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PIMCO Corporate & Income Opportunity Fund

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: 190204 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$1.09M +$88.7K +6,513 +9%
PWM
52
Prosperity Wealth Management
California
$1.01M -$44.4K -3,257 -4%
SA
53
Sanctuary Advisors
Indiana
$1M +$21.4K +1,573 +2%
JWCA
54
J.W. Cole Advisors
Florida
$996K +$42.4K +3,109 +5%
OIA
55
OneDigital Investment Advisors
Kansas
$967K +$55 +4 +0%
CWM
56
Cornerstone Wealth Management
Missouri
$917K -$11K -805 -1%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$885K -$158K -11,605 -15%
EWA
58
Exencial Wealth Advisors
Oklahoma
$884K
CFA
59
Cahill Financial Advisors
Minnesota
$831K -$276K -20,282 -25%
BCM
60
Boreal Capital Management
Florida
$803K
GC
61
Guggenheim Capital
Illinois
$792K +$776K +56,931 New
Jane Street
62
Jane Street
New York
$780K +$319K +23,420 +72%
PFA
63
Presper Financial Architects
Ohio
$770K +$754K +55,325 New
AFP
64
Ausdal Financial Partners
Iowa
$759K +$73.8K +5,414 +11%
MML Investors Services
65
MML Investors Services
Massachusetts
$745K +$44.9K +3,294 +7%
HighTower Advisors
66
HighTower Advisors
Illinois
$742K +$14.9K +1,090 +2%
UB
67
UMB Bank
Missouri
$723K +$709K +52,000 New
MWM
68
Mindset Wealth Management
Indiana
$720K
GL
69
GHE LLC
Tennessee
$716K +$6.81K +500 +1%
DWM
70
Diversify Wealth Management
Utah
$715K +$102K +7,455 +17%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$698K
Mariner
72
Mariner
Kansas
$692K +$85.6K +6,285 +14%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$649K +$248K +18,215 +64%
NAS
74
NWF Advisory Services
California
$635K +$20.5K +1,507 +3%
Millennium Management
75
Millennium Management
New York
$613K +$601K +44,073 New

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.