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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
CT
201
Coastline Trust
Rhode Island
$1.44K +$1.41K +100 New
DFA
202
DHJJ Financial Advisors
Illinois
$29 – – –
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$29 – – –
Balyasny Asset Management
204
Balyasny Asset Management
Illinois
– -$1.3M -93,692 Closed
ACM
205
Arlington Capital Management
Illinois
– -$434K -31,211 Closed
T
206
Tableaux
Massachusetts
– -$342K -24,570 Closed
RG
207
Rathbones Group
United Kingdom
– -$334K -24,000 Closed
GCP
208
Gill Capital Partners
Colorado
– -$260K -18,686 Closed
BlackRock
209
BlackRock
New York
– -$189K -13,575 Closed
SC
210
Scotia Capital
Ontario, Canada
– -$144K -10,341 Closed
SG
211
StoneX Group
New York
– -$143K -10,241 Closed
Jones Financial Companies
212
Jones Financial Companies
Missouri
– -$46.1K -3,350 Closed
VWWMG
213
Vermillion & White Wealth Management Group
Pennsylvania
– -$27.6K -1,986 Closed
KWM
214
Kiker Wealth Management
Georgia
– -$27.3K -1,965 Closed
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
– -$22.2K -1,599 Closed
TSMHT
216
Thurston Springer Miller Herd & Titak
Indiana
– -$20.9K -1,500 Closed
SC
217
Swan Capital
Florida
– -$15.5K -1,115 Closed
US Bancorp
218
US Bancorp
Minnesota
– -$9.95K -715 Closed
GC
219
Garde Capital
Washington
– -$5.56K -400 Closed
FMP
220
Financial Management Professionals
Texas
– -$4.78K -341 Closed
TIM
221
Total Investment Management
Arizona
– -$196 -14 Closed
TRCT
222
Tower Research Capital (TRC)
New York
– -$153 -11 Closed
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.