We are live on ! Find out more
PTY icon

PIMCO Corporate & Income Opportunity Fund
PTY

202 hedge funds and large institutions have $403M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 91 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 43

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $369M → $403M (+$34.2M)

0.78% more ownership

Funds ownership: 14.56% → 15.34% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 204 → 202 (-2)

Holders
202
Holders Change
-2
Holders Change %
-0.98%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
91
Reduced
43
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.43M
2
SPIA
Steward Partners Investment Advisory
New York
+$3.13M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.53M
4
LPL Financial
LPL Financial
California
+$2.45M
5
GC
Guggenheim Capital
Illinois
+$2.27M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$5.44M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.07M
3
PA
Parallel Advisors
California
-$1.33M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.3M
5
OCM
Orleans Capital Management
Louisiana
-$548K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$40.1M +$2.45M +173,959 +7%
Morgan Stanley
2
Morgan Stanley
New York
$37.5M +$358K +25,445 +1%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$33.9M +$5.43M +385,602 +20%
XF
4
XML Financial
Maryland
$22.3M +$436K +30,977 +2%
Invesco
5
Invesco
Georgia
$17.9M +$869K +61,726 +5%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$15.6M -$5.44M -386,606 -26%
Raymond James Financial
7
Raymond James Financial
Florida
$11.4M +$865K +61,477 +8%
Osaic Holdings
8
Osaic Holdings
Arizona
$11M -$219K -15,584 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.4M +$403K +28,617 +4%
PAG
10
Private Advisor Group
New Jersey
$10.3M +$1.89M +134,053 +23%
Bank of America
11
Bank of America
North Carolina
$9.6M +$396K +28,123 +4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$9.29M -$4.07M -289,051 -31%
PI
13
PFG Investments
New York
$8.52M -$118K -8,394 -1%
SPIA
14
Steward Partners Investment Advisory
New York
$8.03M +$3.13M +222,525 +67%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.3M +$411K +29,214 +6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.09M +$783K +55,645 +13%
AWM
17
Axxcess Wealth Management
California
$6.85M +$196K +13,927 +3%
AWM
18
Accel Wealth Management
Iowa
$6.79M +$508K +36,117 +8%
Truist Financial
19
Truist Financial
North Carolina
$6.02M +$365K +25,918 +7%
EWM
20
Evergreen Wealth Management
Michigan
$4.86M +$135K +9,586 +3%
EH
21
Equitable Holdings
New York
$4.67M +$1.18M +84,118 +35%
KAS
22
Kestra Advisory Services
Texas
$4.32M +$1.49M +105,821 +55%
DAS
23
Dynamic Advisor Solutions
Arizona
$3.88M +$147K +10,413 +4%
GC
24
Guggenheim Capital
Illinois
$3.15M +$2.27M +161,024 +283%
Wells Fargo
25
Wells Fargo
California
$2.93M +$140K +9,940 +5%
1
2 3 4 5

PTY Hedge Fund Activity: Q3 2025 in Review

202 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q3 2025, worth a combined $403M — up 9.3% from $369M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PTY positions and 19 closed out — a net gain of 3 holders — while 91 added to existing stakes and 43 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $5.43M. The largest seller was Cetera Investment Advisers, cutting an estimated $5.44M.

  • 202 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q3 2025, down from 204 in Q2 2025.
  • Funds reported $403M of PIMCO Corporate & Income Opportunity Fund stock for Q3 2025, up 9.3% quarter-over-quarter.
  • 22 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q3 2025 and 19 closed out, a net change of +3 holders.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q3 2025 was Northwestern Mutual Wealth Management, an estimated $5.43M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q3 2025 was Cetera Investment Advisers, an estimated $5.44M sold.

Based on aggregated 13F filings for Q3 2025.