We are live on ! Find out more
PTY icon

PIMCO Corporate & Income Opportunity Fund

222 hedge funds and large institutions have $406M invested in PIMCO Corporate & Income Opportunity Fund in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 52

33% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 30

2% more funds holding

Funds holding: 217222 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.88% less ownership

Funds ownership: 17.69%15.82% (-1.9%)

7% less capital invested

Capital invested by funds: $438M → $406M (-$32.6M)

Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
40
Increased
83
Reduced
52
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
101
World Investment Advisors
California
$383K +$471 +37 +0.1%
SWP
102
Stratos Wealth Partners
Ohio
$376K +$396K +31,140 New
Lido Advisors
103
Lido Advisors
California
$373K +$4.15K +326 +1%
AWM
104
AE Wealth Management
Kansas
$369K -$722K -56,743 -65%
RDWM
105
Red Door Wealth Management
Tennessee
$363K
CWM
106
Collaborative Wealth Management
Florida
$360K
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$360K +$379K +29,815 New
WWM
108
Western Wealth Management
Colorado
$351K -$15.9K -1,253 -4%
ACP
109
Argyle Capital Partners
California
$320K
BRWA
110
B. Riley Wealth Advisors
Florida
$310K -$9.07K -713 -3%
CH
111
CDKV Holdings
Colorado
$306K +$178 +14 +0.1%
BPA
112
Beacon Pointe Advisors
California
$302K +$169K +13,252 +112%
BAM
113
Belpointe Asset Management
Nevada
$302K -$51.8K -4,069 -14%
CF
114
Centaurus Financial
California
$301K +$24.2K +1,898 +8%
PAS
115
Park Avenue Securities
New York
$295K
Northern Trust
116
Northern Trust
Illinois
$294K
TMWM
117
Taylor & Morgan Wealth Management
Michigan
$285K +$7.86K +618 +3%
KWM
118
Kingsview Wealth Management
Oregon
$278K -$80K -6,288 -21%
WCL
119
Wealth Care LLC
Florida
$278K +$293K +23,062 New
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$273K -$2.02K -159 -0.7%
IWM
121
Iams Wealth Management
Nebraska
$265K
Creative Planning
122
Creative Planning
Kansas
$259K -$37K -2,904 -12%
PP
123
Patron Partners
Texas
$258K +$1.15K +90 +0.4%
SFC
124
SYM Financial Corp
Indiana
$243K +$11.2K +881 +5%
FFA
125
Farther Finance Advisors
California
$239K +$80.7K +6,343 +48%