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PIMCO Corporate & Income Opportunity Fund

222 hedge funds and large institutions have $406M invested in PIMCO Corporate & Income Opportunity Fund in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 52

33% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 30

2% more funds holding

Funds holding: 217222 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.88% less ownership

Funds ownership: 17.69%15.82% (-1.9%)

7% less capital invested

Capital invested by funds: $438M → $406M (-$32.6M)

Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
40
Increased
83
Reduced
52
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$33.1M +$1.09M +85,349 +3%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$32.8M +$1.65M +129,508 +5%
Morgan Stanley
3
Morgan Stanley
New York
$31.1M +$805K +63,243 +3%
Wells Fargo
4
Wells Fargo
California
$25.9M +$19.3M +1,516,862 +242%
XF
5
XML Financial
Maryland
$19.2M -$71.4K -5,608 -0.4%
MTI
6
Merrithew & Thorsten Inc
California
$18.4M -$61.9K -4,865 -0.3%
Invesco
7
Invesco
Georgia
$16.6M +$665K +52,237 +4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$13.9M +$427K +33,527 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.1M +$709K +55,711 +7%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.86M +$9.75K +766 +0.1%
LSC
11
Logan Stone Capital
Illinois
$9.47M -$2.09M -164,211 -17%
PAG
12
Private Advisor Group
New Jersey
$7.92M -$1.65M -129,341 -16%
PI
13
PFG Investments
New York
$7.57M -$45.2K -3,549 -0.6%
GC
14
Guggenheim Capital
Illinois
$7.42M +$2.6M +204,329 +50%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.24M +$207K +16,237 +3%
EH
16
Equitable Holdings
New York
$7.08M +$1.27M +99,549 +22%
AWM
17
Accel Wealth Management
Iowa
$6.08M +$23.1K +1,814 +0.4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.03M +$19.4K +1,525 +0.3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.53M -$473K -37,137 -7%
KAS
20
Kestra Advisory Services
Texas
$4.94M +$73.7K +5,791 +1%
IAA
21
Independent Advisor Alliance
North Carolina
$4.48M +$4.55M +357,679 +2,532%
GSEP
22
Golden State Equity Partners
California
$4.44M +$2.45M +192,518 +109%
EWM
23
Evergreen Wealth Management
Michigan
$4.41M +$171K +13,411 +4%
DAS
24
Dynamic Advisor Solutions
Arizona
$4.22M +$905K +71,084 +26%
Bank of America
25
Bank of America
North Carolina
$3.76M -$504K -39,576 -11%