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PIMCO Corporate & Income Opportunity Fund

201 hedge funds and large institutions have $362M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+13
Holders Change %
+6.91%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
29
Increased
82
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$36.2M +$2.09M +150,214 +6%
Morgan Stanley
2
Morgan Stanley
New York
$35.7M +$789K +56,750 +2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$27.3M +$3.12M +224,390 +13%
XF
4
XML Financial
Maryland
$21M +$294K +21,167 +1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$20.4M +$369K +26,532 +2%
Invesco
6
Invesco
Georgia
$16.4M +$16.4M +1,179,006 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$13M -$2.09M -149,988 -14%
Raymond James Financial
8
Raymond James Financial
Florida
$10.1M -$940K -67,612 -9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.58M +$1.12M +80,397 +13%
Bank of America
10
Bank of America
North Carolina
$8.86M +$811K +58,280 +10%
Osaic Holdings
11
Osaic Holdings
Arizona
$8.85M -$875K -60,862 -9%
PI
12
PFG Investments
New York
$8.32M +$120K +8,607 +1%
PAG
13
Private Advisor Group
New Jersey
$8.04M +$1.2M +86,040 +17%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.62M +$2.84M +203,813 +75%
AWM
15
Axxcess Wealth Management
California
$6.4M +$147K +10,553 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.06M -$265K -19,054 -4%
AWM
17
Accel Wealth Management
Iowa
$6.04M +$126K +9,034 +2%
Truist Financial
18
Truist Financial
North Carolina
$5.44M +$938K +67,435 +21%
SPIA
19
Steward Partners Investment Advisory
New York
$4.64M +$3.76M +270,013 +425%
EWM
20
Evergreen Wealth Management
Michigan
$4.55M +$127K +9,138 +3%
DAS
21
Dynamic Advisor Solutions
Arizona
$3.6M +$330K +23,703 +10%
EH
22
Equitable Holdings
New York
$3.33M +$1.17M +84,427 +54%
SWP
23
Strategic Wealth Partners
Ohio
$2.75M +$2.75M +198,042 New
KAS
24
Kestra Advisory Services
Texas
$2.69M +$8.28K +595 +0.3%
Wells Fargo
25
Wells Fargo
California
$2.68M -$1.76M -126,774 -40%