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PIMCO Corporate & Income Opportunity Fund

222 hedge funds and large institutions have $406M invested in PIMCO Corporate & Income Opportunity Fund in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 52

33% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 30

2% more funds holding

Funds holding: 217222 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.88% less ownership

Funds ownership: 17.69%15.82% (-1.9%)

7% less capital invested

Capital invested by funds: $438M → $406M (-$32.6M)

Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
40
Increased
83
Reduced
52
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
76
Boreal Capital Management
Florida
$670K
SA
77
Sovran Advisors
California
$669K -$1.15K -90 -0.2%
HI
78
Harbour Investments
Wisconsin
$657K +$395K +31,005 +132%
AA
79
Advisory Advocates
Michigan
$651K +$540K +42,399 +367%
MWM
80
Mindset Wealth Management
Indiana
$625K +$318K +25,000 +93%
GL
81
GHE LLC
Tennessee
$620K -$50.9K -4,000 -7%
HCM
82
Hollencrest Capital Management
California
$561K
WE
83
Wealth Effects
Massachusetts
$559K +$590K +46,380 New
AWA
84
Arkadios Wealth Advisors
Georgia
$554K +$74.6K +5,862 +15%
DWM
85
Diversify Wealth Management
Utah
$549K -$15.2K -1,191 -3%
AIA
86
Accelerate Investment Advisors
California
$536K +$201K +15,802 +55%
NL
87
NWAM LLC
Washington
$528K +$20.4K +1,601 +4%
SPC
88
Sigma Planning Corp
Michigan
$516K -$31.3K -2,456 -5%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$498K +$100K +7,863 +24%
CL
90
Choreo LLC
Illinois
$480K +$274K +21,557 +120%
EFG
91
Everest Financial Group
Minnesota
$479K +$507K +39,822 New
NAS
92
NWF Advisory Services
California
$475K +$45.7K +3,592 +10%
VF
93
Virtu Financial
New York
$467K +$493K +38,745 New
PTC
94
Private Trust Company
Ohio
$451K
RWM
95
RMG Wealth Management
Wisconsin
$437K +$462K +36,308 New
QL
96
Quarry LP
New York
$415K +$438K +34,426 New
DFA
97
Delta Financial Advisors
Louisiana
$415K -$24.8K -1,950 -5%
IWM
98
IHT Wealth Management
Illinois
$406K +$428K +33,651 New
AWM
99
Avior Wealth Management
Nebraska
$399K
CAL
100
Capital Analysts LLC
Pennsylvania
$397K +$16.6K +1,301 +4%