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PIMCO Corporate & Income Opportunity Fund

222 hedge funds and large institutions have $406M invested in PIMCO Corporate & Income Opportunity Fund in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 52

33% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 30

2% more funds holding

Funds holding: 217222 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.88% less ownership

Funds ownership: 17.69%15.82% (-1.9%)

7% less capital invested

Capital invested by funds: $438M → $406M (-$32.6M)

Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
40
Increased
83
Reduced
52
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$7.21K +$6.36K +500 +510%
SAM
202
Smartleaf Asset Management
Massachusetts
$7.04K
BWAM
203
Boyd Watterson Asset Management
Ohio
$6.03K
AAM
204
Advisors Asset Management
Colorado
$6.03K +$6.36K +500 New
BHWM
205
Beaird Harris Wealth Management
Texas
$5.73K +$6.04K +475 New
KFG
206
Kingdom Financial Group
Arizona
$5.42K +$5.71K +449 New
LAS
207
Lloyd Advisory Services
Georgia
$5.42K +$5.71K +449 New
MCA
208
McGuire Capital Advisors
Oklahoma
$5.26K
AUB
209
Atlantic Union Bankshares
Virginia
$5.13K +$5.41K +425 New
ASN
210
Advisory Services Network
Georgia
$3.65K +$3.86K +303 New
HWP
211
Highline Wealth Partners
California
$3.62K
PWA
212
Physician Wealth Advisors
Utah
$3.62K
AA
213
Ancora Advisors
Ohio
$3.62K +$3.82K +300 New
GWM
214
Geneos Wealth Management
Colorado
$3.02K -$7.63K -600 -71%
SIS
215
Sound Income Strategies
Florida
$2.75K
KFP
216
Kerr Financial Planning
California
$2.55K -$64 -5 -2%
WSFS
217
Wilmington Savings Fund Society
Delaware
$2.41K
S
218
SignatureFD
Georgia
$2.41K +$2.54K +200 New
HI
219
Hoey Investments
Pennsylvania
$1.82K
SIS
220
Strategic Investment Solutions
Illinois
$1.21K +$1.27K +100 New
SIC
221
Salem Investment Counselors
North Carolina
$302 +$318 +25 New
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$24
MG
223
Marex Group
-$3.51M -271,902 Closed
LCM
224
Landscape Capital Management
New Jersey
-$1.1M -85,254 Closed
JWCA
225
J.W. Cole Advisors
Florida
-$800K -61,981 Closed