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PIMCO Corporate & Income Opportunity Fund
PTY

190 hedge funds and large institutions have $337M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 91 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 36

6% more capital invested

Capital invested by funds: $318M → $337M (+$18.9M)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less funds holding

Funds holding: 194 → 190 (-4)

7.14% less ownership

Funds ownership: 19.98% → 12.83% (-7.1%)

Holders
190
Holders Change
-4
Holders Change %
-2.06%
% of All Funds
2.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
91
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.7M
2
LPL Financial
LPL Financial
California
+$3.13M
3
Wells Fargo
Wells Fargo
California
+$2.73M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.47M
5
SA
Sovran Advisors
California
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$4.19M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$678K
3
GS
GWN Securities
Florida
-$549K
4
Citadel Advisors
Citadel Advisors
Florida
-$498K
5
KAS
Kestra Advisory Services
Texas
-$425K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
126
SFI Advisors
New Jersey
$201K – – –
IFWM
127
Institute for Wealth Management
Colorado
$199K +$12.5K +860 +7%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$197K -$14.8K -1,019 -7%
BlackRock
129
BlackRock
New York
$196K -$49.9K -3,425 -20%
ACI
130
Alpha Cubed Investments
California
$195K +$42.2K +2,898 +27%
MWM
131
Modern Wealth Management
Kansas
$189K +$10.3K +711 +6%
TA
132
TFG Advisers
Michigan
$178K +$1.63K +112 +0.9%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$167K -$678K -46,594 -80%
BFA
134
Beacon Financial Advisory
Ohio
$162K +$9.14K +628 +6%
IW
135
Instrumental Wealth
Florida
$161K – – –
NS
136
NBC Securities
Alabama
$160K +$161K +11,085 +100,773%
KWM
137
Kingsview Wealth Management
Oregon
$159K +$160K +10,966 New
IAA
138
Independent Advisor Alliance
North Carolina
$153K -$4.19M -287,706 -96%
IAS
139
Insigneo Advisory Services
Florida
$151K +$5.68K +390 +4%
SI
140
Stephens Inc
Arkansas
$147K +$148K +10,200 New
IWM
141
IHT Wealth Management
Illinois
$147K +$291 +20 +0.2%
SBIA
142
Sheaff Brock Investment Advisors
Indiana
$146K +$147K +10,126 New
CA
143
Cornerstone Advisory
Maryland
$138K -$14.6K -1,000 -9%
SWM
144
Spire Wealth Management
Virginia
$108K +$2.77K +190 +3%
EWA
145
EverSource Wealth Advisors
Alabama
$96.9K – – –
HIA
146
Harbor Investment Advisory
Maryland
$88.3K – – –
TWC
147
TD Waterhouse Canada
Ontario, Canada
$86.8K – – –
FFA
148
Farther Finance Advisors
California
$85.2K +$46.2K +3,176 +118%
CIA
149
Cape Investment Advisory
Georgia
$78.3K +$78.8K +5,415 New
AF
150
Allworth Financial
California
$67.5K – – –
4 5
6
7 8

PTY Hedge Fund Activity: Q1 2025 in Review

190 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q1 2025, worth a combined $337M — up 6% from $318M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PTY positions and 15 closed out — a net gain of 1 holder — while 91 added to existing stakes and 36 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $7.7M. The largest seller was Independent Advisor Alliance, cutting an estimated $4.19M.

  • 190 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q1 2025, down from 194 in Q4 2024.
  • Funds reported $337M of PIMCO Corporate & Income Opportunity Fund stock for Q1 2025, up 6% quarter-over-quarter.
  • 16 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q1 2025 and 15 closed out, a net change of +1 holder.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q1 2025 was Cetera Investment Advisers, an estimated $7.7M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q1 2025 was Independent Advisor Alliance, an estimated $4.19M sold.

Based on aggregated 13F filings for Q1 2025.