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PIMCO Corporate & Income Opportunity Fund

201 hedge funds and large institutions have $362M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+13
Holders Change %
+6.91%
% 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
82
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PP
126
Patten & Patten
Tennessee
$225K +$225K +16,152 New
AAS
127
Avantax Advisory Services
Texas
$223K -$4.49K -323 -2%
AF
128
Allworth Financial
California
$216K +$147K +10,533 +210%
IFWM
129
Institute for Wealth Management
Colorado
$209K +$18.2K +1,306 +10%
DI
130
Disciplined Investments
Oklahoma
$209K
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$209K +$19K +1,366 +10%
SWP
132
Semus Wealth Partners
Florida
$207K +$668 +48 +0.3%
Creative Planning
133
Creative Planning
Kansas
$199K -$40.3K -2,899 -17%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$199K
PTC
135
Private Trust Company
Ohio
$196K
MWM
136
Modern Wealth Management
Kansas
$192K +$10.9K +784 +6%
BlackRock
137
BlackRock
New York
$189K
WS
138
Wedbush Securities
California
$186K -$60.4K -4,350 -25%
KPWS
139
Kestra Private Wealth Services
Texas
$170K +$170K +12,256 New
BFA
140
Beacon Financial Advisory
Ohio
$169K +$12.9K +929 +8%
IW
141
Instrumental Wealth
Florida
$167K +$3.7K +268 +2%
TA
142
TFG Advisers
Michigan
$167K -$4.45K -320 -3%
GRP
143
Global Retirement Partners
California
$160K +$160K +11,503 New
AWM
144
Apollon Wealth Management
South Carolina
$154K +$154K +11,095 New
NS
145
NBC Securities
Alabama
$152K -$1.96K -141 -1%
IAA
146
Independent Advisor Alliance
North Carolina
$148K
IAS
147
Insigneo Advisory Services
Florida
$145K
SFS
148
Sowell Financial Services
Arkansas
$145K +$145K +10,399 New
SC
149
Scotia Capital
Ontario, Canada
$144K +$144K +10,341 New
SG
150
StoneX Group
New York
$143K -$89.9K -6,452 -39%