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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 13 | $176 | 0.00% | +13 | New |
| GPS Wealth Strategies Group, LLC | 73 | $992 | 0.00% | +73 | New |
| Valley National Advisers Inc | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 81 | $1.10K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 200 | $2.72K | 0.00% | +200 | New |
| Stonebridge Financial Group, LLC | 205 | $2.78K | 0.00% | +205 | New |
| Toth Financial Advisory Corp | 400 | $5.44K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 534 | $7.25K | 0.00% | +15+2.9% | Added |
| SWAN Capital LLC | 599 | $8.14K | 0.00% | +599 | New |
| Jones Financial Companies LLLP | 964 | $13.1K | 0.00% | +964 | New |
| AllSquare Wealth Management LLC | 1,200 | $16.3K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,349 | $18.3K | 0.00% | +1,290+2,186.4% | Added |
| Geneos Wealth Management Inc. | 1,440 | $19.6K | 0.00% | +1,440 | New |
| MAI Capital Management | 1,500 | $20.4K | 0.00% | +1,500 | New |
| Pension & Wealth Management Advisors, Inc. | 1,519 | $20.7K | 0.01% | −6,057−79.9% | Reduced |
| FNY Investment Advisers, LLC | 1,600 | $21.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,724 | $23.4K | 0.00% | +47+2.8% | Added |
| Larson Financial Group LLC | 1,931 | $26.2K | 0.00% | +300+18.4% | Added |
| CWM, LLC | 2,006 | $27.0K | 0.00% | −132−6.2% | Reduced |
| CIBC Private Wealth Group, LLC | 2,300 | $31.8K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 3,725 | $50.6K | 0.01% | +1,915+105.8% | Added |
| Huntington National Bank | – | $51.4K | 0.00% | – | – |
| Noble Wealth Management PBC | 3,800 | $51.6K | 0.04% | +3,800 | New |
| Spire Wealth Management | 4,433 | $60.2K | 0.00% | +4,433 | New |
| EverSource Wealth Advisors, LLC | 4,500 | $61.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,610 | $76.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,950 | $80.9K | 0.00% | −1,250−17.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,400 | $100.6K | 0.00% | −8,796−54.3% | Reduced |
| HBC Financial Services, PLLC | 7,500 | $101.0K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8,000 | $108.7K | 0.01% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 10,000 | $137.2K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 10,326 | $140.3K | 0.00% | +800+8.4% | Added |
| Hilltop Holdings Inc. | 10,800 | $146.8K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 10,974 | $149.1K | 0.01% | −1,350−11.0% | Reduced |
| National Asset Management, Inc. | 11,718 | $160.7K | 0.01% | −18,271−60.9% | Reduced |
| IFP Advisors, Inc | 12,189 | $165.6K | 0.01% | +194+1.6% | Added |
| Crumly & Associates Inc. | 12,500 | $169.9K | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,632 | $171.7K | 0.00% | +2,035+19.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,851 | $174.6K | 0.00% | −3,010−19.0% | Reduced |
| Northstar Financial Companies, Inc. | 12,851 | $174.6K | 0.17% | +12,851 | New |
| Onyx Bridge Wealth Group LLC | 13,167 | $178.9K | 0.03% | −74−0.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 13,530 | $183.9K | 0.01% | +13,530 | New |
| Independent Advisor Alliance | 13,882 | $188.7K | 0.00% | +13,882 | New |
| TD Waterhouse Canada Inc. | 14,118 | $191.6K | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 15,000 | $203.8K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,640 | $212.5K | 0.00% | +14,640+1,464.0% | Added |
| Optimum Investment Advisors | 16,000 | $217.4K | 0.10% | 00.0% | Unchanged |
| Courier Capital LLC | 16,269 | $221.1K | 0.02% | +16,269 | New |
| National Bank of Canada | 16,450 | $223.6K | 0.00% | +2,650+19.2% | Added |
| Perigon Wealth Management, LLC | 17,329 | $233.4K | 0.01% | +5,770+49.9% | Added |
| MML Investors Services, LLC | 17,367 | $236.0K | 0.00% | +6,087+54.0% | Added |
