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PIMCO Corporate & Income Opportunity Fund
PTY

217 hedge funds and large institutions have $438M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 70 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

17% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 60

9% more capital invested

Capital invested by funds: $403M → $438M (+$35.4M)

7% more funds holding

Funds holding: 202 → 217 (+15)

2.35% more ownership

Funds ownership: 15.34% → 17.69% (+2.4%)

Holders
217
Holders Change
+15
Holders Change %
+7.43%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
45
Increased
70
Reduced
60
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$16.8M
2
LSC
Logan Stone Capital
Illinois
+$12.8M
3
Wells Fargo
Wells Fargo
California
+$5.73M
4
MG
Marex Group
+$3.67M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.22M

Top Sellers

1
AWM
Axxcess Wealth Management
California
-$6.85M
2
SPIA
Steward Partners Investment Advisory
New York
-$4.96M
3
Bank of America
Bank of America
North Carolina
-$4.23M
4
Raymond James Financial
Raymond James Financial
Florida
-$2.75M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
226
RMG Wealth Management
Wisconsin
– -$534K -40,076 Closed
OCM
227
Objective Capital Management
Ohio
– -$434K -30,051 Closed
Neuberger Berman Group
228
Neuberger Berman Group
New York
– -$350K -24,210 Closed
AC
229
Avestar Capital
New York
– -$335K -23,000 Closed
VF
230
Virtu Financial
New York
– -$292K -20,196 Closed
AAS
231
Ameritas Advisory Services
Nebraska
– -$222K -15,406 Closed
BWA
232
Beam Wealth Advisors
Louisiana
– -$205K -14,178 Closed
KPWS
233
Kestra Private Wealth Services
Texas
– -$177K -12,256 Closed
SWP
234
Semus Wealth Partners
Florida
– -$165K -11,436 Closed
AWM
235
Apollon Wealth Management
South Carolina
– -$160K -11,095 Closed
MWM
236
Modern Wealth Management
Kansas
– -$158K -10,920 Closed
TA
237
TFB Advisors
Kansas
– -$146K -10,197 Closed
IWM
238
IHT Wealth Management
Illinois
– -$146K -10,109 Closed
AP
239
Aspect Partners
Virginia
– -$25.2K -1,744 Closed
JSAM
240
J. Safra Asset Management
New York
– -$16.7K -1,156 Closed
ASN
241
Advisory Services Network
Georgia
– -$4.38K -303 Closed
CJ
242
Caitlin John
Michigan
– -$4.33K -300 Closed
Russell Investments Group
243
Russell Investments Group
United Kingdom
– -$4.33K -300 Closed
DFA
244
DHJJ Financial Advisors
Illinois
– -$29 -2 Closed
6 7 8 9
10

PTY Hedge Fund Activity: Q4 2025 in Review

217 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q4 2025, worth a combined $438M — up 8.8% from $403M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PTY positions and 26 closed out — a net gain of 19 holders — while 70 added to existing stakes and 60 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $16.8M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $6.85M sold.

  • 217 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q4 2025, up from 202 in Q3 2025.
  • Funds reported $438M of PIMCO Corporate & Income Opportunity Fund stock for Q4 2025, up 8.8% quarter-over-quarter.
  • 45 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q4 2025 and 26 closed out, a net change of +19 holders.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q4 2025 was Rivernorth Capital Management, an estimated $16.8M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q4 2025 was Axxcess Wealth Management, an estimated $6.85M sold.

Based on aggregated 13F filings for Q4 2025.