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 |
|---|---|---|---|---|---|
| Pension & Wealth Management Advisors, Inc. | 0 | $13 | 0.00% | −1,519−100.0% | Reduced |
| Allworth Financial LP | 13 | $177 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50 | $1.00K | 0.00% | +50 | New |
| GPS Wealth Strategies Group, LLC | 73 | $1.01K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 81 | $1.13K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 160 | $2.22K | 0.00% | −45−22.0% | Reduced |
| NBC Securities, Inc. | 250 | $3.00K | 0.00% | +250 | New |
| Toth Financial Advisory Corp | 400 | $5.55K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 549 | $7.62K | 0.00% | +15+2.8% | Added |
| SWAN Capital LLC | 599 | $8.31K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,200 | $16.7K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,349 | $18.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,600 | $22.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,773 | $24.6K | 0.00% | +49+2.8% | Added |
| Larson Financial Group LLC | 1,931 | $26.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,019 | $28.0K | 0.00% | +13+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 2,490 | $34.6K | 0.00% | +2,490 | New |
| Geneos Wealth Management Inc. | 2,940 | $40.8K | 0.00% | +1,500+104.2% | Added |
| Tanglewood Legacy Advisors, LLC | 3,655 | $50.7K | 0.02% | +3,655 | New |
| Bank of New Hampshire | 3,725 | $51.7K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,301 | $53.2K | 0.00% | +2,001+87.0% | Added |
| IFP Advisors, Inc | 5,112 | $71.0K | 0.00% | −7,077−58.1% | Reduced |
| Noble Wealth Management PBC | 5,309 | $73.7K | 0.05% | +1,509+39.7% | Added |
| EverSource Wealth Advisors, LLC | 5,500 | $76.3K | 0.00% | +1,000+22.2% | Added |
| Harbour Investments, Inc. | 5,610 | $77.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,950 | $82.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 84,723 | $84.7K | 0.02% | +84,723 | New |
| Huntington National Bank | – | $86.1K | 0.00% | – | – |
| Spire Wealth Management | 6,433 | $89.3K | 0.00% | +2,000+45.1% | Added |
| The PNC Financial Services Group, Inc. | 6,500 | $90.2K | 0.00% | −9,140−58.4% | Reduced |
| Coldstream Capital Management Inc | 7,500 | $104.1K | 0.00% | +7,500 | New |
| Comerica Bank | 8,083 | $112.2K | 0.00% | −2,243−21.7% | Reduced |
| TD Waterhouse Canada Inc. | 9,618 | $133.4K | 0.00% | −4,500−31.9% | Reduced |
| Ethos Financial Group, LLC | 10,000 | $137.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,913 | $137.6K | 0.00% | +2,513+34.0% | Added |
| Sowell Financial Services LLC | 10,500 | $145.7K | 0.01% | +10,500 | New |
| Park National Corp | 10,974 | $152.3K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 11,572 | $160.6K | 0.03% | +11,572 | New |
| Scotia Capital Inc. | 12,400 | $172.1K | 0.00% | +12,400 | New |
| Crumly & Associates Inc. | 12,500 | $173.5K | 0.05% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 12,507 | $173.6K | 0.14% | +12,507 | New |
| Onyx Bridge Wealth Group LLC | 13,167 | $182.8K | 0.03% | 00.0% | Unchanged |
| RFG Advisory, LLC | 14,018 | $194.6K | 0.01% | +14,018 | New |
| BlackRock, Inc. | 14,210 | $197.2K | 0.00% | +14,210 | New |
| National Asset Management, Inc. | 14,862 | $206.3K | 0.01% | +3,144+26.8% | Added |
| Lindbrook Capital, LLC | 15,290 | $212.2K | 0.02% | +7,290+91.1% | Added |
| Tennessee Valley Asset Management Partners | 15,778 | $219.0K | 0.04% | +15,778 | New |
| Optimum Investment Advisors | 16,000 | $222.1K | 0.10% | 00.0% | Unchanged |
| National Bank of Canada | 16,240 | $224.9K | 0.00% | −210−1.3% | Reduced |
| Courier Capital LLC | 16,269 | $225.8K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 16,861 | $234.0K | 0.00% | −506−2.9% | Reduced |
