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PIMCO Corporate & Income Opportunity Fund

222 hedge funds and large institutions have $421M invested in PIMCO Corporate & Income Opportunity Fund in 2026 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 64

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

4% more capital invested

Capital invested by funds: $406M → $421M (+$15.6M)

0.67% more ownership

Funds ownership: 15.82%16.49% (+0.67%)

0% more funds holding

Funds holding: 222222 (0)

Holders
222
Holders Change
Holders Change %
0%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
30
Increased
88
Reduced
64
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
126
VestGen Advisors
Illinois
$233K
Creative Planning
127
Creative Planning
Kansas
$229K -$28.9K -2,406 -11%
GVAG
128
Great Valley Advisor Group
Delaware
$227K +$5.92K +493 +3%
IAS
129
Insigneo Advisory Services
Florida
$225K +$5.57K +464 +3%
AAM
130
Advisors Asset Management
Colorado
$219K +$213K +17,723 +3,545%
DADC
131
D.A. Davidson & Co
Montana
$219K +$4.64K +387 +2%
WAAG
132
Wealth Alliance Advisory Group
Kansas
$219K +$4.3K +358 +2%
PP
133
Patten & Patten
Tennessee
$216K +$6.2K +517 +3%
HAG
134
HighPoint Advisor Group
Illinois
$211K +$6.78K +565 +3%
VCP
135
Verus Capital Partners
Arizona
$204K -$27.2K -2,268 -12%
FBB
136
Fulton Breakefield Broenniman
Maryland
$201K
FFA
137
Farther Finance Advisors
California
$197K -$38.1K -3,174 -16%
BFM
138
Boothbay Fund Management
New York
$189K +$12K +996 +7%
IWC
139
Integrated Wealth Concepts
Massachusetts
$187K +$186K +15,539 New
Corient Private Wealth
140
Corient Private Wealth
Florida
$186K +$186K +15,471 New
ML
141
McAdam LLC
Pennsylvania
$184K
WBG
142
Wharton Business Group
Pennsylvania
$181K +$5.2K +433 +3%
DI
143
Disciplined Investments
Oklahoma
$180K
RG
144
Rathbones Group
United Kingdom
$180K
BFA
145
Beacon Financial Advisory
Ohio
$177K +$3.66K +305 +2%
MWP
146
Madison Wealth Partners
Wisconsin
$176K -$60K -5,000 -25%
IW
147
Instrumental Wealth
Florida
$175K +$15K +1,253 +9%
SC
148
Scotia Capital
Ontario, Canada
$172K +$14.2K +1,185 +9%
IAA
149
Independent Advisor Alliance
North Carolina
$170K -$4.29M -357,679 -96%
KWM
150
Kingsview Wealth Management
Oregon
$169K -$108K -9,037 -39%

PTY Hedge Fund Activity: Q2 2026 in Review

222 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q2 2026, worth a combined $421M — up 3.9% from $406M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PTY positions and 27 closed out — a net gain of 3 holders — while 88 added to existing stakes and 64 trimmed.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $7.5M. The largest seller was Golden State Equity Partners, exiting entirely with an estimated $4.44M sold.

  • 222 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $421M of PIMCO Corporate & Income Opportunity Fund stock for Q2 2026, up 3.9% quarter-over-quarter.
  • 30 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q2 2026 and 27 closed out, a net change of +3 holders.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q2 2026 was Axxcess Wealth Management, an estimated $7.5M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q2 2026 was Golden State Equity Partners, an estimated $4.44M sold.

Based on aggregated 13F filings for Q2 2026.