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, Q3 2025
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Sep 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
- 135
- +19 vs. Q2 2025
- Shares held
- 27.5M
- +1.25M (+4.7%) vs. Q2 2025
- Total value
- $384.6M
- +$30.6M (+8.6%) vs. Q2 2025
- New holders
- 28
- 47 more added
- Sold out
- 9
- 30 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,698,668 | $66.3M | 0.00% | +10,996+0.2% | Added |
| UBS Group AG | 3,357,297 | $47.4M | 0.01% | −149,177−4.3% | Reduced |
| Wells Fargo & Company | 2,451,069 | $34.6M | 0.01% | −145,973−5.6% | Reduced |
| SOL Capital Management CO | 1,679,803 | $23.7M | 2.13% | +7,174+0.4% | Added |
| Cercano Management LLC | 1,666,651 | $23.5M | 0.90% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,431,012 | $20.2M | 0.00% | +71,152+5.2% | Added |
| Cohen & Steers, Inc. | 1,248,001 | $17.6M | 0.03% | −57,638−4.4% | Reduced |
| Invesco Ltd. | 964,934 | $13.6M | 0.00% | +32,832+3.5% | Added |
| Guggenheim Capital LLC | 814,939 | $11.5M | 0.09% | +41,563+5.4% | Added |
| Bank of America Corp | 751,087 | $10.6M | 0.00% | +61,529+8.9% | Added |
| Commonwealth Equity Services, LLC | 650,339 | $9.18M | 0.01% | −25,752−3.8% | Reduced |
| Raymond James Financial Inc | 624,578 | $8.82M | 0.00% | +122,032+24.3% | Added |
| HighTower Advisors, LLC | 580,447 | $8.20M | 0.01% | +48,957+9.2% | Added |
| J.W. Cole Advisors, Inc. | 383,806 | $5.42M | 0.10% | +42,383+12.4% | Added |
| Envestnet Asset Management Inc | 381,500 | $5.39M | 0.00% | +323,435+557.0% | Added |
| Cornerstone Advisory, LLC | 342,492 | $4.84M | 0.47% | −13,412−3.8% | Reduced |
| Leavell Investment Management, Inc. | 319,358 | $4.55M | 0.19% | +20,505+6.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 318,125 | $4.49M | 1.54% | +318,125 | New |
| LPL Financial LLC | 275,740 | $3.89M | 0.00% | +61,003+28.4% | Added |
| Consolidated Portfolio Review Corp | 238,702 | $3.37M | 0.42% | +14,085+6.3% | Added |
| Private Advisor Group, LLC | 237,181 | $3.35M | 0.02% | +37,113+18.6% | Added |
| Element Wealth, LLC | 226,886 | $3.20M | 1.40% | −681−0.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 220,000 | $3.11M | 0.02% | +220,000 | New |
| Capital Investment Advisors, LLC | 211,908 | $2.99M | 0.05% | −4,487−2.1% | Reduced |
| Cetera Investment Advisers | 174,301 | $2.46M | 0.00% | +23,183+15.3% | Added |
| Advisor Group Holdings, Inc. | 173,138 | $2.41M | 0.00% | +6,362+3.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 146,907 | $2.07M | 0.01% | −4,747−3.1% | Reduced |
| Anchor Capital Management Group Inc | 134,500 | $1.90M | 0.96% | 00.0% | Unchanged |
| GWM Advisors LLC | 134,144 | $1.89M | 0.01% | +7,759+6.1% | Added |
| Venture Visionary Partners LLC | 127,532 | $1.80M | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 127,065 | $1.79M | 0.07% | +20,676+19.4% | Added |
| Independent Financial Group, LLC | 124,502 | $1.76M | 0.04% | −1,767−1.4% | Reduced |
| Wedbush Securities Inc | 103,891 | $1.47M | 0.05% | +6,723+6.9% | Added |
| Palogic Value Management, L.P. | 90,184 | $1.27M | 0.54% | +4,158+4.8% | Added |
| Concurrent Investment Advisors, LLC | 88,675 | $1.25M | 0.02% | +7,783+9.6% | Added |
| Triumph Capital Management | 81,005 | $1.14M | 0.31% | +22,515+38.5% | Added |
| Americana Partners, LLC | 79,317 | $1.12M | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 76,228 | $1.08M | 0.37% | +3,120+4.3% | Added |
| First Trust Advisors LP | 74,773 | $1.06M | 0.00% | −1,727−2.3% | Reduced |
| Goldstone Financial Group, LLC | 66,489 | $938.8K | 0.11% | +2,027+3.1% | Added |
| Jane Street Group, LLC | 65,828 | $929.5K | 0.00% | +7,543+12.9% | Added |
| Bramshill Investments, LLC | 52,111 | $735.8K | 0.05% | −1,236−2.3% | Reduced |
| RFG Advisory, LLC | 45,778 | $646.4K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 43,750 | $617.8K | 0.02% | −6,000−12.1% | Reduced |
| Stifel Financial Corp | 43,596 | $615.6K | 0.00% | −985−2.2% | Reduced |
| Sunbelt Securities, Inc. | 43,023 | $607.5K | 0.04% | +7,516+21.2% | Added |
