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, Q1 2025
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Mar 31, 2025. 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
- 119
- +4 vs. Q4 2024
- Shares held
- 25.4M
- +2.01M (+8.6%) vs. Q4 2024
- Total value
- $351.2M
- +$33.3M (+10.5%) vs. Q4 2024
- New holders
- 22
- 41 more added
- Sold out
- 18
- 25 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,659,566 | $64.7M | 0.00% | −283,378−5.7% | Reduced |
| UBS Group AG | 3,394,592 | $47.1M | 0.01% | −89,867−2.6% | Reduced |
| Wells Fargo & Company | 2,668,435 | $37.0M | 0.01% | +202,671+8.2% | Added |
| SOL Capital Management CO | 1,560,528 | $21.7M | 2.39% | +86,722+5.9% | Added |
| Cercano Management LLC | 1,370,793 | $19.0M | 0.56% | +883,339+181.2% | Added |
| Cohen & Steers, Inc. | 1,293,662 | $18.0M | 0.03% | −70,000−5.1% | Reduced |
| Royal Bank of Canada | 1,198,791 | $16.6M | 0.00% | +214,269+21.8% | Added |
| Invesco Ltd. | 887,119 | $12.3M | 0.00% | +6,301+0.7% | Added |
| Guggenheim Capital LLC | 745,810 | $10.4M | 0.10% | +57,712+8.4% | Added |
| Commonwealth Equity Services, LLC | 672,177 | $9.33M | 0.01% | +5,879+0.9% | Added |
| Bank of America Corp | 644,191 | $8.94M | 0.00% | −44,479−6.5% | Reduced |
| Raymond James Financial Inc | 470,779 | $6.53M | 0.00% | +135,762+40.5% | Added |
| HighTower Advisors, LLC | 434,623 | $6.03M | 0.01% | +79,137+22.3% | Added |
| Cornerstone Advisory, LLC | 407,002 | $5.49M | 0.64% | −4,780−1.2% | Reduced |
| J.W. Cole Advisors, Inc. | 325,214 | $4.51M | 0.14% | +210,001+182.3% | Added |
| Leavell Investment Management, Inc. | 263,864 | $3.70M | 0.18% | +58,981+28.8% | Added |
| Ieq Capital, LLC | 250,000 | $3.47M | 0.03% | +250,000 | New |
| Element Wealth, LLC | 248,898 | $3.45M | 1.85% | −5,759−2.3% | Reduced |
| LPL Financial LLC | 240,850 | $3.34M | 0.00% | +27,510+12.9% | Added |
| Capital Investment Advisors, LLC | 221,137 | $3.07M | 0.06% | −12,509−5.4% | Reduced |
| Consolidated Portfolio Review Corp | 216,231 | $3.00M | 0.48% | +27,782+14.7% | Added |
| Private Advisor Group, LLC | 170,924 | $2.37M | 0.01% | +53,378+45.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 147,415 | $2.05M | 0.01% | +15,706+11.9% | Added |
| Advisor Group Holdings, Inc. | 146,450 | $2.03M | 0.00% | +27,897+23.5% | Added |
| Anchor Capital Management Group Inc | 134,500 | $1.87M | 0.86% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 127,532 | $1.77M | 0.07% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 126,424 | $1.75M | 0.06% | +9,119+7.8% | Added |
| Cetera Investment Advisers | 123,230 | $1.71M | 0.00% | +28,044+29.5% | Added |
| Belpointe Asset Management LLC | 120,434 | $1.67M | 0.09% | −3,605−2.9% | Reduced |
| Stifel Financial Corp | 113,913 | $1.58M | 0.00% | −1,727−1.5% | Reduced |
| Wedbush Securities Inc | 92,299 | $1.28M | 0.05% | +9,600+11.6% | Added |
| First Trust Advisors LP | 91,949 | $1.28M | 0.00% | −2,802−3.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 89,425 | $1.24M | 0.42% | +89,425 | New |
| Palogic Value Management, L.P. | 87,226 | $1.21M | 0.53% | +3,448+4.1% | Added |
| Americana Partners, LLC | 79,317 | $1.10M | 0.04% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 72,050 | $1.00M | 0.02% | +72,050 | New |
| Samalin Investment Counsel, LLC | 71,524 | $992.8K | 0.40% | +2,302+3.3% | Added |
| Goldstone Financial Group, LLC | 64,969 | $901.8K | 0.14% | −19,860−23.4% | Reduced |
| Envestnet Asset Management Inc | 54,427 | $755.4K | 0.00% | +10,739+24.6% | Added |
| Bramshill Investments, LLC | 53,736 | $745.9K | 0.08% | +70+0.1% | Added |
| Change Path, LLC | 49,750 | $690.5K | 0.02% | +18,250+57.9% | Added |
| Lido Advisors, LLC | 43,284 | $601.2K | 0.00% | +43,284 | New |
| Bryn Mawr Trust Co | 41,573 | $577.0K | 0.01% | +1,187+2.9% | Added |
| XTX Topco Ltd | 41,084 | $570.2K | 0.03% | +41,084 | New |
| Sunbelt Securities, Inc. | 40,127 | $557.0K | 0.05% | +4,620+13.0% | Added |
| Atria Wealth Solutions, Inc. | 39,575 | $554.3K | 0.01% | −3,250−7.6% | Reduced |
