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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
ITIM
201
Indiana Trust & Investment Management
Indiana
$8.37K +$8.76K +649 New
CMP
202
Coston McIsaac & Partners
Maine
$8K -$154K -11,402 -95%
SAM
203
Smartleaf Asset Management
Massachusetts
$7.8K – – –
RFP
204
Root Financial Partners
California
$6.45K -$2.7K -200 -29%
BWAM
205
Boyd Watterson Asset Management
Ohio
$6.45K – – –
MCA
206
McGuire Capital Advisors
Oklahoma
$5.62K +$5.89K +436 New
TCOV
207
Trust Company of Vermont
Vermont
$4.94K – – –
HWP
208
Highline Wealth Partners
California
$3.87K – – –
PWA
209
Physician Wealth Advisors
Utah
$3.87K – – –
SIS
210
Sound Income Strategies
Florida
$2.95K – – –
KFP
211
Kerr Financial Planning
California
$2.79K +$68 +5 +2%
WSFS
212
Wilmington Savings Fund Society
Delaware
$2.58K – – –
HI
213
Hoey Investments
Pennsylvania
$1.95K – – –
CT
214
Coastline Trust
Rhode Island
$1.29K – – –
AssetMark Inc
215
AssetMark Inc
California
$1.26K -$17.9K -1,328 -93%
TRCT
216
Tower Research Capital (TRC)
New York
$800 +$837 +62 New
DJSG
217
D.J. St. Germain
Massachusetts
$464 +$486 +36 New
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$26 – – –
AWM
219
Axxcess Wealth Management
California
– -$6.85M -474,234 Closed
CPRC
220
Consolidated Portfolio Review Corp
New York
– -$1.9M -131,458 Closed
CCWA
221
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.74M -120,499 Closed
M&T Bank
222
M&T Bank
New York
– -$1.7M -117,987 Closed
IA
223
Integrity Alliance
Iowa
– -$1.54M -106,477 Closed
CAGAS
224
Capital Advisory Group Advisory Services
Minnesota
– -$670K -46,365 Closed
IF
225
Integrity Financial
Wyoming
– -$596K -40,921 Closed
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.