We are live on ! Find out more
PTY icon

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
TSS
151
Two Sigma Securities
New York
$167K +$30.1K +2,506 +22%
WS
152
Wedbush Securities
California
$163K -$17.2K -1,430 -10%
BlackRock
153
BlackRock
New York
$158K
AWM
154
AE Wealth Management
Kansas
$156K -$211K -17,607 -58%
TA
155
TPG Advisors
Illinois
$146K -$41.6K -3,465 -22%
CFM
156
Compass Financial Management
Florida
$145K +$145K +12,075 New
AF
157
Allworth Financial
California
$145K -$37.2K -3,100 -20%
SI
158
Stephens Inc
Arkansas
$144K +$4.96K +413 +4%
UCFA
159
United Capital Financial Advisors
Texas
$143K +$22.2K +1,847 +18%
MSA
160
McAlister Sweet & Associates
Texas
$142K +$142K +11,812 New
SFG
161
Stonebridge Financial Group
California
$139K +$138K +11,500 New
CAM
162
Cresset Asset Management
Illinois
$137K +$136K +11,301 New
SWP
163
Significant Wealth Partners
Illinois
$133K +$2.33K +194 +2%
BWP
164
BSW Wealth Partners
Colorado
$127K +$720 +60 +0.6%
IAIM
165
International Assets Investment Management
Florida
$126K +$936 +78 +0.8%
MG
166
Marex Group
$124K +$124K +10,300 New
CA
167
CoreCap Advisors
Michigan
$119K +$108K +9,000 +1,000%
NS
168
NBC Securities
Alabama
$110K -$20.2K -1,680 -16%
GRP
169
Global Retirement Partners
California
$106K +$106K +8,827 New
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$91.3K -$3.6K -300 -4%
PTC
171
Private Trust Company
Ohio
$87.1K -$362K -30,153 -81%
AAS
172
Ameritas Advisory Services
Nebraska
$74.7K +$74.5K +6,206 New
HIA
173
Harbor Investment Advisory
Maryland
$73.5K
AG
174
AmeriFlex Group
Nevada
$69.8K -$27.6K -2,300 -28%
GCP
175
Gill Capital Partners
Colorado
$68.1K

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.