We are live on ! Find out more
PTY icon

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
CIA
176
Cape Investment Advisory
Georgia
$48.8K – – –
BONH
177
Bank of New Hampshire
New Hampshire
$44.2K – – –
GAFA
178
Garton & Associates Financial Advisors
Kentucky
$42K +$44K +3,256 New
FIA
179
FNY Investment Advisers
New York
$41K – – –
NWM
180
Nova Wealth Management
Florida
$39K – – –
MCM
181
MAI Capital Management
Ohio
$38.7K – – –
RIL
182
Rothschild Investment LLC
Illinois
$34.8K – – –
VCM
183
Versant Capital Management
Arizona
$32.3K – – –
WB
184
Webster Bank
Connecticut
$28.4K – – –
VWWMG
185
Vermillion & White Wealth Management Group
Pennsylvania
$27K +$28.2K +2,090 New
HWA
186
Heritage Wealth Advisors
Virginia
$24.8K – – –
EB
187
Eastern Bank
Massachusetts
$23.2K – – –
BWL
188
Bogart Wealth LLC
Virginia
$20.6K – – –
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$19.4K – – –
PWPS
190
Pinnacle Wealth Planning Services
Ohio
$19.4K +$20.3K +1,500 New
CI
191
CX Institutional
Indiana
$19K -$10.1K -750 -34%
CA
192
CoreCap Advisors
Michigan
$16.8K -$8.78K -650 -33%
PGAM
193
Princeton Global Asset Management
New Jersey
$16.8K +$446 +33 +3%
POIA
194
Pin Oak Investment Advisors
Texas
$16K -$6.84K -507 -30%
CA
195
Crewe Advisors
Utah
$11K – – –
GWM
196
Geneos Wealth Management
Colorado
$11K – – –
FHA
197
Flagship Harbor Advisors
Massachusetts
$9.71K +$10.2K +752 New
MFT
198
Moisand Fitzgerald Tamayo
Florida
$9.61K – – –
FFO
199
Fortitude Family Office
Arizona
$9.03K – – –
MSFP
200
Mark Sheptoff Financial Planning
Connecticut
$9.03K +$9.45K +700 New
6 7
8
9 10

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.