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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
AFP
51
Ausdal Financial Partners
Iowa
$1.15M +$6.72K +498 +0.6%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.14M +$1.19M +88,316 New
NA
53
NewEdge Advisors
Louisiana
$1.14M +$86.2K +6,388 +8%
AWM
54
AE Wealth Management
Kansas
$1.13M +$931K +68,948 +375%
OC
55
Oppenheimer & Co
New York
$1.12M -$366K -27,142 -24%
SIC
56
Samalin Investment Counsel
New York
$1.12M -$42.5K -3,147 -4%
LCM
57
Landscape Capital Management
New Jersey
$1.1M +$1.15M +85,254 New
SEP
58
Signature Equity Partners
Ohio
$1.08M +$1.13M +83,773 New
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$1.03M -$1.55M -115,014 -59%
CSP
60
Cary Street Partners
Virginia
$992K +$644K +47,706 +163%
WANY
61
Wealthspire Advisors (New York)
New York
$986K -$428K -31,737 -29%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$959K +$96.8K +7,166 +11%
PWM
63
Prosperity Wealth Management
California
$950K -$299K -22,118 -23%
SA
64
Sanctuary Advisors
Indiana
$925K -$7.53K -558 -0.8%
OIA
65
OneDigital Investment Advisors
Kansas
$886K -$11.9K -879 -1%
MML Investors Services
66
MML Investors Services
Massachusetts
$851K +$149K +11,005 +20%
CWM
67
Cornerstone Wealth Management
Missouri
$848K -$11.9K -884 -1%
TCM
68
Triumph Capital Management
Colorado
$842K -$403K -29,821 -31%
OCM
69
Orleans Capital Management
Louisiana
$836K -$12.2K -900 -1%
HighTower Advisors
70
HighTower Advisors
Illinois
$807K -$36K -2,668 -4%
EWA
71
Exencial Wealth Advisors
Oklahoma
$807K -$1.58K -117 -0.2%
JWCA
72
J.W. Cole Advisors
Florida
$800K -$12.4K -917 -1%
FCM
73
Fell Capital Management
California
$773K +$809K +59,950 New
TJHA
74
Thomas J. Herzfeld Advisors
Florida
$720K +$754K +55,818 New
SA
75
Sovran Advisors
California
$716K -$1.23M -91,157 -62%
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.