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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 240,850 | $3.34M | 0.00% | +27,510+12.9% | Added |
| Element Wealth, LLC | 248,898 | $3.45M | 1.85% | −5,759−2.3% | Reduced |
| Ieq Capital, LLC | 250,000 | $3.47M | 0.03% | +250,000 | New |
| Leavell Investment Management, Inc. | 263,864 | $3.70M | 0.18% | +58,981+28.8% | Added |
| J.W. Cole Advisors, Inc. | 325,214 | $4.51M | 0.14% | +210,001+182.3% | Added |
| Cornerstone Advisory, LLC | 407,002 | $5.49M | 0.64% | −4,780−1.2% | Reduced |
| HighTower Advisors, LLC | 434,623 | $6.03M | 0.01% | +79,137+22.3% | Added |
| Raymond James Financial Inc | 470,779 | $6.53M | 0.00% | +135,762+40.5% | Added |
| Bank of America Corp | 644,191 | $8.94M | 0.00% | −44,479−6.5% | Reduced |
| Commonwealth Equity Services, LLC | 672,177 | $9.33M | 0.01% | +5,879+0.9% | Added |
| Guggenheim Capital LLC | 745,810 | $10.4M | 0.10% | +57,712+8.4% | Added |
| Invesco Ltd. | 887,119 | $12.3M | 0.00% | +6,301+0.7% | Added |
| Royal Bank of Canada | 1,198,791 | $16.6M | 0.00% | +214,269+21.8% | Added |
| Cohen & Steers, Inc. | 1,293,662 | $18.0M | 0.03% | −70,000−5.1% | Reduced |
| Cercano Management LLC | 1,370,793 | $19.0M | 0.56% | +883,339+181.2% | Added |
| SOL Capital Management CO | 1,560,528 | $21.7M | 2.39% | +86,722+5.9% | Added |
| Wells Fargo & Company | 2,668,435 | $37.0M | 0.01% | +202,671+8.2% | Added |
| UBS Group AG | 3,394,592 | $47.1M | 0.01% | −89,867−2.6% | Reduced |
| Morgan Stanley | 4,659,566 | $64.7M | 0.00% | −283,378−5.7% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −63,212−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −61,705−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −34,360−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −34,342−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −31,910−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −26,775−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −26,580−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −22,884−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −13,882−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,530−100.0% | Sold out |
| Northstar Financial Companies, Inc. | 0 | $0 | 0.00% | −12,851−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −12,851−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −12,632−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| Parvin Asset Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| HBC Financial Services, PLLC | – | – | – | – | Not filed |