PIMCO California Muni Inc. FDXPCQX
13F holders, Q1 2025 (March 31)48holders +2
7new positions
5sold out
1famous investor
$8.86avg. 13F price*
At the end of Q1 2025, 48 institutions reported holding PIMCO California Muni Inc. FD (XPCQX) in their 13F filings, up 2 from Q4 2024. 7 opened new positions and 5 sold out. The largest holders were Rivernorth Capital Management, LLC ($6.7M), Advisors Asset Management, Inc. ($4.9M) and Morgan Stanley ($3.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO California Muni Inc. FD
- CUSIP
- 72200N106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.7M |
| Exits | 5 | $617K |
All 13F filers, Q4 2024 → Q1 2025: 683,986 shares bought and 188,665 shares sold, net +495,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Rivernorth Capital Management, LLC | 0.36% | Add +21.3% | 759,403 | $6.7M |
| Advisors Asset Management, Inc. | 0.09% | Add +5.3% | 555,038 | $4.9M |
| Morgan Stanley | 0.00% | Add +1.7% | 350,167 | $3.1M |
| Hennion & Walsh Asset Management, Inc. | 0.13% | Add +15.6% | 327,724 | $2.9M |
| Guggenheim Capital LLC | 0.03% | Reduce -13.2% | 313,814 | $2.8M |
| Williams & Novak, LLC | 1.82% | Reduce -2.4% | 207,255 | $1.9M |
| Almitas Capital LLC | 0.60% | New | 204,489 | $1.8M |
| Fiera Capital Corp | 0.01% | Reduce -7.0% | 199,609 | $1.8M |
| Logan Stone Capital, LLC | 0.79% | Add +65.9% | 192,372 | $1.7M |
| Melfa Wealth Management, Inc. | 0.89% | Reduce -0.1% | 148,463 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -8.1% | 91,415 | $809K |
| Bank of New York Mellon Corp | 0.00% | Add +39.6% | 74,968 | $663K |
| Matisse Capital | 0.34% | Add +2.4% | 73,452 | $650K |
| First Foundation Advisors | 0.02% | Reduce -18.7% | 59,311 | $525K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.3% | 47,858 | $424K |
| Readystate Asset Management LP | 0.03% | Add +21.4% | 43,153 | $382K |
| AQR Arbitrage LLC | 0.02% | New | 40,860 | $362K |
| Wolverine Asset Management LLC | 0.02% | Add +618.5% | 36,757 | $325K |
| PFG Investments, LLC | 0.02% | Reduce -14.0% | 36,644 | $324K |
| Core Wealth Partners LLC | 0.18% | No change | 34,695 | $307K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 33,783 | $299K |
| Wedbush Securities Inc. | 0.01% | Add +10.4% | 32,062 | $284K |
| Osaic Holdings, Inc. | 0.00% | Add +1.4% | 30,116 | $267K |
| UBS Group AG | 0.00% | Add +1.1% | 27,622 | $244K |
| Bank of America Corp. | 0.00% | Add +625.0% | 27,579 | $244K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 27,000 | $239K |
| Davidson Trust Co. | 0.11% | Reduce -30.2% | 26,140 | $231K |
| Norden Group LLC | 0.03% | No change | 24,946 | $221K |
| Townsquare Capital LLC | 0.00% | No change | 24,946 | $221K |
| Citadel Advisors | 0.00% | Reduce -11.8% | 24,681 | $218K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.1% | 22,067 | $195K |
| Cetera Investment Advisers | 0.00% | Reduce -11.4% | 20,897 | $185K |
| Saba Capital Management, L.P. | 0.00% | Add +0.6% | 16,727 | $148K |
| Bank of Montreal | 0.00% | No change | 15,659 | $139K |
| Wells Fargo & Company | 0.00% | Reduce -11.4% | 14,824 | $131K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +5.7% | 14,110 | $125K |
| Ackerman Capital Advisors, LLC | 0.03% | New | 13,750 | $122K |
| Susquehanna International Group, LLP | 0.00% | New | 11,954 | $106K |
| Royal Bank of Canada | 0.00% | No change | 11,872 | $105K |
| Northwest Financial Advisors | 0.08% | No change | 10,787 | $95K |
| MAI Capital Management | 0.00% | No change | 5,100 | $45K |
| Cwm, LLC | 0.00% | No change | 2,000 | $18K |
| Hollencrest Capital Management | 0.00% | No change | 1,630 | $14K |
| Capital Analysts, LLC | 0.00% | Reduce -55.9% | 1,505 | $13K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,114 | $10K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 910 | $8K |
| FNY Investment Advisers, LLC | 0.00% | No change | 200 | $1K |
| Comerica Bank | 0.00% | New | 54 | $478 |
"% of holder's portfolio" is XPCQX's weight in each manager's 13F, not the share of PIMCO California Muni Inc. FD the manager owns.