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PIMCO Corporate & Income Opportunity Fund

204 hedge funds and large institutions have $369M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

118% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 39

9% more capital invested

Capital invested by funds: $337M → $369M (+$31.9M)

7% more funds holding

Funds holding: 190204 (+14)

1.73% more ownership

Funds ownership: 12.83%14.56% (+1.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
204
Holders Change
+14
Holders Change %
+7.37%
% of All Funds
2.69%
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
85
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$36.2M +$2.05M +150,214 +6%
Morgan Stanley
2
Morgan Stanley
New York
$35.7M +$773K +56,750 +2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$27.3M +$3.06M +224,390 +13%
XF
4
XML Financial
Maryland
$21M +$288K +21,167 +1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$20.4M +$362K +26,532 +2%
Invesco
6
Invesco
Georgia
$16.4M +$16.1M +1,179,006 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$13M -$2.04M -149,988 -14%
Osaic Holdings
8
Osaic Holdings
Arizona
$11M +$1.5M +110,393 +16%
Raymond James Financial
9
Raymond James Financial
Florida
$10.1M -$921K -67,612 -9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.58M +$1.1M +80,397 +13%
Bank of America
11
Bank of America
North Carolina
$8.86M +$794K +58,280 +10%
PI
12
PFG Investments
New York
$8.32M +$117K +8,607 +1%
PAG
13
Private Advisor Group
New Jersey
$8.04M +$1.17M +86,040 +17%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.62M +$2.78M +203,813 +75%
AWM
15
Axxcess Wealth Management
California
$6.4M +$144K +10,553 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.05M -$260K -19,054 -4%
AWM
17
Accel Wealth Management
Iowa
$6.04M +$123K +9,034 +2%
Truist Financial
18
Truist Financial
North Carolina
$5.44M +$919K +67,435 +21%
SPIA
19
Steward Partners Investment Advisory
New York
$4.64M +$3.68M +270,013 +425%
EWM
20
Evergreen Wealth Management
Michigan
$4.55M +$125K +9,138 +3%
DAS
21
Dynamic Advisor Solutions
Arizona
$3.6M +$323K +23,703 +10%
EH
22
Equitable Holdings
New York
$3.33M +$1.15M +84,427 +54%
SWP
23
Strategic Wealth Partners
Ohio
$2.75M +$2.7M +198,042 New
KAS
24
Kestra Advisory Services
Texas
$2.69M +$8.11K +595 +0.3%
Wells Fargo
25
Wells Fargo
California
$2.68M -$1.73M -126,774 -40%

PTY Hedge Fund Activity: Q2 2025 in Review

204 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q2 2025, worth a combined $369M — up 9.5% from $337M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PTY positions and 13 closed out — a net gain of 16 holders — while 85 added to existing stakes and 39 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $16.1M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.04M.

  • 204 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q2 2025, up from 190 in Q1 2025.
  • Funds reported $369M of PIMCO Corporate & Income Opportunity Fund stock for Q2 2025, up 9.5% quarter-over-quarter.
  • 29 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q2 2025 and 13 closed out, a net change of +16 holders.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q2 2025 was Invesco, an estimated $16.1M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q2 2025 was Commonwealth Equity Services, an estimated $2.04M sold.

Based on aggregated 13F filings for Q2 2025.