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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
MWM
151
Modern Wealth Management
Kansas
$158K -$40.9K -2,906 -21%
IAA
152
Independent Advisor Alliance
North Carolina
$153K – – –
SI
153
Stephens Inc
Arkansas
$147K – – –
TA
154
TFB Advisors
Kansas
$146K +$144K +10,197 New
IWM
155
IHT Wealth Management
Illinois
$146K -$1.32K -94 -0.9%
IAIM
156
International Assets Investment Management
Florida
$139K – – –
EWA
157
EverSource Wealth Advisors
Alabama
$129K +$31.7K +2,250 +34%
FFA
158
Farther Finance Advisors
California
$122K +$10.3K +735 +10%
PA
159
Parallel Advisors
California
$102K -$1.33M -94,377 -93%
HIA
160
Harbor Investment Advisory
Maryland
$88.2K – – –
TWC
161
TD Waterhouse Canada
Ontario, Canada
$85.9K – – –
SWM
162
Spire Wealth Management
Virginia
$73.3K +$8.46K +601 +13%
CIA
163
Cape Investment Advisory
Georgia
$54.6K -$23K -1,632 -30%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$52K -$2.63K -187 -5%
BONH
165
Bank of New Hampshire
New Hampshire
$49.5K – – –
FIA
166
FNY Investment Advisers
New York
$46K – – –
NWM
167
Nova Wealth Management
Florida
$43.7K – – –
MCM
168
MAI Capital Management
Ohio
$43.3K – – –
RIL
169
Rothschild Investment LLC
Illinois
$38.9K – – –
VCM
170
Versant Capital Management
Arizona
$36.1K – – –
CI
171
CX Institutional
Indiana
$32K +$31.3K +2,224 New
WB
172
Webster Bank
Connecticut
$31.8K – – –
CA
173
CoreCap Advisors
Michigan
$28.2K – – –
HWA
174
Heritage Wealth Advisors
Virginia
$27.7K +$4.22K +300 +19%
EB
175
Eastern Bank
Massachusetts
$26K +$25.3K +1,800 New
5 6
7
8 9

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.