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PIMCO Corporate & Income Opportunity Fund
PTY

217 hedge funds and large institutions have $438M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 70 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

17% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 60

9% more capital invested

Capital invested by funds: $403M → $438M (+$35.4M)

7% more funds holding

Funds holding: 202 → 217 (+15)

2.35% more ownership

Funds ownership: 15.34% → 17.69% (+2.4%)

Holders
217
Holders Change
+15
Holders Change %
+7.43%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
45
Increased
70
Reduced
60
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$16.8M
2
LSC
Logan Stone Capital
Illinois
+$12.8M
3
Wells Fargo
Wells Fargo
California
+$5.73M
4
MG
Marex Group
+$3.67M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.22M

Top Sellers

1
AWM
Axxcess Wealth Management
California
-$6.85M
2
SPIA
Steward Partners Investment Advisory
New York
-$4.96M
3
Bank of America
Bank of America
North Carolina
-$4.23M
4
Raymond James Financial
Raymond James Financial
Florida
-$2.75M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$4.54M -$4.23M -313,436 -47%
Jane Street
27
Jane Street
New York
$4.49M +$3.15M +233,519 +203%
DAS
28
Dynamic Advisor Solutions
Arizona
$3.6M +$132K +9,762 +4%
MG
29
Marex Group
$3.51M +$3.67M +271,902 New
NWMP
30
Noble Wealth Management PBC
Colorado
$2.89M +$565K +41,856 +23%
SWP
31
Strategic Wealth Partners
Ohio
$2.55M – – –
UBS Group
32
UBS Group
Switzerland
$2.53M +$1.29M +95,636 +95%
SPIA
33
Steward Partners Investment Advisory
New York
$2.43M -$4.96M -367,437 -66%
PS
34
Principal Securities
Iowa
$2.32M -$37.1K -2,748 -2%
GSEP
35
Golden State Equity Partners
California
$2.27M +$11.2K +828 +0.5%
Stifel Financial
36
Stifel Financial
Missouri
$2.18M +$80.9K +5,989 +4%
EFG
37
Elm3 Financial Group
Georgia
$2.15M +$406K +30,034 +22%
SAM
38
Smith Asset Management
Florida
$2.09M +$27.7K +2,055 +1%
ZIG
39
Zullo Investment Group
Pennsylvania
$1.81M -$275K -20,350 -13%
XT
40
XTX Topco
Cayman Islands
$1.73M +$1.81M +134,124 New
PFA
41
Plotkin Financial Advisors
Maryland
$1.64M +$28.1K +2,084 +2%
CAM
42
Covenant Asset Management
New Jersey
$1.58M +$79.1K +5,855 +5%
VR
43
Vision Retirement
New Jersey
$1.44M +$1.51M +111,556 New
BCM
44
Boreal Capital Management
Florida
$1.34M – – –
UB
45
UMB Bank
Missouri
$1.28M – – –
NB
46
NBT Bank
New York
$1.27M – – –
Financial Engines Advisors
47
Financial Engines Advisors
California
$1.26M +$161K +11,942 +14%
Mariner
48
Mariner
Kansas
$1.25M +$352K +26,063 +37%
IFG
49
Independent Financial Group
California
$1.25M -$237K -17,580 -15%
CWM
50
C2C Wealth Management
Arizona
$1.22M +$95.9K +7,100 +8%
1
2
3 4 5

PTY Hedge Fund Activity: Q4 2025 in Review

217 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q4 2025, worth a combined $438M — up 8.8% from $403M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PTY positions and 26 closed out — a net gain of 19 holders — while 70 added to existing stakes and 60 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $16.8M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $6.85M sold.

  • 217 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q4 2025, up from 202 in Q3 2025.
  • Funds reported $438M of PIMCO Corporate & Income Opportunity Fund stock for Q4 2025, up 8.8% quarter-over-quarter.
  • 45 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q4 2025 and 26 closed out, a net change of +19 holders.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q4 2025 was Rivernorth Capital Management, an estimated $16.8M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q4 2025 was Axxcess Wealth Management, an estimated $6.85M sold.

Based on aggregated 13F filings for Q4 2025.