PIMCO California Muni Inc. FDXPCQX
13F holders, Q4 2025 (December 31)93holders +5
11new positions
11sold out
$8.73avg. 13F price*
At the end of Q4 2025, 93 institutions reported holding PIMCO California Muni Inc. FD (XPCQX) in their 13F filings, up 5 from Q3 2025. 11 opened new positions and 11 sold out. The largest holders were Rivernorth Capital Management, LLC ($21.4M), Karpus Management, Inc. ($13.6M) and Guggenheim Capital LLC ($10.6M).
- Company
- PIMCO California Muni Inc. FD
- CUSIP
- 72200N106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $7.9M |
| Exits | 11 | $9.1M |
All 13F filers, Q3 2025 → Q4 2025: 3,128,102 shares bought and 1,894,553 shares sold, net +1,233,549 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Rivernorth Capital Management, LLC | 1.02% | Add +2.9% | 2,447,062 | $21.4M |
| Karpus Management, Inc. | 0.42% | Add +13.4% | 1,554,343 | $13.6M |
| Guggenheim Capital LLC | 0.08% | Add +21.3% | 1,212,418 | $10.6M |
| Saba Capital Management, L.P. | 0.34% | Add +5.3% | 1,136,571 | $9.9M |
| Advisors Asset Management, Inc. | 0.14% | Reduce -20.3% | 924,224 | $8.1M |
| Matisse Capital | 3.60% | No change | 920,318 | $8.0M |
| Logan Stone Capital, LLC | 1.75% | Add +62.6% | 811,685 | $7.1M |
| Hennion & Walsh Asset Management, Inc. | 0.24% | Reduce -25.4% | 790,738 | $6.9M |
| Almitas Capital LLC | 1.24% | Add +318.7% | 640,607 | $5.6M |
| Morgan Stanley | 0.00% | Reduce -10.7% | 476,390 | $4.2M |
| Verition Fund Management LLC | 0.02% | Add +195.1% | 460,872 | $4.0M |
| Williams & Novak, LLC | 2.75% | Reduce -8.5% | 418,355 | $3.7M |
| Sit Investment Associates Inc. | 0.07% | Add +28.7% | 391,540 | $3.4M |
| Robinson Capital Management, LLC | 1.42% | New | 383,833 | $3.4M |
| Fiera Capital Corp | 0.01% | Reduce -11.5% | 337,290 | $2.9M |
| LPL Financial LLC | 0.00% | Add +16.2% | 283,236 | $2.5M |
| Altium Capital Management LLC | 8.94% | New | 259,092 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 246,041 | $2.1M |
| Thomas J. Herzfeld Advisors, Inc. | 0.65% | Add +1.1% | 221,201 | $1.9M |
| First Foundation Advisors | 0.07% | Add +537.8% | 209,176 | $1.8M |
| City of London Investment Management Co. Ltd. | 0.13% | No change | 201,590 | $1.8M |
| Melfa Wealth Management, Inc. | 1.01% | Add +12.7% | 200,176 | $1.7M |
| Professional Financial Management, Inc. | 1.97% | — | 199,452 | $1.7M |
| Whitebox Advisors LLC | 0.11% | Add +34.4% | 195,476 | $1.7M |
| Core Wealth Partners LLC | 0.64% | Add +0.0% | 163,709 | $1.4M |
| Riverbridge Partners LLC | 0.02% | Add +44.9% | 146,117 | $1.3M |
| Wells Fargo & Company | 0.00% | Reduce -0.8% | 140,914 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.2% | 136,497 | $1.2M |
| Bank of America Corp. | 0.00% | Add +7.8% | 107,623 | $940K |
| Jane Street Group, LLC | 0.00% | New | 96,764 | $845K |
| Closed-End Fund Advisors, Inc. | 0.50% | — | 96,355 | $841K |
| Wolverine Asset Management LLC | 0.05% | Add +111.4% | 88,740 | $775K |
| UBS Group AG | 0.00% | Reduce -59.2% | 74,788 | $653K |
| Capstone Investment Advisors, LLC | 0.01% | No change | 71,579 | $625K |
| Baird Financial Group, Inc. | 0.00% | Reduce -20.3% | 67,250 | $587K |
| Wedbush Securities Inc. | 0.02% | Add +1.6% | 61,370 | $536K |
| Ackerman Capital Advisors, LLC | 0.11% | Add +36.6% | 60,251 | $526K |
| Raymond James Financial Inc. | 0.00% | Reduce -4.7% | 56,546 | $494K |
| Rareview Capital LLC | 0.31% | No change | 55,616 | $478K |