| McDonald Partners LLC | 39,000 | $541.3K | 0.14% | 00.0% | Unchanged |
| Triumph Capital Management | 37,087 | $514.8K | 0.17% | +7,758+26.5% | Added |
| Maridea Wealth Management LLC | 34,745 | $482.3K | 0.16% | −122−0.3% | Reduced |
| Tectonic Advisors LLC | 32,291 | $448.2K | 0.03% | +879+2.8% | Added |
| RSM US Wealth Management LLC | 30,746 | $426.8K | 0.01% | +30,746 | New |
| Kestra Advisory Services, LLC | 30,386 | $421.8K | 0.00% | +2,052+7.2% | Added |
| Davenport & Co LLC | 30,350 | $421.3K | 0.00% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 29,970 | $416.0K | 0.27% | 00.0% | Unchanged |
| PFG Investments, LLC | 29,860 | $414.5K | 0.03% | −2,413−7.5% | Reduced |
| First Foundation Advisors | 29,579 | $410.6K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 29,420 | $408.4K | 0.01% | +29,420 | New |
| NWF Advisory Services Inc. | 27,943 | $387.8K | 0.05% | −6,731−19.4% | Reduced |
| D.A. Davidson & Co. | 27,560 | $382.5K | 0.00% | −7,808−22.1% | Reduced |
| Jane Street Group, LLC | 26,391 | $366.3K | 0.00% | +26,391 | New |
| GWM Advisors LLC | 21,105 | $292.9K | 0.00% | −11,400−35.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 19,275 | $267.5K | 0.00% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 19,070 | $264.7K | 0.23% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 18,500 | $256.0K | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 17,674 | $245.3K | 0.02% | +17,674 | New |
| Perigon Wealth Management, LLC | 17,440 | $242.1K | 0.01% | +111+0.6% | Added |
| Vivaldi Capital Management, LLC | 17,300 | $240.1K | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 16,861 | $234.0K | 0.00% | −506−2.9% | Reduced |
| Courier Capital LLC | 16,269 | $225.8K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 16,240 | $224.9K | 0.00% | −210−1.3% | Reduced |
| Optimum Investment Advisors | 16,000 | $222.1K | 0.10% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 15,778 | $219.0K | 0.04% | +15,778 | New |
| Lindbrook Capital, LLC | 15,290 | $212.2K | 0.02% | +7,290+91.1% | Added |
| National Asset Management, Inc. | 14,862 | $206.3K | 0.01% | +3,144+26.8% | Added |
| BlackRock, Inc. | 14,210 | $197.2K | 0.00% | +14,210 | New |
| RFG Advisory, LLC | 14,018 | $194.6K | 0.01% | +14,018 | New |
| Onyx Bridge Wealth Group LLC | 13,167 | $182.8K | 0.03% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 12,507 | $173.6K | 0.14% | +12,507 | New |
| Crumly & Associates Inc. | 12,500 | $173.5K | 0.05% | 00.0% | Unchanged |
| Scotia Capital Inc. | 12,400 | $172.1K | 0.00% | +12,400 | New |
| Elequin Capital LP | 11,572 | $160.6K | 0.03% | +11,572 | New |
| Park National Corp | 10,974 | $152.3K | 0.01% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 10,500 | $145.7K | 0.01% | +10,500 | New |
| Northwestern Mutual Wealth Management Co | 9,913 | $137.6K | 0.00% | +2,513+34.0% | Added |
| Ethos Financial Group, LLC | 10,000 | $137.2K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 9,618 | $133.4K | 0.00% | −4,500−31.9% | Reduced |
| Comerica Bank | 8,083 | $112.2K | 0.00% | −2,243−21.7% | Reduced |
| Coldstream Capital Management Inc | 7,500 | $104.1K | 0.00% | +7,500 | New |
| The PNC Financial Services Group, Inc. | 6,500 | $90.2K | 0.00% | −9,140−58.4% | Reduced |
| Spire Wealth Management | 6,433 | $89.3K | 0.00% | +2,000+45.1% | Added |
| Huntington National Bank | – | $86.1K | 0.00% | – | – |
| SOA Wealth Advisors, LLC. | 84,723 | $84.7K | 0.02% | +84,723 | New |
| CoreCap Advisors, LLC | 5,950 | $82.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,610 | $77.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,500 | $76.3K | 0.00% | +1,000+22.2% | Added |
| Noble Wealth Management PBC | 5,309 | $73.7K | 0.05% | +1,509+39.7% | Added |
| IFP Advisors, Inc | 5,112 | $71.0K | 0.00% | −7,077−58.1% | Reduced |
| CIBC Private Wealth Group, LLC | 4,301 | $53.2K | 0.00% | +2,001+87.0% | Added |
| Bank of New Hampshire | 3,725 | $51.7K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 3,655 | $50.7K | 0.02% | +3,655 | New |