PIMCO Dynamic Income Opportunities Fund

PDO

Exchange: NYSE
SEC CIK: 0001798618

SEC filings (opens in a new tab)

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.

Q1 2025 vs. Q4 2024

How the institutions holding PIMCO Dynamic Income Opportunities Fund changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of PDO: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	116	1	119	+4
Shares	23.4M	7.50K	25.4M	+2.01M (+8.6%)
Value	$318.0M	$101.0K	$351.2M	+$33.3M (+10.5%)

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (22)

Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to PDO in Q1 2025
Institution	Shares	Value	% of portfolio
Ieq Capital, LLC	250,000	$3.47M	0.03%
Thomas J. Herzfeld Advisors, Inc.	89,425	$1.24M	0.42%
Concurrent Investment Advisors, LLC	72,050	$1.00M	0.02%
Lido Advisors, LLC	43,284	$601.2K	0.00%
XTX Topco Ltd	41,084	$570.2K	0.03%
RSM US Wealth Management LLC	30,746	$426.8K	0.01%
Stratos Wealth Partners, LTD.	29,420	$408.4K	0.01%
Jane Street Group, LLC	26,391	$366.3K	0.00%
Landscape Capital Management, L.L.C.	17,674	$245.3K	0.02%
Tennessee Valley Asset Management Partners	15,778	$219.0K	0.04%
BlackRock, Inc.	14,210	$197.2K	0.00%
RFG Advisory, LLC	14,018	$194.6K	0.01%
Leigh Baldwin & Co., LLC	12,507	$173.6K	0.14%
Scotia Capital Inc.	12,400	$172.1K	0.00%
Elequin Capital LP	11,572	$160.6K	0.03%
Sowell Financial Services LLC	10,500	$145.7K	0.01%
Coldstream Capital Management Inc	7,500	$104.1K	0.00%
SOA Wealth Advisors, LLC.	84,723	$84.7K	0.02%
Tanglewood Legacy Advisors, LLC	3,655	$50.7K	0.02%
Steward Partners Investment Advisory, LLC	2,490	$34.6K	0.00%
NBC Securities, Inc.	250	$3.00K	0.00%
Pin Oak Investment Advisors Inc	50	$1.00K	0.00%

Sold out (18)

Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of PDO in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Susquehanna International Group, LLP	63,212	$859.1K
U.S. Capital Wealth Advisors, LLC	61,705	$838.6K
Marex Group plc	34,360	$467.0K
Walleye Capital LLC	34,342	$466.7K
Aristides Capital LLC	31,910	$433.7K
Shaker Financial Services, LLC	26,775	$363.9K
Riverbridge Partners LLC	26,580	$361.2K
Sanctuary Advisors, LLC	22,884	$316.5K
Carnegie Capital Asset Management, LLC	15,000	$203.8K
Independent Advisor Alliance	13,882	$188.7K
Kingswood Wealth Advisors, LLC	13,530	$183.9K
Northstar Financial Companies, Inc.	12,851	$174.6K
Wealth Enhancement Advisory Services, LLC	12,851	$174.6K
Avantax Advisory Services, Inc.	12,632	$171.7K
Hilltop Holdings Inc.	10,800	$146.8K
MAI Capital Management	1,500	$20.4K
Jones Financial Companies LLLP	964	$13.1K
Parvin Asset Management, LLC	200	$2.72K

Not filed for Q1 2025 yet (1)

Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PDO in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
HBC Financial Services, PLLC	7,500	$101.0K