PIMCO California Muni Inc. FDXPCQX
13F holders, Q3 2025 (September 30)88holders +38
19new positions
6sold out
$8.72avg. 13F price*
At the end of Q3 2025, 88 institutions reported holding PIMCO California Muni Inc. FD (XPCQX) in their 13F filings, up 38 from Q2 2025. 19 opened new positions and 6 sold out. The largest holders were Rivernorth Capital Management, LLC ($20.7M), Karpus Management, Inc. ($12.0M) and Advisors Asset Management, Inc. ($10.1M).
- Company
- PIMCO California Muni Inc. FD
- CUSIP
- 72200N106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $2.5M |
| Exits | 6 | $2.5M |
All 13F filers, Q2 2025 → Q3 2025: 5,179,150 shares bought and 717,279 shares sold, net +4,461,871 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Rivernorth Capital Management, LLC | 1.19% | Add +42.3% | 2,378,296 | $20.7M |
| Karpus Management, Inc. | 0.38% | Add +887.0% | 1,371,202 | $12.0M |
| Advisors Asset Management, Inc. | 0.17% | Add +35.3% | 1,160,051 | $10.1M |
| Saba Capital Management, L.P. | 0.31% | Reduce -8.0% | 1,079,027 | $9.4M |
| Hennion & Walsh Asset Management, Inc. | 0.33% | Add +39.2% | 1,060,098 | $9.2M |
| Guggenheim Capital LLC | 0.06% | Add +26.0% | 999,269 | $8.7M |
| Matisse Capital | 3.61% | Add +135.8% | 920,318 | $8.0M |
| Toronto Dominion Bank | 0.01% | Add +93.0% | 807,237 | $7.0M |
| Morgan Stanley | 0.00% | Add +15.9% | 533,439 | $4.7M |
| Logan Stone Capital, LLC | 1.98% | Add +25.6% | 499,208 | $4.4M |
| Williams & Novak, LLC | 3.07% | Reduce -2.5% | 457,118 | $4.0M |
| Fiera Capital Corp | 0.01% | Reduce -7.1% | 380,939 | $3.3M |
| Sit Investment Associates Inc. | 0.05% | Add +36.5% | 304,237 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Add +33.2% | 246,114 | $2.1M |
| LPL Financial LLC | 0.00% | Add +98.4% | 243,811 | $2.1M |
| Thomas J. Herzfeld Advisors, Inc. | 0.65% | Add +1.6% | 218,743 | $1.9M |
| City of London Investment Management Co. Ltd. | 0.13% | Reduce -4.2% | 201,590 | $1.8M |
| UBS Group AG | 0.00% | Add +240.9% | 183,355 | $1.6M |
| Melfa Wealth Management, Inc. | 0.91% | Add +19.7% | 177,676 | $1.5M |
| Core Wealth Partners LLC | 0.66% | Add +71.9% | 163,683 | $1.4M |
| Verition Fund Management LLC | 0.01% | Reduce -0.8% | 156,194 | $1.4M |
| Almitas Capital LLC | 0.31% | Reduce -57.4% | 152,998 | $1.3M |
| Whitebox Advisors LLC | 0.08% | Add +45.9% | 145,476 | $1.3M |
| Wells Fargo & Company | 0.00% | Reduce -8.6% | 142,117 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +17.5% | 126,131 | $1.1M |
| Riverbridge Partners LLC | 0.01% | Add +16.5% | 100,848 | $879K |
| Integrated Wealth Concepts LLC | 0.01% | Add +149.7% | 100,010 | $872K |
| Bank of America Corp. | 0.00% | Add +335.9% | 99,848 | $871K |
| Baird Financial Group, Inc. | 0.00% | Add +39.0% | 84,321 | $735K |
| Balyasny Asset Management L.P. | 0.00% | Add +273.9% | 75,364 | $657K |
| Cetera Investment Advisers | 0.00% | Add +51.8% | 74,066 | $646K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -4.2% | 71,579 | $624K |
| Wedbush Securities Inc. | 0.02% | Add +40.0% | 60,389 | $527K |
| Raymond James Financial Inc. | 0.00% | Add +125.4% | 59,349 | $518K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.7% | 58,385 | $509K |
| Rareview Capital LLC | 0.29% | New | 55,616 | $478K |
| Ackerman Capital Advisors, LLC | 0.08% | Add +261.1% | 44,117 | $385K |
