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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
T
101
Tableaux
Massachusetts
$342K +$335K +24,570 New
RG
102
Rathbones Group
United Kingdom
$334K
AC
103
Avestar Capital
New York
$323K
DW
104
Dodds Wealth
Colorado
$322K
OIA
105
Optimum Investment Advisors
Illinois
$319K
CF
106
Centaurus Financial
California
$314K +$3.28K +241 +1%
IWM
107
Iams Wealth Management
Nebraska
$308K +$1.98K +145 +0.7%
TMWM
108
Taylor & Morgan Wealth Management
Michigan
$305K +$7.2K +528 +2%
PP
109
Patron Partners
Texas
$297K +$1.12K +82 +0.4%
CMS
110
Capital Market Strategies
Florida
$292K +$286K +20,965 New
CAL
111
Capital Analysts LLC
Pennsylvania
$280K +$7.56K +555 +3%
KWM
112
Kingsview Wealth Management
Oregon
$280K +$125K +9,160 +84%
GWM
113
GSB Wealth Management
Connecticut
$277K +$6.96K +511 +3%
VF
114
Virtu Financial
New York
$272K +$266K +19,526 New
VCP
115
Verus Capital Partners
Arizona
$270K -$2.32K -170 -0.9%
RWM
116
RMG Wealth Management
Wisconsin
$265K +$261K +19,167 New
GCP
117
Gill Capital Partners
Colorado
$260K
MMA
118
Miracle Mile Advisors
California
$256K +$40.1K +2,943 +19%
SFC
119
SYM Financial Corp
Indiana
$254K
GVAG
120
Great Valley Advisor Group
Delaware
$252K -$14.4K -1,057 -6%
WAAG
121
Wealth Alliance Advisory Group
Kansas
$248K
TSS
122
Two Sigma Securities
New York
$243K +$33.2K +2,437 +16%
CG
123
CFO4Life Group
Texas
$243K
AWM
124
AE Wealth Management
Kansas
$241K +$2.32K +170 +1%
Comerica Bank
125
Comerica Bank
Texas
$237K -$35.9K -2,631 -13%

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.