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PIMCO Corporate & Income Opportunity Fund
PTY

217 hedge funds and large institutions have $438M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 70 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

17% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 60

9% more capital invested

Capital invested by funds: $403M → $438M (+$35.4M)

7% more funds holding

Funds holding: 202 → 217 (+15)

2.35% more ownership

Funds ownership: 15.34% → 17.69% (+2.4%)

Holders
217
Holders Change
+15
Holders Change %
+7.43%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
45
Increased
70
Reduced
60
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$16.8M
2
LSC
Logan Stone Capital
Illinois
+$12.8M
3
Wells Fargo
Wells Fargo
California
+$5.73M
4
MG
Marex Group
+$3.67M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.22M

Top Sellers

1
AWM
Axxcess Wealth Management
California
-$6.85M
2
SPIA
Steward Partners Investment Advisory
New York
-$4.96M
3
Bank of America
Bank of America
North Carolina
-$4.23M
4
Raymond James Financial
Raymond James Financial
Florida
-$2.75M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nomura Holdings
126
Nomura Holdings
Japan
$255K +$267K +19,800 New
MWP
127
Madison Wealth Partners
Wisconsin
$253K -$287K -21,248 -52%
VCP
128
Verus Capital Partners
Arizona
$251K +$2.58K +191 +1%
VA
129
VestGen Advisors
Illinois
$250K -$47.3K -3,500 -15%
SFC
130
SYM Financial Corp
Indiana
$248K +$8.18K +606 +3%
PFS
131
Prospera Financial Services
Texas
$241K +$52.7K +3,902 +26%
CL
132
Choreo LLC
Illinois
$235K -$66.1K -4,893 -21%
GVAG
133
Great Valley Advisor Group
Delaware
$232K -$7.36K -545 -3%
WAAG
134
Wealth Alliance Advisory Group
Kansas
$230K – – –
Comerica Bank
135
Comerica Bank
Texas
$227K +$6.58K +487 +3%
CG
136
CFO4Life Group
Texas
$225K – – –
PP
137
Patten & Patten
Tennessee
$219K +$5.81K +430 +3%
FBB
138
Fulton Breakefield Broenniman
Maryland
$216K – – –
IFWM
139
Institute for Wealth Management
Colorado
$215K +$675 +50 +0.3%
GWM
140
GSB Wealth Management
Connecticut
$212K -$54.3K -4,023 -20%
ML
141
McAdam LLC
Pennsylvania
$198K +$207K +15,317 New
AF
142
Allworth Financial
California
$196K -$2.71K -201 -1%
DI
143
Disciplined Investments
Oklahoma
$194K – – –
HAG
144
HighPoint Advisor Group
Illinois
$190K +$199K +14,750 New
IAA
145
Independent Advisor Alliance
North Carolina
$182K +$47.5K +3,521 +33%
TSS
146
Two Sigma Securities
New York
$181K -$68.8K -5,093 -27%
BFA
147
Beacon Financial Advisory
Ohio
$174K +$21.4K +1,583 +13%
IAS
148
Insigneo Advisory Services
Florida
$174K +$13.1K +970 +8%
IW
149
Instrumental Wealth
Florida
$171K -$594 -44 -0.3%
FFA
150
Farther Finance Advisors
California
$171K +$64.3K +4,763 +56%
4 5
6
7 8

PTY Hedge Fund Activity: Q4 2025 in Review

217 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q4 2025, worth a combined $438M — up 8.8% from $403M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PTY positions and 26 closed out — a net gain of 19 holders — while 70 added to existing stakes and 60 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $16.8M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $6.85M sold.

  • 217 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q4 2025, up from 202 in Q3 2025.
  • Funds reported $438M of PIMCO Corporate & Income Opportunity Fund stock for Q4 2025, up 8.8% quarter-over-quarter.
  • 45 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q4 2025 and 26 closed out, a net change of +19 holders.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q4 2025 was Rivernorth Capital Management, an estimated $16.8M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q4 2025 was Axxcess Wealth Management, an estimated $6.85M sold.

Based on aggregated 13F filings for Q4 2025.