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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

188 hedge funds and large institutions have $334M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 89 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-4
Holders Change %
-2.08%
% of All Funds
2.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
89
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.65M
2
LPL Financial
LPL Financial
California
+$3.11M
3
Wells Fargo
Wells Fargo
California
+$2.71M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.46M
5
IA
Integrity Alliance
Iowa
+$1.44M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$4.16M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$674K
3
GS
GWN Securities
Florida
-$549K
4
Citadel Advisors
Citadel Advisors
Florida
-$498K
5
KAS
Kestra Advisory Services
Texas
-$422K
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$2.24M +$811K +56,085 +57%
SA
27
Sovran Advisors
California
$2.22M +$1.43M +108,381 +181%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.19M – – –
ZIG
29
Zullo Investment Group
Pennsylvania
$1.95M +$1.12M +77,155 +134%
M&T Bank
30
M&T Bank
New York
$1.81M -$49.1K -3,397 -3%
PFA
31
Plotkin Financial Advisors
Maryland
$1.77M +$49.5K +3,424 +3%
CAM
32
Covenant Asset Management
New Jersey
$1.6M +$115K +7,944 +8%
OCM
33
Orleans Capital Management
Louisiana
$1.48M +$2.17K +150 +0.1%
PA
34
Parallel Advisors
California
$1.46M -$22K -1,524 -1%
EFG
35
Elm3 Financial Group
Georgia
$1.44M +$193K +13,381 +16%
IA
36
Integrity Alliance
Iowa
$1.44M +$1.44M +99,460 New
WANY
37
Wealthspire Advisors (New York)
New York
$1.38M +$1.01M +69,988 +277%
NA
38
NewEdge Advisors
Louisiana
$1.28M +$31.3K +2,164 +3%
NB
39
NBT Bank
New York
$1.28M +$1.28M +88,400 New
SIC
40
Samalin Investment Counsel
New York
$1.21M +$37K +2,561 +3%
OC
41
Oppenheimer & Co
New York
$1.2M +$217K +15,030 +22%
Financial Engines Advisors
42
Financial Engines Advisors
California
$1.18M -$33K -2,285 -3%
CFA
43
Cahill Financial Advisors
Minnesota
$1.16M -$622 -43 -0.1%
PWM
44
Prosperity Wealth Management
California
$1.1M +$60.8K +4,203 +6%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.09M +$372K +25,705 +52%
CWM
46
C2C Wealth Management
Arizona
$1.04M +$30.4K +2,100 +3%
UBS Group
47
UBS Group
Switzerland
$1.04M +$38.8K +2,683 +4%
OIA
48
OneDigital Investment Advisors
Kansas
$1.01M +$43.4K +3,000 +5%
JWCA
49
J.W. Cole Advisors
Florida
$990K +$701K +48,501 +243%
CWM
50
Cornerstone Wealth Management
Missouri
$965K +$6.46K +447 +0.7%
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