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 |
|---|---|---|---|---|---|
| Element Wealth, LLC | 227,567 | $3.07M | 1.41% | −21,331−8.6% | Reduced |
| Leavell Investment Management, Inc. | 298,853 | $4.07M | 0.18% | +34,989+13.3% | Added |
| J.W. Cole Advisors, Inc. | 341,423 | $4.60M | 0.10% | +16,209+5.0% | Added |
| Cornerstone Advisory, LLC | 355,904 | $4.80M | 0.52% | −51,098−12.6% | Reduced |
| Raymond James Financial Inc | 502,546 | $6.77M | 0.00% | +31,767+6.7% | Added |
| HighTower Advisors, LLC | 531,490 | $7.16M | 0.01% | +96,867+22.3% | Added |
| Commonwealth Equity Services, LLC | 676,091 | $9.11M | 0.01% | +3,914+0.6% | Added |
| Bank of America Corp | 689,558 | $9.30M | 0.00% | +45,367+7.0% | Added |
| Guggenheim Capital LLC | 773,376 | $10.4M | 0.08% | +27,566+3.7% | Added |
| Invesco Ltd. | 932,102 | $12.6M | 0.00% | +44,983+5.1% | Added |
| Cohen & Steers, Inc. | 1,305,639 | $17.6M | 0.03% | +11,977+0.9% | Added |
| Royal Bank of Canada | 1,359,860 | $18.3M | 0.00% | +161,069+13.4% | Added |
| Cercano Management LLC | 1,666,651 | $22.5M | 0.64% | +295,858+21.6% | Added |
| SOL Capital Management CO | 1,672,629 | $22.5M | 2.19% | +112,101+7.2% | Added |
| Wells Fargo & Company | 2,597,042 | $35.0M | 0.01% | −71,393−2.7% | Reduced |
| UBS Group AG | 3,506,474 | $47.3M | 0.01% | +111,882+3.3% | Added |
| Morgan Stanley | 4,687,672 | $63.2M | 0.00% | +28,106+0.6% | Added |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −89,425−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −43,284−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −41,084−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −30,746−100.0% | Sold out |
| Merkkuri Wealth Advisors LLC | 0 | $0 | 0.00% | −19,070−100.0% | Sold out |
| JTC Employer Solutions Trusteee Ltd | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −17,674−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −15,778−100.0% | Sold out |
| Leigh Baldwin & Co., LLC | 0 | $0 | 0.00% | −12,507−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −84,723−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |
| Noble Wealth Management PBC | – | – | – | – | Not filed |