PIMCO Corporate & Income Opportunity Fund
190 hedge funds and large institutions have $337M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 91 increasing their positions, 36 reducing their positions, and 15 closing their positions.
153% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 36
6% more capital invested
Capital invested by funds: $318M → $337M (+$18.9M)
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less funds holding
Funds holding: 194 → 190 (-4)
7.14% less ownership
Funds ownership: 19.98% → 12.83% (-7.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.13M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.73M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.47M |
| 5 |
SA
Sovran Advisors
San Diego,
California
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$4.19M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$678K |
| 3 |
GS
GWN Securities
Palm Beach Gardens,
Florida
|
-$549K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$498K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$425K |
PTY Hedge Fund Activity: Q1 2025 in Review
190 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q1 2025, worth a combined $337M — up 6% from $318M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PTY positions and 15 closed out — a net gain of 1 holder — while 91 added to existing stakes and 36 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $7.7M. The largest seller was Independent Advisor Alliance, cutting an estimated $4.19M.
- 190 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q1 2025, down from 194 in Q4 2024.
- Funds reported $337M of PIMCO Corporate & Income Opportunity Fund stock for Q1 2025, up 6% quarter-over-quarter.
- 16 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q1 2025 and 15 closed out, a net change of +1 holder.
- The largest PIMCO Corporate & Income Opportunity Fund buyer in Q1 2025 was Cetera Investment Advisers, an estimated $7.7M added.
- The largest PIMCO Corporate & Income Opportunity Fund seller in Q1 2025 was Independent Advisor Alliance, an estimated $4.19M sold.
Based on aggregated 13F filings for Q1 2025.