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PIMCO Corporate & Income Opportunity Fund
PTY

190 hedge funds and large institutions have $337M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 91 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 36

6% more capital invested

Capital invested by funds: $318M → $337M (+$18.9M)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less funds holding

Funds holding: 194 → 190 (-4)

7.14% less ownership

Funds ownership: 19.98% → 12.83% (-7.1%)

Holders
190
Holders Change
-4
Holders Change %
-2.06%
% of All Funds
2.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
91
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.7M
2
LPL Financial
LPL Financial
California
+$3.13M
3
Wells Fargo
Wells Fargo
California
+$2.73M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.47M
5
SA
Sovran Advisors
California
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$4.19M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$678K
3
GS
GWN Securities
Florida
-$549K
4
Citadel Advisors
Citadel Advisors
Florida
-$498K
5
KAS
Kestra Advisory Services
Texas
-$425K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
76
Capital Advisory Group Advisory Services
Minnesota
$531K +$6.83K +469 +1%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$491K -$182K -12,468 -27%
AWM
78
Avior Wealth Management
Nebraska
$489K – – –
WWM
79
Western Wealth Management
Colorado
$486K -$12.2K -839 -2%
RDWM
80
Red Door Wealth Management
Tennessee
$479K -$100K -6,882 -17%
Jane Street
81
Jane Street
New York
$472K +$476K +32,670 New
SS
82
Sunbelt Securities
Texas
$467K +$88.5K +6,078 +23%
DADC
83
D.A. Davidson & Co
Montana
$456K +$91.9K +6,313 +25%
CWM
84
Collaborative Wealth Management
Florida
$440K +$21.8K +1,500 +5%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$412K +$166K +11,407 +67%
MSG
86
Main Street Group
Virginia
$410K +$225K +15,477 +120%
ACP
87
Argyle Capital Partners
California
$402K -$5.87K -403 -1%
BAM
88
Belpointe Asset Management
Nevada
$396K -$25.2K -1,731 -6%
CF
89
Copperwynd Financial
Arizona
$387K +$8.56K +588 +2%
AIA
90
Accelerate Investment Advisors
California
$375K +$166K +11,421 +79%
CL
91
Choreo LLC
Illinois
$373K -$83K -5,700 -18%
RG
92
Rathbones Group
United Kingdom
$347K – – –
AC
93
Avestar Capital
New York
$335K – – –
DW
94
Dodds Wealth
Colorado
$334K – – –
OIA
95
Optimum Investment Advisors
Illinois
$331K – – –
TA
96
TPG Advisors
Illinois
$328K +$40.7K +2,798 +14%
CF
97
Centaurus Financial
California
$323K +$3.27K +225 +1%
AF
98
Apexium Financial
Texas
$320K +$321K +22,052 New
IWM
99
Iams Wealth Management
Nebraska
$318K – – –
TMWM
100
Taylor & Morgan Wealth Management
Michigan
$310K +$7.19K +494 +2%
2 3
4
5 6

PTY Hedge Fund Activity: Q1 2025 in Review

190 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q1 2025, worth a combined $337M — up 6% from $318M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PTY positions and 15 closed out — a net gain of 1 holder — while 91 added to existing stakes and 36 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $7.7M. The largest seller was Independent Advisor Alliance, cutting an estimated $4.19M.

  • 190 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q1 2025, down from 194 in Q4 2024.
  • Funds reported $337M of PIMCO Corporate & Income Opportunity Fund stock for Q1 2025, up 6% quarter-over-quarter.
  • 16 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q1 2025 and 15 closed out, a net change of +1 holder.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q1 2025 was Cetera Investment Advisers, an estimated $7.7M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q1 2025 was Independent Advisor Alliance, an estimated $4.19M sold.

Based on aggregated 13F filings for Q1 2025.