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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
Truist Financial
26
Truist Financial
North Carolina
$3.48M -$2.05M -160,981 -36%
RCM
27
Rivernorth Capital Management
Florida
$3.45M -$12.2M -955,954 -77%
NWMP
28
Noble Wealth Management PBC
Colorado
$3.15M +$480K +37,749 +17%
TJHA
29
Thomas J. Herzfeld Advisors
Florida
$3.01M +$2.47M +194,158 +348%
Raymond James Financial
30
Raymond James Financial
Florida
$2.79M -$4.5M -353,277 -60%
SPIA
31
Steward Partners Investment Advisory
New York
$2.69M +$436K +34,228 +18%
Jane Street
32
Jane Street
New York
$2.53M -$1.77M -138,891 -40%
SWP
33
Strategic Wealth Partners
Ohio
$2.39M +$1.41K +111 +0.1%
PS
34
Principal Securities
Iowa
$2.28M +$116K +9,101 +5%
UBS Group
35
UBS Group
Switzerland
$2.25M -$125K -9,844 -5%
BWG
36
Beta Wealth Group
California
$2.13M +$2.25M +176,721 New
Stifel Financial
37
Stifel Financial
Missouri
$2.11M +$79.3K +6,228 +4%
SAM
38
Smith Asset Management
Florida
$1.99M +$35.9K +2,821 +2%
EFG
39
Elm3 Financial Group
Georgia
$1.93M -$81.4K -6,395 -4%
AAA
40
AG Asset Advisory
California
$1.84M +$1.67M +131,442 +627%
XT
41
XTX Topco
Cayman Islands
$1.79M +$187K +14,664 +11%
PFA
42
Plotkin Financial Advisors
Maryland
$1.59M +$55.2K +4,335 +3%
Mariner
43
Mariner
Kansas
$1.57M +$423K +33,246 +34%
ZIG
44
Zullo Investment Group
Pennsylvania
$1.56M -$141K -11,061 -8%
CAM
45
Covenant Asset Management
New Jersey
$1.52M +$43.4K +3,413 +3%
AFP
46
Ausdal Financial Partners
Iowa
$1.4M +$335K +26,340 +30%
VR
47
Vision Retirement
New Jersey
$1.39M +$52.4K +4,115 +4%
CWM
48
C2C Wealth Management
Arizona
$1.31M +$182K +14,285 +15%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$1.29M +$342K +26,849 +34%
Financial Engines Advisors
50
Financial Engines Advisors
California
$1.28M +$110K +8,622 +9%