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PIMCO Corporate & Income Opportunity Fund
PTY

202 hedge funds and large institutions have $403M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 91 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 43

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $369M → $403M (+$34.2M)

0.78% more ownership

Funds ownership: 14.56% → 15.34% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 204 → 202 (-2)

Holders
202
Holders Change
-2
Holders Change %
-0.98%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
91
Reduced
43
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.43M
2
SPIA
Steward Partners Investment Advisory
New York
+$3.13M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.53M
4
LPL Financial
LPL Financial
California
+$2.45M
5
GC
Guggenheim Capital
Illinois
+$2.27M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$5.44M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.07M
3
PA
Parallel Advisors
California
-$1.33M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.3M
5
OCM
Orleans Capital Management
Louisiana
-$548K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
51
Samalin Investment Counsel
New York
$1.3M +$40.3K +2,865 +3%
AFP
52
Ausdal Financial Partners
Iowa
$1.28M +$481K +34,152 +63%
CWM
53
C2C Wealth Management
Arizona
$1.26M +$77.4K +5,500 +7%
Financial Engines Advisors
54
Financial Engines Advisors
California
$1.23M -$338 -24 -0%
NA
55
NewEdge Advisors
Louisiana
$1.18M +$5.72K +406 +0.5%
AAA
56
AG Asset Advisory
California
$1.08M +$1.05M +74,612 New
SA
57
Sanctuary Advisors
Indiana
$1.04M +$1.79K +127 +0.2%
Mariner
58
Mariner
Kansas
$1.03M +$301K +21,370 +43%
OIA
59
OneDigital Investment Advisors
Kansas
$1M – – –
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$970K +$50.1K +3,562 +6%
CWM
61
Cornerstone Wealth Management
Missouri
$962K +$9.62K +683 +1%
OCM
62
Orleans Capital Management
Louisiana
$949K -$548K -38,925 -37%
HighTower Advisors
63
HighTower Advisors
Illinois
$942K +$168K +11,901 +22%
JWCA
64
J.W. Cole Advisors
Florida
$908K -$123K -8,710 -12%
EWA
65
Exencial Wealth Advisors
Oklahoma
$905K -$12.5K -887 -1%
BCM
66
Boreal Capital Management
Florida
$833K – – –
PFA
67
Presper Financial Architects
Ohio
$808K +$9K +639 +1%
MML Investors Services
68
MML Investors Services
Massachusetts
$793K +$19.3K +1,370 +3%
CFA
69
Cahill Financial Advisors
Minnesota
$767K -$92.9K -6,601 -11%
MWM
70
Mindset Wealth Management
Indiana
$748K – – –
GL
71
GHE LLC
Tennessee
$743K – – –
AIA
72
Accelerate Investment Advisors
California
$736K +$176K +12,486 +32%
DWM
73
Diversify Wealth Management
Utah
$711K +$2.07K +147 +0.3%
CAGAS
74
Capital Advisory Group Advisory Services
Minnesota
$670K +$98.4K +6,989 +18%
NAS
75
NWF Advisory Services
California
$633K -$25K -1,775 -4%
1 2
3
4 5

PTY Hedge Fund Activity: Q3 2025 in Review

202 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q3 2025, worth a combined $403M — up 9.3% from $369M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PTY positions and 19 closed out — a net gain of 3 holders — while 91 added to existing stakes and 43 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $5.43M. The largest seller was Cetera Investment Advisers, cutting an estimated $5.44M.

  • 202 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q3 2025, down from 204 in Q2 2025.
  • Funds reported $403M of PIMCO Corporate & Income Opportunity Fund stock for Q3 2025, up 9.3% quarter-over-quarter.
  • 22 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q3 2025 and 19 closed out, a net change of +3 holders.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q3 2025 was Northwestern Mutual Wealth Management, an estimated $5.43M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q3 2025 was Cetera Investment Advisers, an estimated $5.44M sold.

Based on aggregated 13F filings for Q3 2025.