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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
PA
176
Parallel Advisors
California
$67.4K +$13.8K +1,150 +26%
EIP
177
Essential Investment Partners
Colorado
$66.2K +$19.8K +1,650 +43%
MIM
178
Marshall Investment Management
Colorado
$58.7K +$1.78K +148 +3%
SWM
179
Spire Wealth Management
Virginia
$53.9K +$12 +1 +0%
BCWM
180
Bartlett & Co Wealth Management
Ohio
$48.1K +$6.23K +519 +15%
CIA
181
Cape Investment Advisory
Georgia
$45.5K +$45.4K +3,783 New
EWA
182
EverSource Wealth Advisors
Alabama
$41.5K -$66K -5,500 -61%
BONH
183
Bank of New Hampshire
New Hampshire
$41.2K
FIA
184
FNY Investment Advisers
New York
$38K
CA
185
Continuum Advisory
Idaho
$37K +$36.9K +3,072 New
NWM
186
Nova Wealth Management
Florida
$36.4K
RIL
187
Rothschild Investment LLC
Illinois
$32.4K
VCM
188
Versant Capital Management
Arizona
$30.1K
WB
189
Webster Bank
Connecticut
$26.5K
HWA
190
Heritage Wealth Advisors
Virginia
$23.1K
EB
191
Eastern Bank
Massachusetts
$21.7K
BWL
192
Bogart Wealth LLC
Virginia
$19.2K
PWPS
193
Pinnacle Wealth Planning Services
Ohio
$18K
PGAM
194
Princeton Global Asset Management
New Jersey
$16.5K +$468 +39 +3%
POIA
195
Pin Oak Investment Advisors
Texas
$16K +$1.2K +100 +8%
AIM
196
Axiom Investment Management
New York
$14.7K
IA
197
IFG Advisory
Georgia
$13K +$13K +1,082 New
MA
198
MCF Advisors
Kentucky
$12.9K +$12.8K +1,069 New
SIC
199
Salem Investment Counselors
North Carolina
$12.1K +$11.7K +975 +3,900%
KCM
200
Key Capital Management
Tennessee
$12.1K +$12.1K +1,008 New

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.