PIMCO Dynamic Income Opportunities Fund
PDO- Exchange
- NYSE
- SEC CIK
- 0001798618
No open-market purchases or sales by PIMCO Dynamic Income Opportunities Fund insiders were filed in the last 90 days; 137 institutions reported holding it in 13F filings for Q2 2026, worth $383.9M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 116
- +14 vs. Q3 2024
- Shares held
- 23.4M
- +3.10M (+15.3%) vs. Q3 2024
- Total value
- $318.0M
- +$31.8M (+11.1%) vs. Q3 2024
- New holders
- 23
- 45 more added
- Sold out
- 9
- 26 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PDO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 137 | $383.9M |
| Q1 2026 | 137 | $361.1M |
| Q4 2025 | 130 | $384.8M |
| Q3 2025 | 135 | $384.6M |
| Q2 2025 | 117 | $354.5M |
| Q1 2025 | 119 | $351.2M |
| Q4 2024 | 116 | $318.0M |
| Q3 2024 | 105 | $289.9M |
| Q2 2024 | 109 | $286.4M |
| Q1 2024 | 109 | $282.0M |
| Q4 2023 | 112 | $268.8M |
| Q3 2023 | 110 | $254.4M |
| Q2 2023 | 105 | $281.6M |
| Q1 2023 | 103 | $270.2M |
| Q4 2022 | 97 | $288.6M |
| Q3 2022 | 80 | $311.7M |
| Q2 2022 | 79 | $344.6M |
| Q1 2022 | 63 | $398.5M |
| Q4 2021 | 54 | $319.2M |
| Q3 2021 | 50 | $300.8M |
| Q2 2021 | 43 | $266.9M |
| Q1 2021 | 28 | $181.3M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,942,944 | $67.2M | 0.00% | +103,606+2.1% | Added |
| UBS Group AG | 3,484,459 | $47.4M | 0.01% | +1,606,595+85.6% | Added |
| Wells Fargo & Company | 2,465,764 | $33.5M | 0.01% | +221,259+9.9% | Added |
| SOL Capital Management CO | 1,473,806 | $20.0M | 2.23% | +228,161+18.3% | Added |
| Cohen & Steers, Inc. | 1,363,662 | $18.5M | 0.04% | +10,000+0.7% | Added |
| Royal Bank of Canada | 984,522 | $13.4M | 0.00% | +80,883+9.0% | Added |
| Invesco Ltd. | 880,818 | $12.0M | 0.00% | +11,317+1.3% | Added |
| Bank of America Corp | 688,670 | $9.36M | 0.00% | −68,945−9.1% | Reduced |
| Guggenheim Capital LLC | 688,098 | $9.35M | 0.08% | +103,246+17.7% | Added |
| Commonwealth Equity Services, LLC | 666,298 | $9.05M | 0.01% | +9,109+1.4% | Added |
| Cercano Management LLC | 487,454 | $6.62M | 0.17% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 411,782 | $5.69M | 0.65% | −14,870−3.5% | Reduced |
| HighTower Advisors, LLC | 355,486 | $4.83M | 0.01% | +87,304+32.6% | Added |
| Raymond James Financial Inc | 335,017 | $4.55M | 0.00% | +335,017 | New |
| Element Wealth, LLC | 254,657 | $3.46M | 1.81% | +3,631+1.4% | Added |
| Capital Investment Advisors, LLC | 233,646 | $3.18M | 0.06% | −18,249−7.2% | Reduced |
| LPL Financial LLC | 213,340 | $2.90M | 0.00% | +4,859+2.3% | Added |
| Leavell Investment Management, Inc. | 204,883 | $2.81M | 0.14% | +57,748+39.2% | Added |
| Consolidated Portfolio Review Corp | 188,449 | $2.56M | 0.41% | +2,858+1.5% | Added |
| Anchor Capital Management Group Inc | 134,500 | $1.83M | 0.66% | +134,500 | New |
| Cambridge Investment Research Advisors, Inc. | 131,709 | $1.79M | 0.01% | −20,751−13.6% | Reduced |
| Venture Visionary Partners LLC | 127,532 | $1.73M | 0.07% | +48,959+62.3% | Added |
