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, Q2 2025
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Jun 30, 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
- 117
- 0 vs. Q1 2025
- Shares held
- 26.3M
- +898.9K (+3.5%) vs. Q1 2025
- Total value
- $354.5M
- +$3.62M (+1.0%) vs. Q1 2025
- New holders
- 16
- 44 more added
- Sold out
- 16
- 30 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,687,672 | $63.2M | 0.00% | +28,106+0.6% | Added |
| UBS Group AG | 3,506,474 | $47.3M | 0.01% | +111,882+3.3% | Added |
| Wells Fargo & Company | 2,597,042 | $35.0M | 0.01% | −71,393−2.7% | Reduced |
| SOL Capital Management CO | 1,672,629 | $22.5M | 2.19% | +112,101+7.2% | Added |
| Cercano Management LLC | 1,666,651 | $22.5M | 0.64% | +295,858+21.6% | Added |
| Royal Bank of Canada | 1,359,860 | $18.3M | 0.00% | +161,069+13.4% | Added |
| Cohen & Steers, Inc. | 1,305,639 | $17.6M | 0.03% | +11,977+0.9% | Added |
| Invesco Ltd. | 932,102 | $12.6M | 0.00% | +44,983+5.1% | Added |
| Guggenheim Capital LLC | 773,376 | $10.4M | 0.08% | +27,566+3.7% | Added |
| Bank of America Corp | 689,558 | $9.30M | 0.00% | +45,367+7.0% | Added |
| Commonwealth Equity Services, LLC | 676,091 | $9.11M | 0.01% | +3,914+0.6% | Added |
| HighTower Advisors, LLC | 531,490 | $7.16M | 0.01% | +96,867+22.3% | Added |
| Raymond James Financial Inc | 502,546 | $6.77M | 0.00% | +31,767+6.7% | Added |
| Cornerstone Advisory, LLC | 355,904 | $4.80M | 0.52% | −51,098−12.6% | Reduced |
| J.W. Cole Advisors, Inc. | 341,423 | $4.60M | 0.10% | +16,209+5.0% | Added |
| Leavell Investment Management, Inc. | 298,853 | $4.07M | 0.18% | +34,989+13.3% | Added |
| Element Wealth, LLC | 227,567 | $3.07M | 1.41% | −21,331−8.6% | Reduced |
| Consolidated Portfolio Review Corp | 224,617 | $3.03M | 0.42% | +8,386+3.9% | Added |
| Capital Investment Advisors, LLC | 216,395 | $2.92M | 0.05% | −4,742−2.1% | Reduced |
| LPL Financial LLC | 214,737 | $2.89M | 0.00% | −26,113−10.8% | Reduced |
| Private Advisor Group, LLC | 200,068 | $2.70M | 0.01% | +29,144+17.1% | Added |
| Balyasny Asset Management LLC | 174,862 | $2.36M | 0.01% | +174,862 | New |
| Advisor Group Holdings, Inc. | 166,776 | $2.25M | 0.00% | +20,326+13.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 151,654 | $2.04M | 0.01% | +4,239+2.9% | Added |
| Cetera Investment Advisers | 151,118 | $2.04M | 0.00% | +27,888+22.6% | Added |
| International Assets Investment Management, LLC | 149,773 | $2.02M | 0.16% | +149,773 | New |
| Anchor Capital Management Group Inc | 134,500 | $1.81M | 0.84% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 127,532 | $1.72M | 0.06% | 00.0% | Unchanged |
| GWM Advisors LLC | 126,385 | $1.70M | 0.01% | +105,280+498.8% | Added |
| Independent Financial Group, LLC | 126,269 | $1.70M | 0.05% | −155−0.1% | Reduced |
| Belpointe Asset Management LLC | 106,389 | $1.43M | 0.06% | −14,045−11.7% | Reduced |
| Wedbush Securities Inc | 97,168 | $1.31M | 0.05% | +4,869+5.3% | Added |
| Palogic Value Management, L.P. | 86,026 | $1.16M | 0.49% | −1,200−1.4% | Reduced |
| Concurrent Investment Advisors, LLC | 80,892 | $1.09M | 0.02% | +8,842+12.3% | Added |
| Americana Partners, LLC | 79,317 | $1.07M | 0.04% | 00.0% | Unchanged |
| First Trust Advisors LP | 76,500 | $1.03M | 0.00% | −15,449−16.8% | Reduced |
| Samalin Investment Counsel, LLC | 73,108 | $985.5K | 0.38% | +1,584+2.2% | Added |
| Goldstone Financial Group, LLC | 64,462 | $869.6K | 0.11% | −507−0.8% | Reduced |
| Triumph Capital Management | 58,490 | $788.4K | 0.24% | +21,403+57.7% | Added |
| Jane Street Group, LLC | 58,285 | $785.7K | 0.00% | +31,894+120.9% | Added |
| Envestnet Asset Management Inc | 58,065 | $782.7K | 0.00% | +3,638+6.7% | Added |
| Readystate Asset Management LP | 53,375 | $719.5K | 0.03% | +53,375 | New |
| Bramshill Investments, LLC | 53,347 | $719.1K | 0.08% | −389−0.7% | Reduced |
| Change Path, LLC | 49,750 | $670.6K | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 45,778 | $617.1K | 0.01% | +31,760+226.6% | Added |
| Stifel Financial Corp | 44,581 | $601.0K | 0.00% | −69,332−60.9% | Reduced |
