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PIMCO Corporate & Income Opportunity Fund
PTY

217 hedge funds and large institutions have $438M invested in PIMCO Corporate & Income Opportunity Fund in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 70 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

17% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 60

9% more capital invested

Capital invested by funds: $403M → $438M (+$35.4M)

7% more funds holding

Funds holding: 202 → 217 (+15)

2.35% more ownership

Funds ownership: 15.34% → 17.69% (+2.4%)

Holders
217
Holders Change
+15
Holders Change %
+7.43%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
45
Increased
70
Reduced
60
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$16.8M
2
LSC
Logan Stone Capital
Illinois
+$12.8M
3
Wells Fargo
Wells Fargo
California
+$5.73M
4
MG
Marex Group
+$3.67M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.22M

Top Sellers

1
AWM
Axxcess Wealth Management
California
-$6.85M
2
SPIA
Steward Partners Investment Advisory
New York
-$4.96M
3
Bank of America
Bank of America
North Carolina
-$4.23M
4
Raymond James Financial
Raymond James Financial
Florida
-$2.75M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$34.3M -$1.6M -118,167 -4%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$33.4M +$3.22M +238,681 +10%
Morgan Stanley
3
Morgan Stanley
New York
$32.5M -$1.05M -77,453 -3%
AF
4
Align Financial
Minnesota
$22.6M +$305K +22,575 New
XF
5
XML Financial
Maryland
$20.6M +$720K +53,314 +3%
MTI
6
Merrithew & Thorsten Inc
California
$19.7M +$20.6M +1,527,984 New
Invesco
7
Invesco
Georgia
$17.1M +$1.13M +83,965 +7%
RCM
8
Rivernorth Capital Management
Florida
$16M +$16.8M +1,242,310 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$14.5M +$552K +40,873 +4%
LSC
10
Logan Stone Capital
Illinois
$12.2M +$12.8M +949,085 New
Osaic Holdings
11
Osaic Holdings
Arizona
$10.5M +$605K +44,801 +6%
PAG
12
Private Advisor Group
New Jersey
$10.1M +$996K +73,776 +10%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.1M +$866K +64,156 +9%
PI
14
PFG Investments
New York
$8.14M +$553K +40,936 +7%
Wells Fargo
15
Wells Fargo
California
$8.09M +$5.73M +424,649 +210%
Raymond James Financial
16
Raymond James Financial
Florida
$7.54M -$2.75M -203,577 -26%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7.54M +$1.06M +78,652 +16%
AWM
18
Accel Wealth Management
Iowa
$6.48M +$434K +32,180 +7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$6.43M +$104K +7,715 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.4M -$1.99M -147,265 -23%
Truist Financial
21
Truist Financial
North Carolina
$5.79M +$433K +32,055 +8%
EH
22
Equitable Holdings
New York
$5.79M +$1.69M +125,404 +39%
GC
23
Guggenheim Capital
Illinois
$5.3M +$2.6M +192,740 +88%
KAS
24
Kestra Advisory Services
Texas
$5.21M +$1.41M +104,430 +35%
EWM
25
Evergreen Wealth Management
Michigan
$4.54M +$208K +15,378 +5%
1
2 3 4 5

PTY Hedge Fund Activity: Q4 2025 in Review

217 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q4 2025, worth a combined $438M — up 8.8% from $403M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PTY positions and 26 closed out — a net gain of 19 holders — while 70 added to existing stakes and 60 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $16.8M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $6.85M sold.

  • 217 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q4 2025, up from 202 in Q3 2025.
  • Funds reported $438M of PIMCO Corporate & Income Opportunity Fund stock for Q4 2025, up 8.8% quarter-over-quarter.
  • 45 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q4 2025 and 26 closed out, a net change of +19 holders.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q4 2025 was Rivernorth Capital Management, an estimated $16.8M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q4 2025 was Axxcess Wealth Management, an estimated $6.85M sold.

Based on aggregated 13F filings for Q4 2025.