| RSM US Wealth Management LLC | 42,008 | $595.1K | 0.01% | +42,008 | New |
| McDonald Partners LLC | 39,000 | $550.7K | 0.16% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 36,427 | $514.3K | 0.00% | +430+1.2% | Added |
| AlphaCore Capital LLC | 34,435 | $490.6K | 0.02% | −991−2.8% | Reduced |
| Maridea Wealth Management LLC | 35,292 | $478.6K | 0.07% | −282−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 33,404 | $471.7K | 0.00% | +27,804+496.5% | Added |
| Meadowbrook Wealth Management, LLC | 32,870 | $464.1K | 0.48% | +32,870 | New |
| Davenport & Co LLC | 31,350 | $442.7K | 0.00% | +1,500+5.0% | Added |
| Gridiron Partners, LLC | 127,724 | $423.2K | 0.24% | +97,754+326.2% | Added |
| PFG Investments, LLC | 28,812 | $406.8K | 0.02% | +994+3.6% | Added |
| Stratos Wealth Partners, LTD. | 28,764 | $406.2K | 0.00% | −3,180−10.0% | Reduced |
| Brookwood Investment Group LLC | 26,221 | $370.2K | 0.05% | +26,221 | New |
| Boreal Capital Management LLC | 0 | $354.7K | 0.29% | 0 | Unchanged |
| First Foundation Advisors | 24,928 | $352.0K | 0.01% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 24,400 | $344.5K | 0.02% | +24,400 | New |
| NWF Advisory Services Inc. | 24,253 | $342.5K | 0.04% | +818+3.5% | Added |
| Tectonic Advisors LLC | 24,057 | $339.7K | 0.02% | −9,149−27.6% | Reduced |
| D.A. Davidson & Co. | 23,764 | $335.6K | 0.00% | −1,301−5.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 22,807 | $322.0K | 0.00% | +3,532+18.3% | Added |
| StoneX Group Inc. | 19,687 | $279.7K | 0.01% | +19,687 | New |
| HBK Sorce Advisory LLC | 20,000 | $279.6K | 0.01% | +20,000 | New |
| National Asset Management, Inc. | 18,267 | $257.9K | 0.01% | +2,902+18.9% | Added |
| Buska Wealth Management, LLC | 16,781 | $236.9K | 0.07% | +16,781 | New |
| Scotia Capital Inc. | 16,358 | $231.0K | 0.00% | +5,408+49.4% | Added |
| Courier Capital LLC | 16,269 | $229.7K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 16,055 | $226.7K | 0.00% | −16−0.1% | Reduced |
| Optimum Investment Advisors | 16,000 | $225.9K | 0.09% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 16,000 | $225.9K | 0.01% | +16,000 | New |
| MML Investors Services, LLC | 15,801 | $223.1K | 0.00% | +48+0.3% | Added |
| Tennessee Valley Asset Management Partners | 15,778 | $222.8K | 0.03% | +15,778 | New |
| Creative Planning | 15,386 | $217.3K | 0.00% | +15,386 | New |
| Carnegie Capital Asset Management, LLC | 15,000 | $211.8K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,221 | $200.8K | 0.00% | +874+6.5% | Added |
| Comerica Bank | 13,800 | $194.9K | 0.00% | +5,717+70.7% | Added |
| Onyx Bridge Wealth Group LLC | 13,167 | $185.9K | 0.02% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 12,500 | $176.5K | 0.04% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 12,280 | $173.4K | 0.10% | +12,280 | New |
| Two Sigma Securities, LLC | 11,737 | $165.7K | 0.02% | +11,737 | New |
| Mariner, LLC | 11,422 | $161.3K | 0.00% | +11,422 | New |
| Wealth Enhancement Advisory Services, LLC | 11,299 | $160.4K | 0.00% | −350−3.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,049 | $156.0K | 0.02% | −4,243−27.7% | Reduced |
| National Bank of Canada | 11,000 | $155.1K | 0.00% | −2,500−18.5% | Reduced |
| CWM, LLC | 10,994 | $155.0K | 0.00% | +8,962+441.0% | Added |
| Park National Corp | 10,974 | $155.0K | 0.00% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 10,630 | $150.1K | 0.01% | +10,630 | New |
| Vivaldi Capital Management, LLC | 10,100 | $142.6K | 0.02% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 10,000 | $142.5K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 7,889 | $111.4K | 0.00% | +7,889 | New |
| TD Waterhouse Canada Inc. | 7,800 | $110.0K | 0.00% | −1,818−18.9% | Reduced |
| CoreCap Advisors, LLC | 7,152 | $101.0K | 0.00% | −1,336−15.7% | Reduced |
| Anfield Capital Management, LLC | 7,147 | $100.9K | 0.03% | +7,147 | New |
| Advisory Services Network, LLC | 7,127 | $100.6K | 0.00% | +7,127 | New |
| EverSource Wealth Advisors, LLC | 7,000 | $98.8K | 0.00% | +1,500+27.3% | Added |
| Noble Wealth Management PBC | 6,514 | $92.0K | 0.05% | +6,514 | New |