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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
AP
176
Aspect Partners
Virginia
$25.2K +$24.6K +1,744 New
POIA
177
Pin Oak Investment Advisors
Texas
$24.9K – – –
BWL
178
Bogart Wealth LLC
Virginia
$23.1K – – –
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$21.7K -$22.8K -1,622 -52%
AssetMark Inc
180
AssetMark Inc
California
$20.6K +$1.51K +107 +8%
PGAM
181
Princeton Global Asset Management
New Jersey
$18.3K +$450 +32 +3%
JSAM
182
J. Safra Asset Management
New York
$16.7K +$16.3K +1,156 New
CA
183
Crewe Advisors
Utah
$12.3K – – –
GWM
184
Geneos Wealth Management
Colorado
$12.3K – – –
MFT
185
Moisand Fitzgerald Tamayo
Florida
$10.8K – – –
AWM
186
AllSquare Wealth Management
New York
$10.1K – – –
FFO
187
Fortitude Family Office
Arizona
$10.1K – – –
RFP
188
Root Financial Partners
California
$10.1K +$9.86K +700 New
SAM
189
Smartleaf Asset Management
Massachusetts
$8.67K – – –
BWAM
190
Boyd Watterson Asset Management
Ohio
$7.22K – – –
TCOV
191
Trust Company of Vermont
Vermont
$5.53K – – –
ASN
192
Advisory Services Network
Georgia
$4.38K +$4.27K +303 New
PWA
193
Physician Wealth Advisors
Utah
$4.33K – – –
CJ
194
Caitlin John
Michigan
$4.33K +$4.22K +300 New
HWP
195
Highline Wealth Partners
California
$4.33K +$4.22K +300 New
Russell Investments Group
196
Russell Investments Group
United Kingdom
$4.33K +$4.22K +300 New
SIS
197
Sound Income Strategies
Florida
$3.29K – – –
WSFS
198
Wilmington Savings Fund Society
Delaware
$2.89K +$2.82K +200 New
KFP
199
Kerr Financial Planning
California
$2.75K +$2.94K +209 New
HI
200
Hoey Investments
Pennsylvania
$2.18K – – –
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.