| Belpointe Asset Management LLC | 124,039 | $1.71M | 0.10% | −810−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 118,553 | $1.61M | 0.00% | +41,567+54.0% | Added |
| Private Advisor Group, LLC | 117,546 | $1.60M | 0.01% | +18,486+18.7% | Added |
| Independent Financial Group, LLC | 117,305 | $1.59M | 0.05% | −1,308−1.1% | Reduced |
| Stifel Financial Corp | 115,640 | $1.57M | 0.00% | +5,531+5.0% | Added |
| J.W. Cole Advisors, Inc. | 115,213 | $1.57M | 0.06% | +24,754+27.4% | Added |
| Cetera Investment Advisers | 95,186 | $1.29M | 0.00% | +11,877+14.3% | Added |
| First Trust Advisors LP | 94,751 | $1.29M | 0.00% | +4,729+5.3% | Added |
| Goldstone Financial Group, LLC | 84,829 | $1.15M | 0.18% | +9,130+12.1% | Added |
| Palogic Value Management, L.P. | 83,778 | $1.14M | 0.46% | −5,000−5.6% | Reduced |
| Wedbush Securities Inc | 82,699 | $1.12M | 0.04% | +1,917+2.4% | Added |
| Americana Partners, LLC | 79,317 | $1.08M | 0.04% | −5,797−6.8% | Reduced |
| Samalin Investment Counsel, LLC | 69,222 | $940.7K | 0.40% | +3,878+5.9% | Added |
| Susquehanna International Group, LLP | 63,212 | $859.1K | 0.00% | +63,212 | New |
| U.S. Capital Wealth Advisors, LLC | 61,705 | $838.6K | 0.03% | −55,250−47.2% | Reduced |
| Bramshill Investments, LLC | 53,666 | $729.3K | 0.11% | −3,263−5.7% | Reduced |
| Envestnet Asset Management Inc | 43,688 | $593.7K | 0.00% | −1,089−2.4% | Reduced |
| Atria Wealth Solutions, Inc. | 42,825 | $585.0K | 0.01% | −4,000−8.5% | Reduced |
| Bryn Mawr Trust Co | 40,386 | $548.8K | 0.01% | +1,149+2.9% | Added |
| McDonald Partners LLC | 39,000 | $530.0K | 0.14% | +9,000+30.0% | Added |
| D.A. Davidson & Co. | 35,368 | $480.7K | 0.00% | −3,152−8.2% | Reduced |
| Sunbelt Securities, Inc. | 35,507 | $479.7K | 0.04% | −2,419−6.4% | Reduced |
| NWF Advisory Services Inc. | 34,674 | $475.4K | 0.07% | +14,353+70.6% | Added |
| Maridea Wealth Management LLC | 34,867 | $473.8K | 0.15% | +34,867 | New |
| Marex Group plc | 34,360 | $467.0K | 0.01% | +34,360 | New |
| Walleye Capital LLC | 34,342 | $466.7K | 0.00% | +14,474+72.9% | Added |
| GWM Advisors LLC | 32,505 | $441.7K | 0.00% | +10,263+46.1% | Added |
| PFG Investments, LLC | 32,273 | $438.6K | 0.03% | +908+2.9% | Added |
| Aristides Capital LLC | 31,910 | $433.7K | 0.14% | +31,910 | New |
| Change Path, LLC | 31,500 | $428.1K | 0.01% | +31,500 | New |
| Tectonic Advisors LLC | 31,412 | $426.9K | 0.03% | +856+2.8% | Added |
| Davenport & Co LLC | 30,350 | $412.5K | 0.00% | −500−1.6% | Reduced |
| Gridiron Partners, LLC | 29,970 | $407.3K | 0.26% | 00.0% | Unchanged |
| First Foundation Advisors | 29,579 | $402.0K | 0.02% | 00.0% | Unchanged |
| Triumph Capital Management | 29,329 | $398.6K | 0.14% | −11,912−28.9% | Reduced |
| Kestra Advisory Services, LLC | 28,334 | $385.1K | 0.00% | +6,945+32.5% | Added |
| Shaker Financial Services, LLC | 26,775 | $363.9K | 0.14% | +26,775 | New |
| Riverbridge Partners LLC | 26,580 | $361.2K | 0.00% | +897+3.5% | Added |
