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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
HCM
76
Hollencrest Capital Management
California
$619K – – –
IF
77
Integrity Financial
Wyoming
$596K -$26.5K -1,883 -4%
MWP
78
Madison Wealth Partners
Wisconsin
$590K +$18.8K +1,335 +3%
DFA
79
Delta Financial Advisors
Louisiana
$569K +$555K +39,425 New
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$568K -$106K -7,539 -16%
SPC
81
Sigma Planning Corp
Michigan
$551K -$56.8K -4,037 -10%
NL
82
NWAM LLC
Washington
$544K -$28.1K -1,995 -5%
RWM
83
RMG Wealth Management
Wisconsin
$534K +$294K +20,909 +109%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$501K -$549 -39 -0.1%
PTC
85
Private Trust Company
Ohio
$492K +$282K +20,000 +142%
MSG
86
Main Street Group
Virginia
$484K +$9.86K +700 +2%
AWM
87
Avior Wealth Management
Nebraska
$478K -$10.1K -720 -2%
WWM
88
Western Wealth Management
Colorado
$467K -$16.8K -1,193 -4%
BAM
89
Belpointe Asset Management
Nevada
$463K +$311K +22,069 +221%
SS
90
Sunbelt Securities
Texas
$457K +$76.5K +5,436 +21%
RDWM
91
Red Door Wealth Management
Tennessee
$435K – – –
OCM
92
Objective Capital Management
Ohio
$434K +$49.5K +3,515 +13%
CWM
93
Collaborative Wealth Management
Florida
$431K – – –
Millennium Management
94
Millennium Management
New York
$429K -$202K -14,367 -33%
Lido Advisors
95
Lido Advisors
California
$425K +$10.5K +746 +3%
CSP
96
Cary Street Partners
Virginia
$422K +$411K +29,200 New
KWM
97
Kingsview Wealth Management
Oregon
$420K +$126K +8,965 +45%
BRWA
98
B. Riley Wealth Advisors
Florida
$416K +$39.3K +2,791 +11%
TA
99
TPG Advisors
Illinois
$415K +$37.1K +2,637 +10%
ACP
100
Argyle Capital Partners
California
$402K – – –
2 3
4
5 6

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.