PIMCO California Muni Inc. FDXPCQX
13F holders, Q2 2025 (June 30)50holders +2
9new positions
7sold out
1famous investor
$8.59avg. 13F price*
At the end of Q2 2025, 50 institutions reported holding PIMCO California Muni Inc. FD (XPCQX) in their 13F filings, up 2 from Q1 2025. 9 opened new positions and 7 sold out. The largest holders were Rivernorth Capital Management, LLC ($7.0M), Advisors Asset Management, Inc. ($3.7M) and Guggenheim Capital LLC ($3.6M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.0M |
| Exits | 7 | $1.3M |
All 13F filers, Q1 2025 → Q2 2025: 783,791 shares bought and 432,807 shares sold, net +350,984 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Rivernorth Capital Management, LLC | 0.39% | Add +7.3% | 814,703 | $7.0M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -23.1% | 426,620 | $3.7M |
| Guggenheim Capital LLC | 0.03% | Add +35.1% | 423,970 | $3.6M |
| Hennion & Walsh Asset Management, Inc. | 0.13% | Add +13.9% | 373,317 | $3.2M |
| Morgan Stanley | 0.00% | Reduce -1.5% | 345,032 | $3.0M |
| Williams & Novak, LLC | 2.11% | Add +39.3% | 288,755 | $2.5M |
| Almitas Capital LLC | 0.47% | Add +5.3% | 215,362 | $1.8M |
| Fiera Capital Corp | 0.01% | Reduce -0.6% | 198,490 | $1.7M |
| Robinson Capital Management, LLC | 0.68% | New | 188,997 | $1.6M |
| Matisse Capital | 0.61% | Add +106.0% | 151,306 | $1.3M |
| Melfa Wealth Management, Inc. | 0.81% | No change | 148,463 | $1.3M |
| Logan Stone Capital, LLC | 0.58% | Reduce -26.0% | 142,319 | $1.2M |
| LPL Financial LLC | 0.00% | Add +14.1% | 104,259 | $896K |
| Bank of New York Mellon Corp | 0.00% | Add +21.2% | 90,844 | $780K |
| First Foundation Advisors | 0.02% | Reduce -17.0% | 49,226 | $423K |
| Toronto Dominion Bank | 0.00% | New | 46,415 | $399K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.7% | 44,662 | $384K |
| Osaic Holdings, Inc. | 0.00% | Add +29.9% | 39,116 | $336K |
| Level Wealth Management LLC | 0.19% | New | 38,713 | $333K |
| Wedbush Securities Inc. | 0.01% | Add +11.6% | 35,784 | $307K |
| Core Wealth Partners LLC | 0.15% | No change | 34,695 | $298K |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.1% | 30,000 | $258K |
| PFG Investments, LLC | 0.02% | Reduce -18.1% | 29,999 | $258K |
| Davidson Trust Co. | 0.10% | No change | 26,140 | $225K |
| AQR Arbitrage LLC | 0.01% | Reduce -37.8% | 25,397 | $217K |
| Norden Group LLC | 0.02% | No change | 24,946 | $214K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.1% | 22,097 | $190K |
| Cetera Investment Advisers | 0.00% | Reduce -9.1% | 18,997 | $163K |
| Morse Asset Management, Inc | 0.03% | New | 17,047 | $146K |
| Wells Fargo & Company | 0.00% | Add +13.5% | 16,825 | $145K |
| Bank of Montreal | 0.00% | Add +4.0% | 16,288 | $140K |
| Citadel Advisors | 0.00% | Reduce -34.4% | 16,197 | $139K |
| UBS Group AG | 0.00% | Reduce -44.3% | 15,386 | $132K |
| Jane Street Group, LLC | 0.00% | New | 13,090 | $112K |
| Catalina Capital Group, LLC | 0.07% | New | 12,642 | $109K |
| Ackerman Capital Advisors, LLC | 0.02% | Reduce -11.1% | 12,219 | $105K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 12,000 | $104K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -64.1% | 12,118 | $104K |
| Creative Planning | 0.00% | New | 12,060 | $104K |
| Royal Bank of Canada | 0.00% | Add +0.1% | 11,880 | $102K |
| Northwest Financial Advisors | 0.13% | No change | 10,787 | $93K |
| Baird Financial Group, Inc. | 0.00% | New | 10,100 | $87K |
| Bank of America Corp. | 0.00% | Reduce -64.3% | 9,854 | $85K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +477.0% | 5,251 | $45K |
| MAI Capital Management | 0.00% | No change | 5,100 | $44K |
| Cwm, LLC | 0.00% | No change | 2,000 | $17K |
| Hollencrest Capital Management | 0.00% | No change | 1,630 | $14K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,114 | $10K |
| FNY Investment Advisers, LLC | 0.00% | No change | 200 | $1K |
| Comerica Bank | 0.00% | No change | 54 | $464 |
"% 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.