| Sanctuary Advisors, LLC | 22,884 | $316.5K | 0.00% | −42,733−65.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 19,275 | $261.9K | 0.00% | −4,625−19.4% | Reduced |
| Merkkuri Wealth Advisors LLC | 19,070 | $259.2K | 0.20% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 18,500 | $250.0K | 0.02% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 17,300 | $237.4K | 0.04% | +17,300 | New |
| MML Investors Services, LLC | 17,367 | $236.0K | 0.00% | +6,087+54.0% | Added |
| Perigon Wealth Management, LLC | 17,329 | $233.4K | 0.01% | +5,770+49.9% | Added |
| National Bank of Canada | 16,450 | $223.6K | 0.00% | +2,650+19.2% | Added |
| Courier Capital LLC | 16,269 | $221.1K | 0.02% | +16,269 | New |
| Optimum Investment Advisors | 16,000 | $217.4K | 0.10% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,640 | $212.5K | 0.00% | +14,640+1,464.0% | Added |
| Carnegie Capital Asset Management, LLC | 15,000 | $203.8K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 14,118 | $191.6K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 13,882 | $188.7K | 0.00% | +13,882 | New |
| Kingswood Wealth Advisors, LLC | 13,530 | $183.9K | 0.01% | +13,530 | New |
| Onyx Bridge Wealth Group LLC | 13,167 | $178.9K | 0.03% | −74−0.6% | Reduced |
| Northstar Financial Companies, Inc. | 12,851 | $174.6K | 0.17% | +12,851 | New |
| Wealth Enhancement Advisory Services, LLC | 12,851 | $174.6K | 0.00% | −3,010−19.0% | Reduced |
| Avantax Advisory Services, Inc. | 12,632 | $171.7K | 0.00% | +2,035+19.2% | Added |
| Crumly & Associates Inc. | 12,500 | $169.9K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 12,189 | $165.6K | 0.01% | +194+1.6% | Added |
| National Asset Management, Inc. | 11,718 | $160.7K | 0.01% | −18,271−60.9% | Reduced |
| Park National Corp | 10,974 | $149.1K | 0.01% | −1,350−11.0% | Reduced |
| Hilltop Holdings Inc. | 10,800 | $146.8K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 10,326 | $140.3K | 0.00% | +800+8.4% | Added |
| Ethos Financial Group, LLC | 10,000 | $137.2K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8,000 | $108.7K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 7,500 | $101.0K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,400 | $100.6K | 0.00% | −8,796−54.3% | Reduced |
| CoreCap Advisors, LLC | 5,950 | $80.9K | 0.00% | −1,250−17.4% | Reduced |
| Harbour Investments, Inc. | 5,610 | $76.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,500 | $61.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,433 | $60.2K | 0.00% | +4,433 | New |
| Noble Wealth Management PBC | 3,800 | $51.6K | 0.04% | +3,800 | New |
| Huntington National Bank | – | $51.4K | 0.00% | – | – |
| Bank of New Hampshire | 3,725 | $50.6K | 0.01% | +1,915+105.8% | Added |
| CIBC Private Wealth Group, LLC | 2,300 | $31.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,006 | $27.0K | 0.00% | −132−6.2% | Reduced |
| Larson Financial Group LLC | 1,931 | $26.2K | 0.00% | +300+18.4% | Added |
| Financial Management Professionals, Inc. | 1,724 | $23.4K | 0.00% | +47+2.8% | Added |