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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
IF
76
Integrity Financial
Wyoming
$600K +$44.9K +3,297 +8%
NL
77
NWAM LLC
Washington
$599K +$74.3K +5,453 +15%
HCM
78
Hollencrest Capital Management
California
$596K
SPC
79
Sigma Planning Corp
Michigan
$587K -$136K -9,999 -19%
BPA
80
Beacon Pointe Advisors
California
$560K -$23.7K -1,738 -4%
MWP
81
Madison Wealth Partners
Wisconsin
$550K -$68K -4,991 -11%
CAGAS
82
Capital Advisory Group Advisory Services
Minnesota
$548K +$36.3K +2,665 +7%
AIA
83
Accelerate Investment Advisors
California
$535K +$171K +12,556 +48%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$483K +$10.4K +761 +2%
AWM
85
Avior Wealth Management
Nebraska
$470K
WWM
86
Western Wealth Management
Colorado
$467K -$1.01K -74 -0.2%
MSG
87
Main Street Group
Virginia
$457K +$61K +4,473 +16%
ACM
88
Arlington Capital Management
Illinois
$434K +$425K +31,211 New
RDWM
89
Red Door Wealth Management
Tennessee
$419K -$40.9K -3,000 -9%
CWM
90
Collaborative Wealth Management
Florida
$415K -$8.65K -635 -2%
Lido Advisors
91
Lido Advisors
California
$399K +$391K +28,675 New
DADC
92
D.A. Davidson & Co
Montana
$392K -$45.9K -3,365 -11%
ACP
93
Argyle Capital Partners
California
$387K
CF
94
Copperwynd Financial
Arizona
$381K +$8.56K +628 +2%
SS
95
Sunbelt Securities
Texas
$376K -$82.8K -6,078 -19%
OCM
96
Objective Capital Management
Ohio
$369K -$238K -17,478 -40%
TA
97
TPG Advisors
Illinois
$363K +$46.7K +3,424 +15%
BRWA
98
B. Riley Wealth Advisors
Florida
$362K +$354K +26,005 New
CL
99
Choreo LLC
Illinois
$361K +$1.74K +128 +0.5%
AF
100
Apexium Financial
Texas
$354K +$43K +3,155 +14%

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.