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PIMCO Corporate & Income Opportunity Fund
PTY

204 hedge funds and large institutions have $369M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

118% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 39

9% more capital invested

Capital invested by funds: $337M → $369M (+$31.9M)

7% more funds holding

Funds holding: 190 → 204 (+14)

1.73% more ownership

Funds ownership: 12.83% → 14.56% (+1.7%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
204
Holders Change
+14
Holders Change %
+7.37%
% of All Funds
2.69%
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
85
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$16.1M
2
SPIA
Steward Partners Investment Advisory
New York
+$3.68M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.06M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.78M
5
LPL Financial
LPL Financial
California
+$2.05M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.04M
2
Wells Fargo
Wells Fargo
California
-$1.73M
3
Raymond James Financial
Raymond James Financial
Florida
-$921K
4
CA
Cresta Advisors
Texas
-$781K
5
AC
AlphaCore Capital
California
-$580K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
Smith Asset Management
Florida
$2.57M +$242K +17,745 +11%
GSEP
27
Golden State Equity Partners
California
$2.44M -$7.67K -563 -0.3%
PS
28
Principal Securities
Iowa
$2.44M +$258K +18,960 +12%
SA
29
Sovran Advisors
California
$2.34M +$5.91K +434 +0.3%
Stifel Financial
30
Stifel Financial
Missouri
$2.21M -$76.5K -5,615 -3%
ZIG
31
Zullo Investment Group
Pennsylvania
$2.17M +$286K +21,004 +16%
CPRC
32
Consolidated Portfolio Review Corp
New York
$1.79M +$1.76M +128,837 New
WANY
33
Wealthspire Advisors (New York)
New York
$1.77M +$434K +31,872 +33%
PFA
34
Plotkin Financial Advisors
Maryland
$1.76M +$55.5K +4,070 +3%
M&T Bank
35
M&T Bank
New York
$1.74M – – –
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.68M -$421K -30,875 -20%
TCM
37
Triumph Capital Management
Colorado
$1.6M +$813K +59,630 +107%
EFG
38
Elm3 Financial Group
Georgia
$1.56M +$168K +12,306 +12%
CAM
39
Covenant Asset Management
New Jersey
$1.55M +$17.5K +1,285 +1%
IFG
40
Independent Financial Group
California
$1.46M -$171K -12,539 -11%
OCM
41
Orleans Capital Management
Louisiana
$1.46M +$30K +2,200 +2%
IA
42
Integrity Alliance
Iowa
$1.43M +$47.6K +3,493 +4%
OC
43
Oppenheimer & Co
New York
$1.42M +$260K +19,048 +23%
PA
44
Parallel Advisors
California
$1.41M +$5.25K +385 +0.4%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$1.3M +$1.28M +93,692 New
NB
46
NBT Bank
New York
$1.23M – – –
SIC
47
Samalin Investment Counsel
New York
$1.21M +$43.4K +3,187 +4%
Financial Engines Advisors
48
Financial Engines Advisors
California
$1.19M +$55.8K +4,096 +5%
CWM
49
C2C Wealth Management
Arizona
$1.14M +$135K +9,900 +14%
NA
50
NewEdge Advisors
Louisiana
$1.13M -$96.2K -7,063 -8%
1
2
3 4 5

PTY Hedge Fund Activity: Q2 2025 in Review

204 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q2 2025, worth a combined $369M — up 9.5% from $337M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PTY positions and 13 closed out — a net gain of 16 holders — while 85 added to existing stakes and 39 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $16.1M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.04M.

  • 204 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q2 2025, up from 190 in Q1 2025.
  • Funds reported $369M of PIMCO Corporate & Income Opportunity Fund stock for Q2 2025, up 9.5% quarter-over-quarter.
  • 29 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q2 2025 and 13 closed out, a net change of +16 holders.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q2 2025 was Invesco, an estimated $16.1M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q2 2025 was Commonwealth Equity Services, an estimated $2.04M sold.

Based on aggregated 13F filings for Q2 2025.