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PIMCO Corporate & Income Opportunity Fund

199 hedge funds and large institutions have $360M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+11
Holders Change %
+5.85%
% of All Funds
2.67%
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
80
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
126
Allworth Financial
California
$216K +$147K +10,533 +210%
IFWM
127
Institute for Wealth Management
Colorado
$209K +$18.2K +1,306 +10%
DI
128
Disciplined Investments
Oklahoma
$209K
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$209K +$19K +1,366 +10%
SWP
130
Semus Wealth Partners
Florida
$207K +$668 +48 +0.3%
Creative Planning
131
Creative Planning
Kansas
$199K -$40.3K -2,899 -17%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$199K
PTC
133
Private Trust Company
Ohio
$196K
MWM
134
Modern Wealth Management
Kansas
$192K +$10.9K +784 +6%
BlackRock
135
BlackRock
New York
$189K
WS
136
Wedbush Securities
California
$186K -$60.4K -4,350 -25%
KPWS
137
Kestra Private Wealth Services
Texas
$170K +$170K +12,256 New
BFA
138
Beacon Financial Advisory
Ohio
$169K +$12.9K +929 +8%
IW
139
Instrumental Wealth
Florida
$167K +$3.7K +268 +2%
TA
140
TFG Advisers
Michigan
$167K -$4.45K -320 -3%
GRP
141
Global Retirement Partners
California
$160K +$160K +11,503 New
AWM
142
Apollon Wealth Management
South Carolina
$154K +$154K +11,095 New
NS
143
NBC Securities
Alabama
$152K -$1.96K -141 -1%
IAA
144
Independent Advisor Alliance
North Carolina
$148K
IAS
145
Insigneo Advisory Services
Florida
$145K
SFS
146
Sowell Financial Services
Arkansas
$145K +$145K +10,399 New
SC
147
Scotia Capital
Ontario, Canada
$144K +$144K +10,341 New
SG
148
StoneX Group
New York
$143K -$89.9K -6,452 -39%
IWM
149
IHT Wealth Management
Illinois
$142K +$306 +22 +0.2%
SI
150
Stephens Inc
Arkansas
$142K