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PIMCO Corporate & Income Opportunity Fund

201 hedge funds and large institutions have $362M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+13
Holders Change %
+6.91%
% of All Funds
2.7%
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
82
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GSEP
26
Golden State Equity Partners
California
$2.44M -$7.83K -563 -0.3%
PS
27
Principal Securities
Iowa
$2.44M +$264K +18,960 +12%
SA
28
Sovran Advisors
California
$2.34M +$6.03K +434 +0.3%
Stifel Financial
29
Stifel Financial
Missouri
$2.21M -$78.1K -5,615 -3%
ZIG
30
Zullo Investment Group
Pennsylvania
$2.17M +$292K +21,004 +16%
CPRC
31
Consolidated Portfolio Review Corp
New York
$1.79M +$1.79M +128,837 New
WANY
32
Wealthspire Advisors (New York)
New York
$1.77M +$443K +31,872 +33%
PFA
33
Plotkin Financial Advisors
Maryland
$1.76M +$56.6K +4,070 +3%
M&T Bank
34
M&T Bank
New York
$1.74M
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.68M -$429K -30,875 -20%
TCM
36
Triumph Capital Management
Colorado
$1.6M +$829K +59,630 +107%
EFG
37
Elm3 Financial Group
Georgia
$1.56M +$171K +12,306 +12%
CAM
38
Covenant Asset Management
New Jersey
$1.55M +$17.9K +1,285 +1%
OCM
39
Orleans Capital Management
Louisiana
$1.46M +$30.6K +2,200 +2%
IA
40
Integrity Alliance
Iowa
$1.43M +$48.6K +3,493 +4%
OC
41
Oppenheimer & Co
New York
$1.42M +$265K +19,048 +23%
PA
42
Parallel Advisors
California
$1.41M +$5.36K +385 +0.4%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$1.3M +$1.3M +93,692 New
NB
44
NBT Bank
New York
$1.23M
SIC
45
Samalin Investment Counsel
New York
$1.21M +$44.3K +3,187 +4%
Financial Engines Advisors
46
Financial Engines Advisors
California
$1.19M +$57K +4,096 +5%
CWM
47
C2C Wealth Management
Arizona
$1.14M +$138K +9,900 +14%
NA
48
NewEdge Advisors
Louisiana
$1.13M -$98.2K -7,063 -8%
UBS Group
49
UBS Group
Switzerland
$1.09M +$90.6K +6,513 +9%
PWM
50
Prosperity Wealth Management
California
$1.01M -$45.3K -3,257 -4%