| Bryn Mawr Trust Co | 42,810 | $577.1K | 0.01% | +1,237+3.0% | Added |
| McDonald Partners LLC | 39,000 | $525.7K | 0.13% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 37,700 | $513.0K | 0.01% | −1,875−4.7% | Reduced |
| Kestra Advisory Services, LLC | 35,997 | $485.2K | 0.00% | +5,611+18.5% | Added |
| Sunbelt Securities, Inc. | 35,507 | $482.5K | 0.04% | −4,620−11.5% | Reduced |
| AlphaCore Capital LLC | 35,426 | $482.1K | 0.02% | +35,426 | New |
| Maridea Wealth Management LLC | 35,574 | $479.5K | 0.12% | +829+2.4% | Added |
| Tectonic Advisors LLC | 33,206 | $447.6K | 0.03% | +915+2.8% | Added |
| Stratos Wealth Partners, LTD. | 31,944 | $430.6K | 0.01% | +2,524+8.6% | Added |
| Gridiron Partners, LLC | 29,970 | $404.0K | 0.25% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 0 | $403.1K | 0.33% | 0 | New |
| Davenport & Co LLC | 29,850 | $402.4K | 0.00% | −500−1.6% | Reduced |
| PFG Investments, LLC | 27,818 | $375.0K | 0.02% | −2,042−6.8% | Reduced |
| Naviter Wealth, LLC | 25,500 | $347.0K | 0.04% | +25,500 | New |
| D.A. Davidson & Co. | 25,065 | $337.9K | 0.00% | −2,495−9.1% | Reduced |
| First Foundation Advisors | 24,928 | $336.0K | 0.01% | −4,651−15.7% | Reduced |
| NWF Advisory Services Inc. | 23,435 | $315.9K | 0.04% | −4,508−16.1% | Reduced |
| Elequin Capital LP | 21,517 | $290.0K | 0.04% | +9,945+85.9% | Added |
| Williams Jones Wealth Management, LLC. | 19,275 | $259.8K | 0.00% | 00.0% | Unchanged |
| Courier Capital LLC | 16,269 | $219.3K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 16,071 | $216.6K | 0.01% | −1,369−7.8% | Reduced |
| Optimum Investment Advisors | 16,000 | $215.7K | 0.09% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,753 | $212.0K | 0.00% | −1,108−6.6% | Reduced |
| National Asset Management, Inc. | 15,365 | $207.1K | 0.01% | +503+3.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,292 | $206.1K | 0.03% | +15,292 | New |
| Carnegie Capital Asset Management, LLC | 15,000 | $202.2K | 0.00% | +15,000 | New |
| BlackRock, Inc. | 14,251 | $192.1K | 0.00% | +41+0.3% | Added |
| National Bank of Canada | 13,500 | $181.6K | 0.00% | −2,740−16.9% | Reduced |
| AE Wealth Management LLC | 13,347 | $179.9K | 0.00% | +13,347 | New |
| Onyx Bridge Wealth Group LLC | 13,167 | $177.5K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 13,150 | $177.3K | 0.00% | +13,150 | New |
| Crumly & Associates Inc. | 12,500 | $168.5K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 11,649 | $157.2K | 0.00% | +11,649 | New |
| Park National Corp | 10,974 | $147.9K | 0.00% | 00.0% | Unchanged |
| Scotia Capital Inc. | 10,950 | $147.6K | 0.00% | −1,450−11.7% | Reduced |
| Vivaldi Capital Management, LLC | 10,100 | $136.1K | 0.02% | −7,200−41.6% | Reduced |
| Ethos Financial Group, LLC | 10,000 | $136.1K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 9,618 | $129.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8,488 | $114.4K | 0.00% | +2,538+42.7% | Added |
| Comerica Bank | 8,083 | $109.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,610 | $75.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,600 | $75.5K | 0.00% | −4,313−43.5% | Reduced |
| Spire Wealth Management | 5,533 | $74.6K | 0.00% | −900−14.0% | Reduced |
| EverSource Wealth Advisors, LLC | 5,500 | $74.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,100 | $68.7K | 0.00% | −12−0.2% | Reduced |
| Huntington National Bank | – | $51.0K | 0.00% | – | – |
| Bank of New Hampshire | 3,725 | $50.2K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 3,655 | $49.3K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,429 | $46.2K | 0.00% | +3,429 | New |
| Principal Securities, Inc. | 2,804 | $37.8K | 0.00% | +1,455+107.9% | Added |
| Steward Partners Investment Advisory, LLC | 2,490 | $33.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,300 | $31.0K | 0.00% | −2,001−46.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 2,255 | $30.4K | 0.03% | +2,255 | New |
| The PNC Financial Services Group, Inc. | 2,200 | $29.7K | 0.00% | −4,300−66.2% | Reduced |