| Vivaldi Capital Management, LLC | 17,300 | $240.1K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 17,440 | $242.1K | 0.01% | +111+0.6% | Added |
| Landscape Capital Management, L.L.C. | 17,674 | $245.3K | 0.02% | +17,674 | New |
| JTC Employer Solutions Trusteee Ltd | 18,500 | $256.0K | 0.02% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 19,070 | $264.7K | 0.23% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 19,275 | $267.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 21,105 | $292.9K | 0.00% | −11,400−35.1% | Reduced |
| Jane Street Group, LLC | 26,391 | $366.3K | 0.00% | +26,391 | New |
| D.A. Davidson & Co. | 27,560 | $382.5K | 0.00% | −7,808−22.1% | Reduced |
| NWF Advisory Services Inc. | 27,943 | $387.8K | 0.05% | −6,731−19.4% | Reduced |
| Stratos Wealth Partners, LTD. | 29,420 | $408.4K | 0.01% | +29,420 | New |
| First Foundation Advisors | 29,579 | $410.6K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 29,860 | $414.5K | 0.03% | −2,413−7.5% | Reduced |
| Gridiron Partners, LLC | 29,970 | $416.0K | 0.27% | 00.0% | Unchanged |
| Davenport & Co LLC | 30,350 | $421.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 30,386 | $421.8K | 0.00% | +2,052+7.2% | Added |
| RSM US Wealth Management LLC | 30,746 | $426.8K | 0.01% | +30,746 | New |
| Tectonic Advisors LLC | 32,291 | $448.2K | 0.03% | +879+2.8% | Added |
| Maridea Wealth Management LLC | 34,745 | $482.3K | 0.16% | −122−0.3% | Reduced |
| Triumph Capital Management | 37,087 | $514.8K | 0.17% | +7,758+26.5% | Added |
| McDonald Partners LLC | 39,000 | $541.3K | 0.14% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 39,575 | $554.3K | 0.01% | −3,250−7.6% | Reduced |
| Sunbelt Securities, Inc. | 40,127 | $557.0K | 0.05% | +4,620+13.0% | Added |
| XTX Topco Ltd | 41,084 | $570.2K | 0.03% | +41,084 | New |
| Bryn Mawr Trust Co | 41,573 | $577.0K | 0.01% | +1,187+2.9% | Added |
| Lido Advisors, LLC | 43,284 | $601.2K | 0.00% | +43,284 | New |
| Change Path, LLC | 49,750 | $690.5K | 0.02% | +18,250+57.9% | Added |
| Bramshill Investments, LLC | 53,736 | $745.9K | 0.08% | +70+0.1% | Added |
| Envestnet Asset Management Inc | 54,427 | $755.4K | 0.00% | +10,739+24.6% | Added |
| Goldstone Financial Group, LLC | 64,969 | $901.8K | 0.14% | −19,860−23.4% | Reduced |
| Samalin Investment Counsel, LLC | 71,524 | $992.8K | 0.40% | +2,302+3.3% | Added |
| Concurrent Investment Advisors, LLC | 72,050 | $1.00M | 0.02% | +72,050 | New |
| Americana Partners, LLC | 79,317 | $1.10M | 0.04% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 87,226 | $1.21M | 0.53% | +3,448+4.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 89,425 | $1.24M | 0.42% | +89,425 | New |
| First Trust Advisors LP | 91,949 | $1.28M | 0.00% | −2,802−3.0% | Reduced |
| Wedbush Securities Inc | 92,299 | $1.28M | 0.05% | +9,600+11.6% | Added |
| Stifel Financial Corp | 113,913 | $1.58M | 0.00% | −1,727−1.5% | Reduced |
| Belpointe Asset Management LLC | 120,434 | $1.67M | 0.09% | −3,605−2.9% | Reduced |
| Cetera Investment Advisers | 123,230 | $1.71M | 0.00% | +28,044+29.5% | Added |
| Independent Financial Group, LLC | 126,424 | $1.75M | 0.06% | +9,119+7.8% | Added |
| Venture Visionary Partners LLC | 127,532 | $1.77M | 0.07% | 00.0% | Unchanged |
| Anchor Capital Management Group Inc | 134,500 | $1.87M | 0.86% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 146,450 | $2.03M | 0.00% | +27,897+23.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 147,415 | $2.05M | 0.01% | +15,706+11.9% | Added |
| Private Advisor Group, LLC | 170,924 | $2.37M | 0.01% | +53,378+45.4% | Added |
| Consolidated Portfolio Review Corp | 216,231 | $3.00M | 0.48% | +27,782+14.7% | Added |
| Capital Investment Advisors, LLC | 221,137 | $3.07M | 0.06% | −12,509−5.4% | Reduced |