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PIMCO Corporate & Income Opportunity Fund
PTY

222 hedge funds and large institutions have $421M invested in PIMCO Corporate & Income Opportunity Fund in 2026 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 64

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

4% more capital invested

Capital invested by funds: $406M → $421M (+$15.6M)

0.67% more ownership

Funds ownership: 15.82% → 16.49% (+0.67%)

0% more funds holding

Funds holding: 222 → 222 (0)

Holders
222
Holders Change
–
Holders Change %
0%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
30
Increased
88
Reduced
64
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
Axxcess Wealth Management
California
+$7.5M
2
Wells Fargo
Wells Fargo
California
+$3.73M
3
IA
Icon Advisers
Colorado
+$2.97M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.34M
5
GC
Guggenheim Capital
Illinois
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
GSEP
Golden State Equity Partners
California
-$4.44M
2
IAA
Independent Advisor Alliance
North Carolina
-$4.29M
3
PAG
Private Advisor Group
New Jersey
-$2.14M
4
Jane Street
Jane Street
New York
-$1.79M
5
PI
PFG Investments
New York
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
76
Advisory Advocates
Michigan
$667K +$18.1K +1,506 +3%
SPC
77
Sigma Planning Corp
Michigan
$666K +$150K +12,525 +29%
BCM
78
Boreal Capital Management
Florida
$661K – – –
SA
79
Sovran Advisors
California
$654K +$12.8K +1,064 +2%
OIA
80
OneDigital Investment Advisors
Kansas
$644K -$64.2K -5,350 -9%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$632K +$135K +11,214 +27%
JWCA
82
J.W. Cole Advisors
Florida
$628K +$626K +52,178 New
OC
83
Oppenheimer & Co
New York
$627K -$415K -34,609 -40%
MWM
84
Mindset Wealth Management
Indiana
$623K – – –
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$621K -$116K -9,630 -16%
GL
86
GHE LLC
Tennessee
$619K – – –
MHFA
87
Mission Hills Financial Advisory
California
$617K +$615K +51,272 New
NL
88
NWAM LLC
Washington
$582K +$54.9K +4,577 +10%
QL
89
Quarry LP
New York
$581K +$166K +13,858 +40%
AWA
90
Arkadios Wealth Advisors
Georgia
$560K +$7.38K +615 +1%
WE
91
Wealth Effects
Massachusetts
$557K -$804 -67 -0.1%
HI
92
Harbour Investments
Wisconsin
$557K -$98.3K -8,191 -15%
HCM
93
Hollencrest Capital Management
California
$510K -$49.2K -4,099 -9%
DWM
94
Diversify Wealth Management
Utah
$505K -$21.5K -1,793 -4%
DAS
95
Diversify Advisory Services
Utah
$505K +$519K +43,237 New
NAS
96
NWF Advisory Services
California
$497K +$23.3K +1,939 +5%
SWP
97
Stratos Wealth Partners
Ohio
$496K +$121K +10,101 +32%
AIA
98
Accelerate Investment Advisors
California
$495K -$39.9K -3,321 -7%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$483K -$799K -66,568 -62%
CL
100
Choreo LLC
Illinois
$468K -$10.3K -856 -2%
2 3
4
5 6

PTY Hedge Fund Activity: Q2 2026 in Review

222 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q2 2026, worth a combined $421M — up 3.9% from $406M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PTY positions and 27 closed out — a net gain of 3 holders — while 88 added to existing stakes and 64 trimmed.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $7.5M. The largest seller was Golden State Equity Partners, exiting entirely with an estimated $4.44M sold.

  • 222 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $421M of PIMCO Corporate & Income Opportunity Fund stock for Q2 2026, up 3.9% quarter-over-quarter.
  • 30 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q2 2026 and 27 closed out, a net change of +3 holders.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q2 2026 was Axxcess Wealth Management, an estimated $7.5M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q2 2026 was Golden State Equity Partners, an estimated $4.44M sold.

Based on aggregated 13F filings for Q2 2026.