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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
VWWMG
176
Vermillion & White Wealth Management Group
Pennsylvania
$27.6K +$668 +49 +3%
KWM
177
Kiker Wealth Management
Georgia
$27.3K
CA
178
CoreCap Advisors
Michigan
$27.1K -$27.3K -2,000 -51%
POIA
179
Pin Oak Investment Advisors
Texas
$24K +$6.91K +507 +42%
HWA
180
Heritage Wealth Advisors
Virginia
$22.5K
BWL
181
Bogart Wealth LLC
Virginia
$22.3K
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$22.2K +$21.8K +1,599 New
TSMHT
183
Thurston Springer Miller Herd & Titak
Indiana
$20.9K
AssetMark Inc
184
AssetMark Inc
California
$18.3K -$21.8K -1,600 -55%
PGAM
185
Princeton Global Asset Management
New Jersey
$17.2K +$422 +31 +3%
SC
186
Swan Capital
Florida
$15.5K
GWM
187
Geneos Wealth Management
Colorado
$11.8K -$16.9K -1,240 -59%
CA
188
Crewe Advisors
Utah
$11.8K
MFT
189
Moisand Fitzgerald Tamayo
Florida
$10.4K
US Bancorp
190
US Bancorp
Minnesota
$9.95K
AWM
191
AllSquare Wealth Management
New York
$9.74K
FFO
192
Fortitude Family Office
Arizona
$9.74K
SAM
193
Smartleaf Asset Management
Massachusetts
$8.29K
CMP
194
Coston McIsaac & Partners
Maine
$8K +$218 +16 +3%
BWAM
195
Boyd Watterson Asset Management
Ohio
$6.96K
GC
196
Garde Capital
Washington
$5.56K
TCOV
197
Trust Company of Vermont
Vermont
$5.33K
FMP
198
Financial Management Professionals
Texas
$4.78K +$995 +73 +27%
PWA
199
Physician Wealth Advisors
Utah
$4.17K +$4.09K +300 New
SIS
200
Sound Income Strategies
Florida
$3.14K

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.