Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco Access Income Fund (PAXS)

64 + 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
↑ +1
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — PAXS

Based on 64 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PAXS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
64 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 (-1 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

29 buying32 selling
Last quarter: 32 funds reduced or exited vs 29 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 14 → 12 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 28% medium ■ 23% new
31 out of 64 hedge funds have held PAXS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +11%, value -16%

Value
-16%
Shares
+10%
Last quarter: funds added +11% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

11 → 7 → 14 → 12 → 13 new funds/Q
New funds entering each quarter: 7 → 14 → 12 → 13. A growing number of institutions are discovering PAXS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 45% veterans vs 27% newcomers

■ 45% veterans ■ 28% 1-2yr ■ 27% new
Entry-cohort mix of 64 holders: 29 (45%) are 2+ year veterans, 18 entered 1–2 years ago, and 17 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
11 of 64 holders are among the 100 largest funds by AUM, controlling 64% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — PAXS

In 2026 Q1, 29 hedge funds were net buyers of PAXS (13 opened a new position, 16 added to an existing one), while 32 reduced or exited (20 trimmed, 12 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 64% of total institutional value in PAXS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 64.

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.

Is It Too Late to Buy Pimco Access Income Fund (PAXS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PAXS has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 86d ago
PAXS
-2.0%
XLF
+8.8%

PAXS outperformed XLF by -10.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
PAXS
+1.5%
XLF
+5.1%

Since the filing became public, PAXS outperformed XLF by -3.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: PAXS
64 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 64 63 1.59%
13F Shares 12M 11M 10.93%
Total Value $145M $172M -16.04%
New Positions 13 12 +1
Increased Positions 16 24 -8
Closed Positions 12 14 -2
Reduced Positions 20 14 +6
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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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

64 + investors

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

QUARTER:
Top 25 PAXS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Thomas J. Herzfeld Advisors, Inc. 2.16% 439,995 $6.3M
2 Corrado Advisors, LLC 1.20% 160,268 $2.3M
3 Element Wealth, LLC 1.18% 198,031 $2.9M
4 Noble Wealth Management PBC 0.86% 119,068 $1.7M
5 Wealth Care LLC 0.32% 25,146 $362K
6 Northeast Planning Associates, INC. / Nh / 0.15% 15,410 $222K
7 Smith, Moore & CO. 0.13% 127,569 $1.8M
8 Crumly & Associates Inc. 0.12% 39,750 $573K
9 Fortitude Advisory Group L.L.C. 0.12% 17,818 $257K
10 Iams Wealth Management, LLC 0.09% 17,250 $249K
11 Rivernorth Capital Management, LLC 0.07% 94,489 $1.4M
12 Alexander Labrunerie & CO., INC. 0.06% 12,047 $174K
13 LifePlan Investment Advisors, Inc. 0.06% 10,000 $144K
14 Osbon Capital Management LLC 0.05% 4,659 $67K
15 Bramshill Investments, LLC 0.05% 43,689 $630K
16 Cerity Partners LLC 0.03% 1,532,951 $22.1M
17 Courier Capital LLC 0.03% 37,201 $536K
18 NWF Advisory Services Inc. 0.02% 12,330 $178K
19 Activest Wealth Management 0.02% 7,500 $108K
20 Journey Strategic Wealth LLC 0.02% 51,700 $745K
21 Anfield Capital Management, LLC 0.01% 3,664 $53K
22 Independent Financial Group, LLC 0.01% 28,550 $411K
23 Chicago Partners Investment Group LLC 0.01% 27,736 $406K
24 Choreo, LLC 0.01% 36,346 $526K
25 Wells Fargo & Company/Mn 0.00% 1,832,360 $26.4M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PAXS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PAXS?

More sellers than buyers — 48% buying: Last quarter: 32 funds reduced or exited vs 29 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PAXS holders?

Elite ownership — 64% AUM from top-100 funds: 11 of 64 holders are among the 100 largest funds by AUM, controlling 64% 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?

48% of holders stayed for 2+ years: 31 out of 64 hedge funds have held PAXS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Pimco Access Income Fund (PAXS) following the 2026 Q1 hedge fund 13F filings?

As of today, PAXS has moved +1.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -3.6%. Since the quarter end (March 31, 2026), PAXS has gained -2.0% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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