PIMCO Income Fund-InsPIMIX
13F holders, Q1 2025 (March 31)4holders −1
1new positions
2sold out
$10.70avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding PIMCO Income Fund-Ins (PIMIX) in their 13F filings, down 1 from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were Redwood Wealth Management Group, LLC ($597K), Everett Harris & Co. ($178K) and First Merchants Corp. ($157K).
- Company
- PIMCO Income Fund-Ins
- CUSIP
- 72201F490
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $178K |
| Exits | 2 | $355K |
All 13F filers, Q4 2024 → Q1 2025: 17,141 shares bought and 33,764 shares sold, net −16,623 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Redwood Wealth Management Group, LLC | 0.30% | Add +0.9% | 55,780 | $597K |
| Everett Harris & Co. | 0.00% | New | 16,625 | $178K |
| First Merchants Corp. | 0.01% | No change | 14,698 | $157K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 7,459 | $80K |
"% of holder's portfolio" is PIMIX's weight in each manager's 13F, not the share of PIMCO Income Fund-Ins the manager owns.