Who Owns PIMCO Corporate & Income Opportunity Fund (PTY)?Hedge Fund & Institutional Holders

$12.04-0.15 (-1.27%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -6

Price History

$12.20$12.86$13.52$14.17$14.83Aug 24Jun 25Mar 26

PTY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
RIVERNORTH CAPITAL MANAGEMENT, LLCNew Position+1.2M+$16.0B
Logan Stone Capital, LLCNew Position+949K+$12.2B
PFG Investments, LLCNew Position+631K+$8.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+496K+$6.0B
WELLS FARGO & COMPANY/MNIncreased+425K+$4.1B
Evergreen Wealth Management, LLCNew Position+352K+$4.0B
Marex Group plcNew Position+272K+$3.0B
Golden State Equity PartnersNew Position+176K+$2.3B
Elm3 Financial Group, LLCNew Position+166K+$2.1B
Smith Asset Management Co., LLCNew Position+162K+$2.1B
GUGGENHEIM CAPITAL LLCIncreased+193K+$1.9B
Zullo Investment Group, Inc.New Position+140K+$1.8B
NBT BANK N A /NYNew Position+98K+$1.3B
OPPENHEIMER & CO INCNew Position+87K+$1.1B
Samalin Investment Counsel, LLCNew Position+87K+$1.1B

PTY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-118K-$40.0B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-2.3M-$33.9B
AXXCESS WEALTH MANAGEMENT, LLCClosed Position-474K-$6.8B
Steward Partners Investment Advisory, LLCDecreased-367K-$6.0B
RAYMOND JAMES FINANCIAL INCDecreased-204K-$4.4B
NWF Advisory Services Inc.Decreased-220K-$3.1B
CAPTRUST FINANCIAL ADVISORSDecreased-115K-$2.8B
Consolidated Portfolio Review CorpClosed Position-131K-$1.9B
CLIFTONLARSONALLEN WEALTH ADVISORS, LLCClosed Position-120K-$1.7B
M&T BANK CORPClosed Position-118K-$1.7B
Wealthspire Advisors, LLCDecreased-32K-$1.6B
INTEGRITY ALLIANCE, LLC.Closed Position-106K-$1.5B
Prosperity Wealth Management, Inc.Closed Position-96K-$1.4B
OneDigital Investment Advisors LLCDecreased-879-$1.0B
HighTower Advisors, LLCDecreased-3K-$942.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Invesco Ltd.1,324,697$17.1B0.00%Share
2RIVERNORTH CAPITAL MANAGEMENT, LLC1,242,310$16.0B0.76%Share
3Logan Stone Capital, LLC949,085$12.2B3.02%Share
4Private Advisor Group, LLC785,844$10.0B0.05%Share
5OSAIC HOLDINGS, INC.815,902$10.0B0.01%Share
6PFG Investments, LLC630,874$8.1B0.38%Share
7Accel Wealth Management502,582$6.5B1.77%Share
8WELLS FARGO & COMPANY/MN533,878$6.0B0.00%Share
9COMMONWEALTH EQUITY SERVICES, LLC496,061$6.0B0.01%Share
10RAYMOND JAMES FINANCIAL INC471,589$6.0B0.00%Share
11ROYAL BANK OF CANADA506,603$6.0B0.00%Share
12Equitable Holdings, Inc.448,922$5.0B0.03%Share
13GUGGENHEIM CAPITAL LLC410,695$5.0B0.04%Share
14Evergreen Wealth Management, LLC352,230$4.0B2.02%Share
15BANK OF AMERICA CORP /DE/350,852$4.0B0.00%Share
16Marex Group plc271,902$3.0B0.02%Share
17Golden State Equity Partners175,846$2.3B0.37%Share
18Elm3 Financial Group, LLC166,425$2.1B1.78%Share
19Smith Asset Management Co., LLC162,381$2.1B1.73%Share
20Steward Partners Investment Advisory, LLC188,614$2.0B0.01%Share
21STIFEL FINANCIAL CORP167,552$2.0B0.00%Share
22UBS Group AG146,254$1.9B0.00%Share
23Zullo Investment Group, Inc.140,028$1.8B0.66%Share
24Plotkin Financial Advisors, LLC127,102$1.6B0.80%Share
25C2C Wealth Management, LLC94,700$1.2B1.03%Share
26NBT BANK N A /NY88,400$1.1B0.07%Share
27OPPENHEIMER & CO INC87,010$1.1B0.02%Share
28Samalin Investment Counsel, LLC86,606$1.1B0.40%Share
29UMB Bank, n.a.99,000$1.0B0.01%Share
30WELLS FARGO & COMPANY/MN93,364$1.0B0.00%Share
31RAYMOND JAMES FINANCIAL INC112,703$1.0B0.00%Share
32SUSQUEHANNA INTERNATIONAL GROUP, LLP88,316$1.0B0.00%Share
33XTX Topco Ltd134,124$1.0B0.03%Share
34CARY STREET PARTNERS FINANCIAL LLC76,156$982.0M0.02%Share
35Cornerstone Wealth Management, LLC65,721$847.0M0.04%Share
36Triumph Capital Management65,285$842.0M0.18%Share
37ORLEANS CAPITAL MANAGEMENT CORP/LA64,830$836.0M0.52%Share
38J.W. COLE ADVISORS, INC.61,981$799.0M0.02%Share
39Thomas J. Herzfeld Advisors, Inc.55,818$720.0M0.24%Share
40Sovran Advisors, LLC54,789$715.0M0.06%Share
41UBS Group AG49,801$642.0M0.00%Share
42DIVERSIFY WEALTH MANAGEMENT, LLC46,221$604.0M0.03%Share
43Sigma Planning Corp45,272$584.0M0.02%Share
44LANDSCAPE CAPITAL MANAGEMENT, L.L.C.44,519$574.0M0.04%Share
45Main Street Group, LTD43,078$555.0M0.19%Share
46NWAM LLC42,215$551.0M0.03%Share
47PRIVATE TRUST CO NA37,395$482.0M0.04%Share
48DELTA FINANCIAL ADVISORS LLC36,325$468.0M0.12%Share
49NWF Advisory Services Inc.35,803$461.0M0.05%Share
50Sunbelt Securities, Inc.32,039$413.0M0.03%Share

PTY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025207$169.0B+93
Q3 2025114$234.0B-72
Q2 2025186$240.7B-3
Q1 2025189$291.7B+26
Q4 2024163$9.6T+44
Q3 2024119$46.2T+9
Q2 2024110$15.4T+8
Q1 2024102$8.5T—

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As of Q4 2025, 50 institutional investors hold PTY (PIMCO Corporate & Income Opportunity Fund). The largest holder is Invesco Ltd. with $17.1B in shares. This quarter, 13 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own PTY?

As of Q4 2025, 50 institutional investors report holding PTY (PIMCO Corporate & Income Opportunity Fund) in their 13F filings.

Who is the largest institutional holder of PTY?

The largest institutional holder of PTY is Invesco Ltd. with $17.1B in shares.

Is institutional ownership of PTY increasing or decreasing?

This quarter, 13 institutions opened new positions in PTY and 6 closed their positions.