PIMCO MUN INCOME FD II (PML): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

PIMCO MUN INCOME FD II (PML)

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

Smart Money Signals — PML

Based on 163 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added PML 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 (100% of max)

100% of all-time peak

163 hedge funds hold PML 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.

🚀

Fast accumulation — +73% more funds vs a year ago

fund count last 6Q

+69 new funds entered over the past year (+73% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 53% buying

79 buying70 selling

Last quarter: 79 funds bought or added vs 70 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.

⚠️

Fewer new buyers each quarter (-27 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 14 → 17 → 60 → 33. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 18% medium ■ 37% new

74 out of 163 hedge funds have held PML 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 -95%

Value

-95%

+11%

Last quarter: funds added +11% more shares while total portfolio value only changed -95%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

🚀

Acceleration phase — new buyers rushing in

20 → 14 → 17 → 60 → 33 new funds/Q

New funds entering each quarter: 14 → 17 → 60 → 33. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 11% 1-2yr ■ 37% new

Of 163 current holders: 84 (52%) 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.

📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds

14 of 163 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.2

out of 10

Moderate Exit Risk

Exit risk score 5.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	163	147	10.88%
13F Shares	37M	33M	11.06%
Total Value	$280M	$5.69B	-95.09%
New Positions	33	60	-27
Increased Positions	46	56	-10
Closed Positions	17	12	+5
Reduced Positions	53	14	+39
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

163

147

10.88%

13F Shares

37M

33M

11.06%

Total Value

$280M

$5.69B

-95.09%

New Positions

-27

Increased Positions

-10

Closed Positions

Reduced Positions

+39

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

163 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of PML — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Gridiron Partners, LLC	2.95%	637,270	$4.8M
2	Williams & Novak, LLC	2.11%	371,143	$2.8M
3	Wagner Wealth Management, LLC	1.65%	1,082,412	$8.2M
4	Worthington Financial Partners, LLC	1.30%	199,149	$1.5M
5	MELFA WEALTH MANAGEMENT, INC.	0.67%	153,692	$1.2M
6	GILL CAPITAL PARTNERS, LLC	0.58%	264,164	$2.0M
7	Whipplewood Advisors, LLC	0.29%	73,133	$554K
8	Clear Point Advisors Inc.	0.28%	8,015	$362K
9	Noble Wealth Management PBC	0.21%	55,128	$417K
10	GenTrust, LLC	0.17%	507,761	$3.9M
11	Arlington Capital Management, Inc.	0.16%	37,383	$283K
12	Allen Mooney & Barnes Investment Advisors LLC	0.11%	104,224	$789K
13	DUNCKER STREETT & CO INC	0.11%	74,774	$566K
14	Seelaus Asset Management LLC	0.09%	15,854	$120K
15	River Street Advisors LLC	0.07%	29,243	$221K
16	ACT Advisors, LLC.	0.07%	21,408	$162K
17	Kercheville Advisors, LLC	0.06%	26,022	$197K
18	Bright Futures Wealth Management, LLC.	0.06%	11,670	$88K
19	Koshinski Asset Management, Inc.	0.05%	102,815	$778K
20	NATURAL INVESTMENTS, LLC	0.05%	24,275	—
21	WEALTH EFFECTS LLC	0.04%	15,000	$114K
22	CWC Advisors, LLC.	0.04%	10,761	$81K
23	Wealth Alliance Advisory Group, LLC	0.04%	31,400	$238K
24	NOVEM GROUP	0.03%	34,704	$263K
25	Canal Capital Management, LLC	0.02%	19,373	$147K

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 MUN INCOME FD II (PML)

What does the Smart Money Trend signal show for PML?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PML 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 PML?

Slight buying edge — 53% buying: Last quarter: 79 funds bought or added vs 70 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 PML holders?

Smaller funds dominant — 16% AUM from top-100: 14 of 163 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PML?

45% of holders stayed for 2+ years: 74 out of 163 hedge funds have held PML 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.

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.

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PIMCO MUN INCOME FD II (PML)

Smart Money Signals — PML

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +73% more funds vs a year ago

Slight buying edge — 53% buying

Fewer new buyers each quarter (-27 vs last Q)

45% of holders stayed for 2+ years

Buying through price weakness — shares +11%, value -95%

Acceleration phase — new buyers rushing in

Deep conviction — 52% of holders stayed 2+ years

Smaller funds dominant — 16% AUM from top-100

Hedge Fund Ownership: PML

Market Analysis: PML

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PML

Hedge Fund Positioning: PML

Statistics: PML

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — PIMCO MUN INCOME FD II (PML)

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