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PIMCO Corporate & Income Opportunity Fund

204 hedge funds and large institutions have $369M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

118% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 39

9% more capital invested

Capital invested by funds: $337M → $369M (+$31.9M)

7% more funds holding

Funds holding: 190204 (+14)

1.73% more ownership

Funds ownership: 12.83%14.56% (+1.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
204
Holders Change
+14
Holders Change %
+7.37%
% of All Funds
2.69%
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
85
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
126
Beam Wealth Advisors
Louisiana
$235K +$5.82K +427 +3%
FBB
127
Fulton Breakefield Broenniman
Maryland
$233K
HI
128
Harbour Investments
Wisconsin
$228K +$30K +2,200 +15%
PP
129
Patten & Patten
Tennessee
$225K +$220K +16,152 New
AAS
130
Avantax Advisory Services
Texas
$223K -$4.4K -323 -2%
AF
131
Allworth Financial
California
$216K +$144K +10,533 +210%
IFWM
132
Institute for Wealth Management
Colorado
$209K +$17.8K +1,306 +10%
DI
133
Disciplined Investments
Oklahoma
$209K
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$209K +$18.6K +1,366 +10%
SWP
135
Semus Wealth Partners
Florida
$207K +$654 +48 +0.3%
Creative Planning
136
Creative Planning
Kansas
$199K -$39.5K -2,899 -17%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$199K
PTC
138
Private Trust Company
Ohio
$196K
MWM
139
Modern Wealth Management
Kansas
$192K +$10.7K +784 +6%
BlackRock
140
BlackRock
New York
$189K
WS
141
Wedbush Securities
California
$186K -$59.3K -4,350 -25%
KPWS
142
Kestra Private Wealth Services
Texas
$170K +$167K +12,256 New
BFA
143
Beacon Financial Advisory
Ohio
$169K +$12.7K +929 +8%
IW
144
Instrumental Wealth
Florida
$167K +$3.65K +268 +2%
TA
145
TFG Advisers
Michigan
$167K -$4.36K -320 -3%
GRP
146
Global Retirement Partners
California
$160K +$157K +11,503 New
AWM
147
Apollon Wealth Management
South Carolina
$154K +$151K +11,095 New
NS
148
NBC Securities
Alabama
$152K -$1.92K -141 -1%
IAA
149
Independent Advisor Alliance
North Carolina
$148K
IAS
150
Insigneo Advisory Services
Florida
$145K

PTY Hedge Fund Activity: Q2 2025 in Review

204 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q2 2025, worth a combined $369M — up 9.5% from $337M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PTY positions and 13 closed out — a net gain of 16 holders — while 85 added to existing stakes and 39 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $16.1M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.04M.

  • 204 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q2 2025, up from 190 in Q1 2025.
  • Funds reported $369M of PIMCO Corporate & Income Opportunity Fund stock for Q2 2025, up 9.5% quarter-over-quarter.
  • 29 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q2 2025 and 13 closed out, a net change of +16 holders.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q2 2025 was Invesco, an estimated $16.1M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q2 2025 was Commonwealth Equity Services, an estimated $2.04M sold.

Based on aggregated 13F filings for Q2 2025.