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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
CA
201
Crewe Advisors
Utah
$10.2K
AF
202
Align Financial
Minnesota
$9.02K -$12K -1,000 -57%
CI
203
CX Institutional
Indiana
$9K -$9.48K -790 -52%
MFT
204
Moisand Fitzgerald Tamayo
Florida
$8.96K
CMP
205
Coston McIsaac & Partners
Maine
$8K +$240 +20 +3%
SAM
206
Smartleaf Asset Management
Massachusetts
$7.22K
BWAM
207
Boyd Watterson Asset Management
Ohio
$6.01K
MCA
208
McGuire Capital Advisors
Oklahoma
$5.25K
AUB
209
Atlantic Union Bankshares
Virginia
$5.11K
LFG
210
Larson Financial Group
Missouri
$4.9K +$4.88K +407 New
GIA
211
GHP Investment Advisors
Colorado
$4.81K -$27K -2,250 -85%
AA
212
Ancora Advisors
Ohio
$3.61K
HWP
213
Highline Wealth Partners
California
$3.61K
PWA
214
Physician Wealth Advisors
Utah
$3.61K
JWA
215
JFS Wealth Advisors
Pennsylvania
$2.75K +$2.71K +226 New
KFP
216
Kerr Financial Planning
California
$2.43K -$72 -6 -3%
WSFS
217
Wilmington Savings Fund Society
Delaware
$2.41K
HI
218
Hoey Investments
Pennsylvania
$1.82K
SIS
219
Strategic Investment Solutions
Illinois
$1.6K +$396 +33 +33%
FHC
220
First Horizon Corporation
Tennessee
$1.2K +$1.2K +100 New
AssetMark Inc
221
AssetMark Inc
California
$1.18K -$6K -500 -84%
KFG
222
Kingdom Financial Group
Arizona
$48 -$5.34K -445 -99%
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$24
GSEP
224
Golden State Equity Partners
California
-$4.44M -368,364 Closed
SC
225
Shay Capital
New York
-$898K -74,470 Closed

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.