
| Morgan Stanley | 0.00% | Add +21.9% | 36,259 | $279K |
| Physician Wealth Advisors, Inc. | 0.04% | No change | 32,330 | $249K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.5% | 24,290 | $187K |
| Two Sigma Securities, LLC | 0.03% | New | 19,743 | $152K |
| LPL Financial LLC | 0.00% | Add +0.2% | 19,704 | $152K |
| Raymond James Financial Inc. | 0.00% | — | 17,803 | $137K |
| SOL Capital Management CO | 0.01% | Reduce -37.1% | 14,150 | $109K |
| CoreCap Advisors, LLC | 0.00% | No change | 12,465 | $96K |
| Bank of America Corp. | 0.00% | Reduce -18.4% | 12,415 | $96K |
| Susquehanna International Group, LLP | 0.00% | New | 10,807 | $83K |
| UBS Group AG | 0.00% | Add +330.1% | 4,181 | $32K |
| Creekmur Asset Management LLC | 0.00% | Add +3.0% | 1,420 | $11K |
| FNY Investment Advisers, LLC | 0.00% | No change | 300 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $7 |
"% of holder's portfolio" is PCM's weight in each manager's 13F, not the share of PCM Fund Inc. the manager owns.