Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO ACCESS INCOME FUND (PAXS)

63 + Investors. Track Smart Money conviction in PAXS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — PAXS

Based on 63 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PAXS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
63 hedge funds hold PAXS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PAXS is almost the same as a year ago (-2 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

36 buying28 selling
Last quarter: 36 funds bought or added vs 28 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 7 → 14 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 32% new

■ 38% conviction (2yr+) ■ 30% medium ■ 32% new
Of the 63 current holders: 24 (38%) held >2 years, 19 held 1–2 years, and 20 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

17 → 11 → 7 → 14 → 12 new funds/Q
New funds entering each quarter: 11 → 7 → 14 → 12. A growing number of institutions are discovering PAXS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 40% of holders stayed 2+ years

■ 40% veterans ■ 19% 1-2yr ■ 41% new
Of 63 current holders: 25 (40%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
7 of 63 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in PAXS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PAXS

How many hedge funds hold PAXS — quarterly history vs. share price
Quarterly hedge fund ownership of PAXS vs. share price

Market Analysis: PAXS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PAXS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: PAXS
2026 Q1 Stats Unlock in 11 days 63 + Investors

Track Smart Money conviction in PAXS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 63 65 -3.08%
13F Shares 11M 11M 4.57%
Total Value $172M $175M -1.56%
New Positions 12 14 -2
Increased Positions 24 22 +2
Closed Positions 14 7 +7
Reduced Positions 14 11 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PAXS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

63 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PAXS. Verified SEC 13F-HR filings.

Top 25 institutional holders of PAXS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CORRADO ADVISORS, LLC 1.20% 160,268 $2.3M
2 Element Wealth, LLC 1.18% 198,031 $2.9M
3 Noble Wealth Management PBC 0.86% 119,068 $1.7M
4 Wealth Care LLC 0.32% 25,146 $362K
5 NORTHEAST PLANNING ASSOCIATES, INC. / NH / 0.15% 15,410 $222K
6 SMITH, MOORE & CO. 0.13% 127,569 $1.8M
7 Crumly & Associates Inc. 0.12% 39,750 $573K
8 Mathes Company, Inc. 0.12% 22,000 —
9 Fortitude Advisory Group L.L.C. 0.12% 17,818 $257K
10 IAMS WEALTH MANAGEMENT, LLC 0.09% 17,250 $249K
11 COURIER CAPITAL LLC 0.03% 37,201 $536K
12 NWF Advisory Services Inc. 0.02% 12,330 $178K
13 Activest Wealth Management 0.02% 7,500 $108K
14 JOURNEY STRATEGIC WEALTH LLC 0.02% 51,700 $745K
15 WEDBUSH SECURITIES INC 0.02% 42,140 —
16 INDEPENDENT FINANCIAL GROUP, LLC 0.01% 28,550 $411K
17 Chicago Partners Investment Group LLC 0.01% 27,736 $406K
18 FNY Investment Advisers, LLC 0.01% 1,100 —
19 UBS Group AG 0.00% 969,614 $14.0M
20 GHP Investment Advisors, Inc. 0.00% 2,825 $41K
21 Janney Montgomery Scott LLC 0.00% 42,065 —
22 ENVESTNET ASSET MANAGEMENT INC 0.00% 287,277 $4.1M
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 41,208 $594K
24 LPL Financial LLC 0.00% 193,893 $2.8M
25 Cambridge Investment Research Advisors, Inc. 0.00% 19,252 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PIMCO ACCESS INCOME FUND (PAXS)

What does the Smart Money Trend signal show for PAXS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PAXS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PAXS?

Slight buying edge — 56% buying: Last quarter: 36 funds bought or added vs 28 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PAXS holders?

Elite ownership — 55% AUM from top-100 funds: 7 of 63 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in PAXS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PAXS?

Mixed — 38% long-term, 32% new: Of the 63 current holders: 24 (38%) held >2 years, 19 held 1–2 years, and 20 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.