| Vivaldi Capital Management, LLC | 17,300 | $237.4K | 0.04% | +17,300 | New |
| JTC Employer Solutions Trusteee Ltd | 18,500 | $250.0K | 0.02% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 19,070 | $259.2K | 0.20% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 19,275 | $261.9K | 0.00% | −4,625−19.4% | Reduced |
| Sanctuary Advisors, LLC | 22,884 | $316.5K | 0.00% | −42,733−65.1% | Reduced |
| Riverbridge Partners LLC | 26,580 | $361.2K | 0.00% | +897+3.5% | Added |
| Shaker Financial Services, LLC | 26,775 | $363.9K | 0.14% | +26,775 | New |
| Kestra Advisory Services, LLC | 28,334 | $385.1K | 0.00% | +6,945+32.5% | Added |
| Triumph Capital Management | 29,329 | $398.6K | 0.14% | −11,912−28.9% | Reduced |
| First Foundation Advisors | 29,579 | $402.0K | 0.02% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 29,970 | $407.3K | 0.26% | 00.0% | Unchanged |
| Davenport & Co LLC | 30,350 | $412.5K | 0.00% | −500−1.6% | Reduced |
| Tectonic Advisors LLC | 31,412 | $426.9K | 0.03% | +856+2.8% | Added |
| Change Path, LLC | 31,500 | $428.1K | 0.01% | +31,500 | New |
| Aristides Capital LLC | 31,910 | $433.7K | 0.14% | +31,910 | New |
| PFG Investments, LLC | 32,273 | $438.6K | 0.03% | +908+2.9% | Added |
| GWM Advisors LLC | 32,505 | $441.7K | 0.00% | +10,263+46.1% | Added |
| Walleye Capital LLC | 34,342 | $466.7K | 0.00% | +14,474+72.9% | Added |
| Marex Group plc | 34,360 | $467.0K | 0.01% | +34,360 | New |
| Maridea Wealth Management LLC | 34,867 | $473.8K | 0.15% | +34,867 | New |
| NWF Advisory Services Inc. | 34,674 | $475.4K | 0.07% | +14,353+70.6% | Added |
| Sunbelt Securities, Inc. | 35,507 | $479.7K | 0.04% | −2,419−6.4% | Reduced |
| D.A. Davidson & Co. | 35,368 | $480.7K | 0.00% | −3,152−8.2% | Reduced |
| McDonald Partners LLC | 39,000 | $530.0K | 0.14% | +9,000+30.0% | Added |
| Bryn Mawr Trust Co | 40,386 | $548.8K | 0.01% | +1,149+2.9% | Added |
| Atria Wealth Solutions, Inc. | 42,825 | $585.0K | 0.01% | −4,000−8.5% | Reduced |
| Envestnet Asset Management Inc | 43,688 | $593.7K | 0.00% | −1,089−2.4% | Reduced |
| Bramshill Investments, LLC | 53,666 | $729.3K | 0.11% | −3,263−5.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 61,705 | $838.6K | 0.03% | −55,250−47.2% | Reduced |
| Susquehanna International Group, LLP | 63,212 | $859.1K | 0.00% | +63,212 | New |
| Samalin Investment Counsel, LLC | 69,222 | $940.7K | 0.40% | +3,878+5.9% | Added |
| Americana Partners, LLC | 79,317 | $1.08M | 0.04% | −5,797−6.8% | Reduced |
| Wedbush Securities Inc | 82,699 | $1.12M | 0.04% | +1,917+2.4% | Added |
| Palogic Value Management, L.P. | 83,778 | $1.14M | 0.46% | −5,000−5.6% | Reduced |
| Goldstone Financial Group, LLC | 84,829 | $1.15M | 0.18% | +9,130+12.1% | Added |
| First Trust Advisors LP | 94,751 | $1.29M | 0.00% | +4,729+5.3% | Added |
| Cetera Investment Advisers | 95,186 | $1.29M | 0.00% | +11,877+14.3% | Added |
| J.W. Cole Advisors, Inc. | 115,213 | $1.57M | 0.06% | +24,754+27.4% | Added |
| Stifel Financial Corp | 115,640 | $1.57M | 0.00% | +5,531+5.0% | Added |
| Independent Financial Group, LLC | 117,305 | $1.59M | 0.05% | −1,308−1.1% | Reduced |
| Private Advisor Group, LLC | 117,546 | $1.60M | 0.01% | +18,486+18.7% | Added |
| Advisor Group Holdings, Inc. | 118,553 | $1.61M | 0.00% | +41,567+54.0% | Added |
| Belpointe Asset Management LLC | 124,039 | $1.71M | 0.10% | −810−0.6% | Reduced |
| Venture Visionary Partners LLC | 127,532 | $1.73M | 0.07% | +48,959+62.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 131,709 | $1.79M | 0.01% | −20,751−13.6% | Reduced |
| Anchor Capital Management Group Inc | 134,500 | $1.83M | 0.66% | +134,500 | New |
| Consolidated Portfolio Review Corp | 188,449 | $2.56M | 0.41% | +2,858+1.5% | Added |
| Leavell Investment Management, Inc. | 204,883 | $2.81M | 0.14% | +57,748+39.2% | Added |
| LPL Financial LLC | 213,340 | $2.90M | 0.00% | +4,859+2.3% | Added |