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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
BlackRock
151
BlackRock
New York
$170K +$178K +13,160 New
SC
152
Scotia Capital
Ontario, Canada
$169K +$177K +13,074 New
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$161K +$168K +12,463 New
BPA
154
Beacon Pointe Advisors
California
$152K -$54.7K -4,055 -26%
GRP
155
Global Retirement Partners
California
$151K +$1.62K +120 +1%
WS
156
Wedbush Securities
California
$151K -$20.2K -1,497 -11%
AA
157
Advisory Advocates
Michigan
$149K +$156K +11,541 New
NS
158
NBC Securities
Alabama
$140K -$1.72K -127 -1%
SI
159
Stephens Inc
Arkansas
$132K – – –
EWM
160
Elevatus Welath Management
New York
$131K +$137K +10,131 New
IAIM
161
International Assets Investment Management
Florida
$129K +$108 +8 +0.1%
Corient Private Wealth
162
Corient Private Wealth
Florida
$117K +$139K +10,274 New
EWA
163
EverSource Wealth Advisors
Alabama
$115K – – –
AG
164
AmeriFlex Group
Nevada
$104K -$117K -8,700 -52%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$99K -$95.8K -7,099 -48%
TFA
166
Toth Financial Advisory
Virginia
$94.2K +$98.6K +7,300 New
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$82K +$37.1K +2,751 +76%
HIA
168
Harbor Investment Advisory
Maryland
$78.8K – – –
TWC
169
TD Waterhouse Canada
Ontario, Canada
$77.3K – – –
PA
170
Parallel Advisors
California
$69.8K -$22.1K -1,639 -23%
EPG
171
Estate Planners Group
Pennsylvania
$64.6K +$67.6K +5,010 New
SWM
172
Spire Wealth Management
Virginia
$57.8K -$8.09K -599 -12%
BCWM
173
Bartlett & Co Wealth Management
Ohio
$56K +$58K +4,298 New
CA
174
Cresta Advisors
Texas
$51.6K +$54K +4,000 New
EIPL
175
Essential Investment Partners LLC
Colorado
$49.7K +$52K +3,850 New
5 6
7
8 9

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.