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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

198 hedge funds and large institutions have $360M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
198
Holders Change
+10
Holders Change %
+5.32%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
29
Increased
80
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$16.4M
2
SPIA
2
Steward Partners Investment Advisory
New York
$4.64M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$27.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.62M
5
SWP
5
Strategic Wealth Partners
Ohio
$2.75M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$13M
2
Wells Fargo
2
Wells Fargo
California
$2.68M
3
Raymond James Financial
3
Raymond James Financial
Florida
$10.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.85M
5
CA
5
Cresta Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GSEP
26
Golden State Equity Partners
California
$2.44M 175,769 -563 -0.3%
PS
27
Principal Securities
Iowa
$2.44M 175,601 +18,960 +12%
SA
28
Sovran Advisors
California
$2.34M 168,677 +434 +0.3%
Stifel Financial
29
Stifel Financial
Missouri
$2.21M 158,705 -5,615 -3%
ZIG
30
Zullo Investment Group
Pennsylvania
$2.17M 155,678 +21,004 +16%
CPRC
31
Consolidated Portfolio Review Corp
New York
$1.79M 128,837 +128,837 New
WANY
32
Wealthspire Advisors (New York)
New York
$1.77M 127,095 +31,872 +33%
PFA
33
Plotkin Financial Advisors
Maryland
$1.76M 126,685 +4,070 +3%
M&T Bank
34
M&T Bank
New York
$1.74M 125,022 – –
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.68M 120,499 -30,875 -20%
TCM
36
Triumph Capital Management
Colorado
$1.6M 115,161 +59,630 +107%
EFG
37
Elm3 Financial Group
Georgia
$1.56M 111,940 +12,306 +12%
CAM
38
Covenant Asset Management
New Jersey
$1.55M 111,597 +1,285 +1%
OCM
39
Orleans Capital Management
Louisiana
$1.46M 104,655 +2,200 +2%
IA
40
Integrity Alliance
Iowa
$1.43M 102,953 +3,493 +4%
OC
41
Oppenheimer & Co
New York
$1.42M 102,029 +19,048 +23%
PA
42
Parallel Advisors
California
$1.41M 101,430 +385 +0.4%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$1.3M 93,692 +93,692 New
NB
44
NBT Bank
New York
$1.23M 88,400 – –
SIC
45
Samalin Investment Counsel
New York
$1.21M 86,888 +3,187 +4%
Financial Engines Advisors
46
Financial Engines Advisors
California
$1.19M 85,493 +4,096 +5%
CWM
47
C2C Wealth Management
Arizona
$1.14M 82,100 +9,900 +14%
NA
48
NewEdge Advisors
Louisiana
$1.13M 81,408 -7,063 -8%
UBS Group
49
UBS Group
Switzerland
$1.09M 78,287 +6,513 +9%
PWM
50
Prosperity Wealth Management
California
$1.01M 72,950 -3,257 -4%
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