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PIMCO Corporate & Income Opportunity Fund

222 hedge funds and large institutions have $421M invested in PIMCO Corporate & Income Opportunity Fund in 2026 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 64

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

4% more capital invested

Capital invested by funds: $406M → $421M (+$15.6M)

0.67% more ownership

Funds ownership: 15.82%16.49% (+0.67%)

0% more funds holding

Funds holding: 222222 (0)

Holders
222
Holders Change
Holders Change %
0%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
30
Increased
88
Reduced
64
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
226
Readystate Asset Management
Illinois
-$849K -70,430 Closed
VF
227
Virtu Financial
New York
-$467K -38,745 Closed
RWM
228
RMG Wealth Management
Wisconsin
-$437K -36,308 Closed
WIA
229
World Investment Advisors
California
-$383K -31,792 Closed
Lido Advisors
230
Lido Advisors
California
-$373K -30,952 Closed
BAM
231
Belpointe Asset Management
Nevada
-$302K -25,000 Closed
Northern Trust
232
Northern Trust
Illinois
-$294K -24,357 Closed
WCL
233
Wealth Care LLC
Florida
-$278K -23,062 Closed
IFWM
234
Institute for Wealth Management
Colorado
-$202K -16,736 Closed
LFAS
235
Level Four Advisory Services
Texas
-$134K -11,134 Closed
IAS
236
Integrity Advisory Solutions
Texas
-$128K -10,615 Closed
T
237
Tableaux
Massachusetts
-$124K -10,319 Closed
OCM
238
Osbon Capital Management
Massachusetts
-$108K -8,987 Closed
HIC
239
Hamrick Investment Counsel
Washington
-$36.5K -3,000 Closed
MCM
240
MAI Capital Management
Ohio
-$36.2K -3,000 Closed
Jones Financial Companies
241
Jones Financial Companies
Missouri
-$23.4K -2,000 Closed
MSFP
242
Mark Sheptoff Financial Planning
Connecticut
-$15K -1,228 Closed
FFO
243
Fortitude Family Office
Arizona
-$8.44K -700 Closed
BHWM
244
Beaird Harris Wealth Management
Texas
-$5.73K -475 Closed
LAS
245
Lloyd Advisory Services
Georgia
-$5.42K -449 Closed
ASN
246
Advisory Services Network
Georgia
-$3.65K -303 Closed
GWM
247
Geneos Wealth Management
Colorado
-$3.02K -250 Closed
SIS
248
Sound Income Strategies
Florida
-$2.75K -226 Closed
S
249
SignatureFD
Georgia
-$2.41K -200 Closed

PTY Hedge Fund Activity: Q2 2026 in Review

222 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q2 2026, worth a combined $421M — up 3.9% from $406M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PTY positions and 27 closed out — a net gain of 3 holders — while 88 added to existing stakes and 64 trimmed.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $7.5M. The largest seller was Golden State Equity Partners, exiting entirely with an estimated $4.44M sold.

  • 222 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $421M of PIMCO Corporate & Income Opportunity Fund stock for Q2 2026, up 3.9% quarter-over-quarter.
  • 30 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q2 2026 and 27 closed out, a net change of +3 holders.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q2 2026 was Axxcess Wealth Management, an estimated $7.5M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q2 2026 was Golden State Equity Partners, an estimated $4.44M sold.

Based on aggregated 13F filings for Q2 2026.