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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
SFS
151
Sowell Financial Services
Arkansas
$145K +$142K +10,399 New
SC
152
Scotia Capital
Ontario, Canada
$144K +$141K +10,341 New
SG
153
StoneX Group
New York
$143K -$87.9K -6,452 -39%
IWM
154
IHT Wealth Management
Illinois
$142K +$300 +22 +0.2%
SI
155
Stephens Inc
Arkansas
$142K
AWS
156
Atria Wealth Solutions
New York
$141K -$488K -35,798 -78%
IAIM
157
International Assets Investment Management
Florida
$139K +$137K +10,021 New
BAM
158
Belpointe Asset Management
Nevada
$139K -$237K -17,386 -63%
AAS
159
Ameritas Advisory Services
Nebraska
$115K +$112K +8,244 New
FFA
160
Farther Finance Advisors
California
$108K +$25.3K +1,859 +32%
EWA
161
EverSource Wealth Advisors
Alabama
$93.2K
HIA
162
Harbor Investment Advisory
Maryland
$85K
TWC
163
TD Waterhouse Canada
Ontario, Canada
$83.5K
CIA
164
Cape Investment Advisory
Georgia
$75.3K
SWM
165
Spire Wealth Management
Virginia
$62.3K -$41.2K -3,022 -40%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$53K +$7.43K +545 +17%
BONH
167
Bank of New Hampshire
New Hampshire
$47.6K
Jones Financial Companies
168
Jones Financial Companies
Missouri
$46.1K +$45.6K +3,350 New
FIA
169
FNY Investment Advisers
New York
$44K
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$43.4K -$14 -1 -0%
NWM
171
Nova Wealth Management
Florida
$42.1K
MCM
172
MAI Capital Management
Ohio
$41.7K -$4.09K -300 -9%
RIL
173
Rothschild Investment LLC
Illinois
$37.5K
VCM
174
Versant Capital Management
Arizona
$34.8K
WB
175
Webster Bank
Connecticut
$30.6K

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.