| Evoke Wealth, LLC | 0.01% | Reduce -16.5% | 43,255 | $379K |
| Wolverine Asset Management LLC | 0.03% | Add +1512.5% | 41,969 | $366K |
| Osaic Holdings, Inc. | 0.00% | Add +0.2% | 39,181 | $331K |
| Royal Bank of Canada | 0.00% | Add +93.3% | 37,276 | $325K |
| Intellectus Partners, LLC | 0.06% | New | 36,072 | $316K |
| Bank of Montreal | 0.00% | Reduce -2.2% | 32,899 | $287K |
| First Foundation Advisors | 0.01% | Reduce -33.4% | 32,796 | $286K |
| Commonwealth Equity Services, LLC | 0.00% | Add +23.8% | 32,017 | $279K |
| Summit Financial, LLC | 0.00% | New | 31,269 | $273K |
| Debussy Capital Management LP | 0.04% | Reduce -4.2% | 30,849 | $269K |
| Dakota Wealth Management | 0.01% | Add +351.3% | 30,085 | $262K |
| Catalina Capital Group, LLC | 0.16% | Add +135.9% | 29,825 | $260K |
| PFG Investments, LLC | 0.01% | Reduce -0.9% | 29,740 | $259K |
| Sowell Financial Services LLC | 0.01% | Add +311.4% | 29,686 | $259K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.9% | 29,244 | $256K |
| Ieq Capital, LLC | 0.00% | New | 28,233 | $246K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Reduce -2.2% | 26,882 | $234K |
| Davidson Trust Co. | 0.09% | No change | 26,140 | $228K |
| Norden Group LLC | 0.02% | No change | 24,946 | $218K |
| Landscape Capital Management, L.L.C. | 0.01% | Add +79.9% | 21,804 | $190K |
| Whipplewood Advisors, LLC | 0.12% | New | 20,432 | $178K |
| Noble Wealth Management PBC | 0.09% | — | 19,524 | $170K |
| Choate Investment Advisors | 0.00% | New | 18,404 | $160K |
| HRT Financial LP | 0.00% | New | 17,762 | $154K |
| XTX Topco Ltd | 0.01% | New | 14,830 | $129K |
| D.A. Davidson & Co. | 0.00% | New | 14,364 | $125K |
| Stifel Financial Corp. | 0.00% | New | 13,379 | $117K |
| Abound Financial, LLC | 0.05% | Reduce -3.0% | 13,036 | $114K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 12,524 | $109K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -4.2% | 12,379 | $108K |
| MAI Capital Management | 0.00% | Add +137.3% | 12,100 | $106K |
| Permanent Capital Management, LP | 0.02% | — | 10,998 | $96K |
| Northwest Financial Advisors | 0.12% | No change | 10,787 | $94K |
| HighTower Advisors, LLC | 0.00% | New | 10,548 | $92K |
| Summit Trail Advisors, LLC | 0.00% | New | 10,305 | $90K |
| Morse Asset Management, Inc | 0.02% | Reduce -71.0% | 9,600 | $84K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -4.2% | 6,264 | $55K |
| Farther Finance Advisors, LLC | 0.00% | Add +179.5% | 3,114 | $27K |
| Golden State Wealth Management, LLC | 0.00% | New | 3,061 | $27K |
| Spire Wealth Management | 0.00% | New | 2,415 | $21K |
| Cwm, LLC | 0.00% | No change | 2,000 | $17K |
| Hollencrest Capital Management | 0.00% | No change | 1,630 | $14K |
| Advisory Services Network, LLC | 0.00% | New | 1,623 | $14K |
| Rothschild Investment LLC | 0.00% | Reduce -4.3% | 1,404 | $12K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -4.3% | 777 | $7K |
| NBT Bank, N.A. | 0.00% | Reduce -4.2% | 722 | $6K |
| JPMorgan Chase & Co. | 0.00% | New | 701 | $6K |
| Whittier Trust Co. | 0.00% | New | 532 | $5K |
| Mascoma Wealth Management LLC | 0.00% | New | 252 | $2K |
| FNY Investment Advisers, LLC | 0.00% | Reduce -66.7% | 200 | $1K |
| Comerica Bank | 0.00% | Reduce -2.1% | 62 | $541 |
"% 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.