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PIMCO Corporate & Income Opportunity Fund
PTY

217 hedge funds and large institutions have $438M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 70 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

17% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 60

9% more capital invested

Capital invested by funds: $403M → $438M (+$35.4M)

7% more funds holding

Funds holding: 202 → 217 (+15)

2.35% more ownership

Funds ownership: 15.34% → 17.69% (+2.4%)

Holders
217
Holders Change
+15
Holders Change %
+7.43%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
45
Increased
70
Reduced
60
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$16.8M
2
LSC
Logan Stone Capital
Illinois
+$12.8M
3
Wells Fargo
Wells Fargo
California
+$5.73M
4
MG
Marex Group
+$3.67M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.22M

Top Sellers

1
AWM
Axxcess Wealth Management
California
-$6.85M
2
SPIA
Steward Partners Investment Advisory
New York
-$4.96M
3
Bank of America
Bank of America
North Carolina
-$4.23M
4
Raymond James Financial
Raymond James Financial
Florida
-$2.75M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
101
Kingsview Wealth Management
Oregon
$379K +$3.55K +263 +0.9%
BAM
102
Belpointe Asset Management
Nevada
$375K -$40.5K -3,000 -9%
TA
103
TPG Advisors
Illinois
$372K +$1.11K +82 +0.3%
AIA
104
Accelerate Investment Advisors
California
$370K -$301K -22,329 -44%
BRWA
105
B. Riley Wealth Advisors
Florida
$351K -$20.9K -1,551 -5%
MWM
106
Mindset Wealth Management
Indiana
$346K -$338K -25,000 -48%
ACP
107
Argyle Capital Partners
California
$342K -$17.3K -1,278 -5%
UCFA
108
United Capital Financial Advisors
Texas
$331K +$347K +25,688 New
CH
109
CDKV Holdings
Colorado
$328K +$343K +25,390 New
PAS
110
Park Avenue Securities
New York
$315K +$330K +24,429 New
Northern Trust
111
Northern Trust
Illinois
$314K +$329K +24,357 New
Creative Planning
112
Creative Planning
Kansas
$314K +$94.1K +6,970 +40%
HI
113
Harbour Investments
Wisconsin
$303K +$86.6K +6,411 +38%
DW
114
Dodds Wealth
Colorado
$298K – – –
CF
115
Centaurus Financial
California
$298K +$3.48K +258 +1%
TMWM
116
Taylor & Morgan Wealth Management
Michigan
$297K +$7.6K +563 +3%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$294K +$308K +22,815 New
IWM
118
Iams Wealth Management
Nebraska
$284K – – –
DADC
119
D.A. Davidson & Co
Montana
$277K -$31.3K -2,318 -10%
PP
120
Patron Partners
Texas
$275K -$1.75K -130 -0.6%
AAA
121
AG Asset Advisory
California
$270K -$724K -53,656 -72%
Barclays
122
Barclays
United Kingdom
$269K +$282K +20,850 New
MMA
123
Miracle Mile Advisors
California
$263K +$19.7K +1,458 +8%
SG
124
StoneX Group
New York
$263K +$274K +20,325 New
SFS
125
Sowell Financial Services
Arkansas
$262K +$3.32K +246 +1%
3 4
5
6 7

PTY Hedge Fund Activity: Q4 2025 in Review

217 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q4 2025, worth a combined $438M — up 8.8% from $403M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PTY positions and 26 closed out — a net gain of 19 holders — while 70 added to existing stakes and 60 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $16.8M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $6.85M sold.

  • 217 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q4 2025, up from 202 in Q3 2025.
  • Funds reported $438M of PIMCO Corporate & Income Opportunity Fund stock for Q4 2025, up 8.8% quarter-over-quarter.
  • 45 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q4 2025 and 26 closed out, a net change of +19 holders.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q4 2025 was Rivernorth Capital Management, an estimated $16.8M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q4 2025 was Axxcess Wealth Management, an estimated $6.85M sold.

Based on aggregated 13F filings for Q4 2025.