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PIMCO Corporate & Income Opportunity Fund
PTY

222 hedge funds and large institutions have $421M invested in PIMCO Corporate & Income Opportunity Fund in 2026 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 64

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

4% more capital invested

Capital invested by funds: $406M → $421M (+$15.6M)

0.67% more ownership

Funds ownership: 15.82% → 16.49% (+0.67%)

0% more funds holding

Funds holding: 222 → 222 (0)

Holders
222
Holders Change
–
Holders Change %
0%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
30
Increased
88
Reduced
64
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
Axxcess Wealth Management
California
+$7.5M
2
Wells Fargo
Wells Fargo
California
+$3.73M
3
IA
Icon Advisers
Colorado
+$2.97M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.34M
5
GC
Guggenheim Capital
Illinois
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
GSEP
Golden State Equity Partners
California
-$4.44M
2
IAA
Independent Advisor Alliance
North Carolina
-$4.29M
3
PAG
Private Advisor Group
New Jersey
-$2.14M
4
Jane Street
Jane Street
New York
-$1.79M
5
PI
PFG Investments
New York
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$3.72M +$258K +21,460 +7%
SPIA
27
Steward Partners Investment Advisory
New York
$3.35M +$667K +55,595 +25%
Raymond James Financial
28
Raymond James Financial
Florida
$3.13M +$353K +29,437 +13%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$3.11M +$2.34M +194,953 +314%
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$3.04M +$30.7K +2,556 +1%
IA
31
Icon Advisers
Colorado
$2.98M +$2.97M +247,825 New
RCM
32
Rivernorth Capital Management
Florida
$2.92M -$527K -43,929 -15%
PS
33
Principal Securities
Iowa
$2.33M +$53.4K +4,446 +2%
SWP
34
Strategic Wealth Partners
Ohio
$2.24M -$146K -12,200 -6%
XT
35
XTX Topco
Cayman Islands
$2.21M +$415K +34,581 +23%
Stifel Financial
36
Stifel Financial
Missouri
$2.12M +$14.1K +1,175 +0.7%
BWG
37
Beta Wealth Group
California
$2.1M -$23.3K -1,944 -1%
SAM
38
Smith Asset Management
Florida
$2.02M +$27.6K +2,303 +1%
AAA
39
AG Asset Advisory
California
$1.98M +$147K +12,243 +8%
UBS Group
40
UBS Group
Switzerland
$1.89M -$349K -29,111 -16%
FIA
41
Foundations Investment Advisors
Arizona
$1.73M +$1.72M +143,700 New
EFG
42
Elm3 Financial Group
Georgia
$1.7M -$229K -19,066 -12%
WWM
43
Walser Wealth Management
Florida
$1.67M +$1.67M +138,820 New
PFA
44
Plotkin Financial Advisors
Maryland
$1.54M -$44.7K -3,726 -3%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.53M +$701K +58,412 +85%
AFP
46
Ausdal Financial Partners
Iowa
$1.51M +$116K +9,706 +8%
ZIG
47
Zullo Investment Group
Pennsylvania
$1.43M -$118K -9,795 -8%
CAM
48
Covenant Asset Management
New Jersey
$1.42M -$93.6K -7,804 -6%
AIA
49
Absolute Investment Advisers
Florida
$1.4M +$401K +33,424 +40%
VR
50
Vision Retirement
New Jersey
$1.37M -$19K -1,584 -1%
1
2
3 4 5

PTY Hedge Fund Activity: Q2 2026 in Review

222 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q2 2026, worth a combined $421M — up 3.9% from $406M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PTY positions and 27 closed out — a net gain of 3 holders — while 88 added to existing stakes and 64 trimmed.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $7.5M. The largest seller was Golden State Equity Partners, exiting entirely with an estimated $4.44M sold.

  • 222 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $421M of PIMCO Corporate & Income Opportunity Fund stock for Q2 2026, up 3.9% quarter-over-quarter.
  • 30 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q2 2026 and 27 closed out, a net change of +3 holders.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q2 2026 was Axxcess Wealth Management, an estimated $7.5M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q2 2026 was Golden State Equity Partners, an estimated $4.44M sold.

Based on aggregated 13F filings for Q2 2026.