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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
AF
101
Apexium Financial
Texas
$370K +$3.32K +236 +0.9%
CAL
102
Capital Analysts LLC
Pennsylvania
$353K +$61.3K +4,354 +22%
Neuberger Berman Group
103
Neuberger Berman Group
New York
$350K -$366K -26,000 -52%
Cerity Partners
104
Cerity Partners
New York
$347K +$338K +24,013 New
DADC
105
D.A. Davidson & Co
Montana
$343K -$61.7K -4,386 -16%
AC
106
Avestar Capital
New York
$335K – – –
DW
107
Dodds Wealth
Colorado
$334K – – –
CL
108
Choreo LLC
Illinois
$333K -$39.6K -2,815 -11%
OIA
109
Optimum Investment Advisors
Illinois
$331K – – –
VA
110
VestGen Advisors
Illinois
$331K +$322K +22,900 New
CF
111
Centaurus Financial
California
$330K +$3.48K +247 +1%
TMWM
112
Taylor & Morgan Wealth Management
Michigan
$325K +$7.63K +542 +2%
IWM
113
Iams Wealth Management
Nebraska
$318K -$2.04K -145 -0.7%
PP
114
Patron Partners
Texas
$309K +$1.2K +85 +0.4%
GWM
115
GSB Wealth Management
Connecticut
$296K +$7.57K +538 +3%
VF
116
Virtu Financial
New York
$292K +$9.43K +670 +3%
SFS
117
Sowell Financial Services
Arkansas
$290K +$136K +9,660 +93%
VCP
118
Verus Capital Partners
Arizona
$278K -$2.65K -188 -1%
TSS
119
Two Sigma Securities
New York
$277K +$23.3K +1,654 +9%
MMA
120
Miracle Mile Advisors
California
$273K +$7.04K +500 +3%
SFC
121
SYM Financial Corp
Indiana
$269K +$5.32K +378 +2%
GVAG
122
Great Valley Advisor Group
Delaware
$267K +$5.73K +407 +2%
AWM
123
AE Wealth Management
Kansas
$266K +$15K +1,065 +6%
WAAG
124
Wealth Alliance Advisory Group
Kansas
$258K – – –
CG
125
CFO4Life Group
Texas
$252K – – –
3 4
5
6 7

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.