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PIMCO Corporate & Income Opportunity Fund
PTY

202 hedge funds and large institutions have $403M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 91 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 43

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $369M → $403M (+$34.2M)

0.78% more ownership

Funds ownership: 14.56% → 15.34% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 204 → 202 (-2)

Holders
202
Holders Change
-2
Holders Change %
-0.98%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
91
Reduced
43
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.43M
2
SPIA
Steward Partners Investment Advisory
New York
+$3.13M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.53M
4
LPL Financial
LPL Financial
California
+$2.45M
5
GC
Guggenheim Capital
Illinois
+$2.27M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$5.44M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.07M
3
PA
Parallel Advisors
California
-$1.33M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.3M
5
OCM
Orleans Capital Management
Louisiana
-$548K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$251K +$43.1K +3,059 +21%
GF
127
Gries Financial
Ohio
$248K +$242K +17,167 New
Comerica Bank
128
Comerica Bank
Texas
$247K +$127 +9 +0.1%
HI
129
Harbour Investments
Wisconsin
$246K +$9.4K +668 +4%
AG
130
AmeriFlex Group
Nevada
$243K +$237K +16,800 New
FBB
131
Fulton Breakefield Broenniman
Maryland
$242K – – –
IFWM
132
Institute for Wealth Management
Colorado
$240K +$22.3K +1,583 +11%
PP
133
Patten & Patten
Tennessee
$239K +$5.83K +414 +3%
BPA
134
Beacon Pointe Advisors
California
$229K -$343K -24,369 -61%
AAS
135
Ameritas Advisory Services
Nebraska
$222K +$101K +7,162 +87%
AF
136
Allworth Financial
California
$222K -$2.69K -191 -1%
DI
137
Disciplined Investments
Oklahoma
$217K – – –
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$213K +$7.04K +500 +4%
PFS
139
Prospera Financial Services
Texas
$213K +$208K +14,751 New
BWA
140
Beam Wealth Advisors
Louisiana
$205K -$38.5K -2,736 -16%
WS
141
Wedbush Securities
California
$191K -$2.52K -179 -1%
IW
142
Instrumental Wealth
Florida
$183K +$17.3K +1,232 +10%
IAS
143
Insigneo Advisory Services
Florida
$181K +$29.6K +2,106 +20%
KPWS
144
Kestra Private Wealth Services
Texas
$177K – – –
CMP
145
Coston McIsaac & Partners
Maine
$174K +$161K +11,437 +1,842%
BFA
146
Beacon Financial Advisory
Ohio
$172K -$2.76K -196 -2%
GRP
147
Global Retirement Partners
California
$168K +$1.63K +116 +1%
SWP
148
Semus Wealth Partners
Florida
$165K -$48.1K -3,415 -23%
AWM
149
Apollon Wealth Management
South Carolina
$160K – – –
NS
150
NBC Securities
Alabama
$158K – – –
4 5
6
7 8

PTY Hedge Fund Activity: Q3 2025 in Review

202 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q3 2025, worth a combined $403M — up 9.3% from $369M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PTY positions and 19 closed out — a net gain of 3 holders — while 91 added to existing stakes and 43 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $5.43M. The largest seller was Cetera Investment Advisers, cutting an estimated $5.44M.

  • 202 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q3 2025, down from 204 in Q2 2025.
  • Funds reported $403M of PIMCO Corporate & Income Opportunity Fund stock for Q3 2025, up 9.3% quarter-over-quarter.
  • 22 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q3 2025 and 19 closed out, a net change of +3 holders.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q3 2025 was Northwestern Mutual Wealth Management, an estimated $5.43M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q3 2025 was Cetera Investment Advisers, an estimated $5.44M sold.

Based on aggregated 13F filings for Q3 2025.