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PIMCO Corporate & Income Opportunity Fund
PTY

190 hedge funds and large institutions have $337M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 91 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 36

6% more capital invested

Capital invested by funds: $318M → $337M (+$18.9M)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less funds holding

Funds holding: 194 → 190 (-4)

7.14% less ownership

Funds ownership: 19.98% → 12.83% (-7.1%)

Holders
190
Holders Change
-4
Holders Change %
-2.06%
% 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
91
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.7M
2
LPL Financial
LPL Financial
California
+$3.13M
3
Wells Fargo
Wells Fargo
California
+$2.73M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.47M
5
SA
Sovran Advisors
California
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$4.19M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$678K
3
GS
GWN Securities
Florida
-$549K
4
Citadel Advisors
Citadel Advisors
Florida
-$498K
5
KAS
Kestra Advisory Services
Texas
-$425K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$2.24M +$816K +56,085 +57%
SA
27
Sovran Advisors
California
$2.22M +$1.58M +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 -$49.5K -3,397 -3%
PFA
31
Plotkin Financial Advisors
Maryland
$1.77M +$49.8K +3,424 +3%
IFG
32
Independent Financial Group
California
$1.7M +$859 +59 +0.1%
CAM
33
Covenant Asset Management
New Jersey
$1.6M +$116K +7,944 +8%
OCM
34
Orleans Capital Management
Louisiana
$1.48M +$2.18K +150 +0.1%
PA
35
Parallel Advisors
California
$1.46M -$22.2K -1,524 -1%
EFG
36
Elm3 Financial Group
Georgia
$1.44M +$195K +13,381 +16%
IA
37
Integrity Alliance
Iowa
$1.44M +$1.45M +99,460 New
WANY
38
Wealthspire Advisors (New York)
New York
$1.38M +$1.02M +69,988 +277%
NA
39
NewEdge Advisors
Louisiana
$1.28M +$31.5K +2,164 +3%
NB
40
NBT Bank
New York
$1.28M +$1.29M +88,400 New
SIC
41
Samalin Investment Counsel
New York
$1.21M +$37.3K +2,561 +3%
OC
42
Oppenheimer & Co
New York
$1.2M +$219K +15,030 +22%
Financial Engines Advisors
43
Financial Engines Advisors
California
$1.18M -$33.3K -2,285 -3%
CFA
44
Cahill Financial Advisors
Minnesota
$1.16M -$626 -43 -0.1%
PWM
45
Prosperity Wealth Management
California
$1.1M +$61.2K +4,203 +6%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$1.09M +$374K +25,705 +52%
CWM
47
C2C Wealth Management
Arizona
$1.04M +$30.6K +2,100 +3%
UBS Group
48
UBS Group
Switzerland
$1.04M +$39.1K +2,683 +4%
SA
49
Sanctuary Advisors
Indiana
$1.02M +$8.85K +608 +0.9%
OIA
50
OneDigital Investment Advisors
Kansas
$1.01M +$43.7K +3,000 +5%
1
2
3 4 5

PTY Hedge Fund Activity: Q1 2025 in Review

190 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q1 2025, worth a combined $337M — up 6% from $318M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PTY positions and 15 closed out — a net gain of 1 holder — while 91 added to existing stakes and 36 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $7.7M. The largest seller was Independent Advisor Alliance, cutting an estimated $4.19M.

  • 190 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q1 2025, down from 194 in Q4 2024.
  • Funds reported $337M of PIMCO Corporate & Income Opportunity Fund stock for Q1 2025, up 6% quarter-over-quarter.
  • 16 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q1 2025 and 15 closed out, a net change of +1 holder.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q1 2025 was Cetera Investment Advisers, an estimated $7.7M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q1 2025 was Independent Advisor Alliance, an estimated $4.19M sold.

Based on aggregated 13F filings for Q1 2025.