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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.

Institutional holdersQ4 2024: 116 institutions
Q1 2021: 28 institutionsQ2 2021: 43 institutionsQ3 2021: 50 institutionsQ4 2021: 54 institutionsQ1 2022: 63 institutionsQ2 2022: 79 institutionsQ3 2022: 80 institutionsQ4 2022: 97 institutionsQ1 2023: 103 institutionsQ2 2023: 105 institutionsQ3 2023: 110 institutionsQ4 2023: 112 institutionsQ1 2024: 109 institutionsQ2 2024: 109 institutionsQ3 2024: 105 institutionsQ4 2024: 116 institutionsQ1 2025: 119 institutionsQ2 2025: 117 institutionsQ3 2025: 135 institutionsQ4 2025: 130 institutionsQ1 2026: 137 institutionsQ2 2026: 137 institutions
Value heldQ4 2024: $318.0M
Q1 2021: $181.3MQ2 2021: $266.9MQ3 2021: $300.8MQ4 2021: $319.2MQ1 2022: $398.5MQ2 2022: $344.6MQ3 2022: $311.7MQ4 2022: $288.6MQ1 2023: $270.2MQ2 2023: $281.6MQ3 2023: $254.4MQ4 2023: $268.8MQ1 2024: $282.0MQ2 2024: $286.4MQ3 2024: $289.9MQ4 2024: $318.0MQ1 2025: $351.2MQ2 2025: $354.5MQ3 2025: $384.6MQ4 2025: $384.8MQ1 2026: $361.1MQ2 2026: $383.9M
Institutions holding PDO and their total value by quarter
QuarterHoldersValue
Q2 2026137$383.9M
Q1 2026137$361.1M
Q4 2025130$384.8M
Q3 2025135$384.6M
Q2 2025117$354.5M
Q1 2025119$351.2M
Q4 2024116$318.0M
Q3 2024105$289.9M
Q2 2024109$286.4M
Q1 2024109$282.0M
Q4 2023112$268.8M
Q3 2023110$254.4M
Q2 2023105$281.6M
Q1 2023103$270.2M
Q4 202297$288.6M
Q3 202280$311.7M
Q2 202279$344.6M
Q1 202263$398.5M
Q4 202154$319.2M
Q3 202150$300.8M
Q2 202143$266.9M
Q1 202128$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.

Institutions holding PDO in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
FNY Investment Advisers, LLC1,600$21.0K0.01%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.1,519$20.7K0.01%−6,057−79.9%Reduced
MAI Capital Management1,500$20.4K0.00%+1,500New
Geneos Wealth Management Inc.1,440$19.6K0.00%+1,440New
Principal Securities, Inc.1,349$18.3K0.00%+1,290+2,186.4%Added
AllSquare Wealth Management LLC1,200$16.3K0.01%00.0%Unchanged
Jones Financial Companies LLLP964$13.1K0.00%+964New
SWAN Capital LLC599$8.14K0.00%+599New
Strategic Investment Solutions, Inc.534$7.25K0.00%+15+2.9%Added
Toth Financial Advisory Corp400$5.44K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC205$2.78K0.00%+205New
Parvin Asset Management, LLC200$2.72K0.00%+200New
Wolff Wiese Magana LLC81$1.10K0.00%00.0%Unchanged
Valley National Advisers Inc75$1.00K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC73$9920.00%+73New
Allworth Financial LP13$1760.00%+13New
Millennium Management LLC0$00.00%−89,926−100.0%Sold out
Captrust Financial Advisors0$00.00%−25,000−100.0%Sold out
Nottingham Advisors, Inc.0$00.00%−21,269−100.0%Sold out
Scotia Capital Inc.0$00.00%−14,468−100.0%Sold out
Hollencrest Capital Management0$00.00%−411−100.0%Sold out
NBC Securities, Inc.0$00.00%−250−100.0%Sold out
FMR LLC0$00.00%−1−100.0%Sold out
BlackRock, Inc.0$00.00%−1−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−17,099−100.0%Sold out
Raymond James Financial Services Advisors, Inc.––––Not filed
Raymond James & Associates––––Not filed
Biechele Royce Advisors––––Not filed