| Evoke Wealth, LLC | 0.01% | Add +6.5% | 46,084 | $404K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -22.2% | 45,439 | $397K |
| Royal Bank of Canada | 0.00% | Add +4.1% | 38,821 | $339K |
| PFG Investments, LLC | 0.02% | Add +28.1% | 38,106 | $333K |
| Landscape Capital Management, L.L.C. | 0.02% | Add +72.4% | 37,587 | $328K |
| Susquehanna International Group, LLP | 0.00% | New | 36,924 | $322K |
| Readystate Asset Management LP | 0.02% | New | 36,457 | $318K |
| Intellectus Partners, LLC | 0.06% | No change | 36,072 | $316K |
| Dakota Wealth Management | 0.01% | Add +18.6% | 35,685 | $312K |
| HUB Investment Partners, LLC | 0.01% | New | 35,395 | $309K |
| Ducere Wealth Management LLC | 0.12% | — | 35,288 | $308K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.8% | 34,168 | $298K |
| Cetera Investment Advisers | 0.00% | Reduce -55.1% | 33,268 | $290K |
| HRT Financial LP | 0.00% | Add +85.3% | 32,913 | $287K |
| Catalina Capital Group, LLC | 0.17% | Add +9.6% | 32,684 | $285K |
| Summit Financial, LLC | 0.00% | No change | 31,269 | $274K |
| Debussy Capital Management LP | 0.04% | Add +0.1% | 30,866 | $269K |
| XTX Topco Ltd | 0.01% | Add +103.0% | 30,102 | $263K |
| Financially in Tune, LLC | 0.24% | — | 29,980 | $262K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 29,244 | $258K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Add +6.8% | 28,713 | $251K |
| Ieq Capital, LLC | 0.00% | Add +1.2% | 28,578 | $249K |
| Evolve Private Wealth, LLC | 0.01% | — | 27,148 | $238K |
| Davidson Trust Co. | 0.10% | No change | 26,140 | $228K |
| Bank of Montreal | 0.00% | Reduce -22.2% | 25,589 | $223K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -20.1% | 25,566 | $223K |
| Norden Group LLC | 0.02% | No change | 24,946 | $218K |
| Sowell Financial Services LLC | 0.01% | Reduce -29.6% | 20,900 | $182K |
| Nomura Holdings Inc. | 0.00% | New | 20,623 | $180K |
| Whipplewood Advisors, LLC | 0.11% | No change | 20,432 | $178K |
| MAI Capital Management | 0.00% | Add +66.1% | 20,100 | $175K |
| Noble Wealth Management PBC | 0.08% | Reduce -2.8% | 18,976 | $166K |
| Choate Investment Advisors | 0.00% | No change | 18,404 | $161K |
| Morse Asset Management, Inc | 0.03% | Add +79.5% | 17,235 | $150K |
| Journey Strategic Wealth LLC | 0.00% | New | 17,000 | $148K |
| D.A. Davidson & Co. | 0.00% | Add +0.7% | 14,467 | $126K |
| Stifel Financial Corp. | 0.00% | No change | 13,379 | $117K |
| J.W. Cole Advisors, Inc. | 0.00% | No change | 12,524 | $109K |
| Pasadena Private Wealth, LLC | 0.01% | New | 12,500 | $109K |
| Pure Financial Advisors, LLC | 0.00% | No change | 12,379 | $108K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 10,557 | $92K |
| Farther Finance Advisors, LLC | 0.00% | Add +107.6% | 6,464 | $56K |
| Elyxium Wealth, LLC | 0.01% | New | 4,947 | $43K |
| Smartleaf Asset Management LLC | 0.00% | New | 3,120 | $27K |
| Golden State Wealth Management, LLC | 0.00% | No change | 3,061 | $27K |
| Spire Wealth Management | 0.00% | No change | 2,415 | $21K |
| Cwm, LLC | 0.00% | No change | 2,000 | $17K |
| Hollencrest Capital Management | 0.00% | No change | 1,630 | $14K |
| NBT Bank, N.A. | 0.00% | No change | 722 | $6K |
| JPMorgan Chase & Co. | 0.00% | No change | 701 | $6K |
| Mascoma Wealth Management LLC | 0.00% | No change | 252 | $2K |
| FNY Investment Advisers, LLC | 0.00% | No change | 200 | $1K |
| Comerica Bank | 0.00% | No change | 62 | $541 |
| Whittier Trust Co. | 0.00% | Reduce -99.8% | 1 | $5 |
"% 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.