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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 5,733 | $81.0K | 0.00% | +200+3.6% | Added |
| Harbour Investments, Inc. | 5,610 | $79.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,100 | $72.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $53.4K | 0.00% | – | – |
| Bank of New Hampshire | 3,725 | $52.6K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 3,655 | $51.6K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,435 | $48.5K | 0.00% | +631+22.5% | Added |
| Allworth Financial LP | 3,233 | $45.6K | 0.00% | +2,213+217.0% | Added |
| Steward Partners Investment Advisory, LLC | 3,090 | $43.6K | 0.00% | +600+24.1% | Added |
| Aspect Partners, LLC | 2,987 | $42.2K | 0.02% | +2,987 | New |
| Ameritas Advisory Services, LLC | 2,700 | $38.1K | 0.00% | −729−21.3% | Reduced |
| CIBC Private Wealth Group, LLC | 2,300 | $32.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,932 | $27.3K | 0.00% | −102−5.0% | Reduced |
| Financial Management Professionals, Inc. | 1,875 | $26.7K | 0.00% | +52+2.9% | Added |
| Assetmark, Inc | 1,881 | $26.6K | 0.00% | +1,881 | New |
| FNY Investment Advisers, LLC | 1,600 | $22.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,440 | $20.3K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,200 | $16.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $14.1K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 580 | $8.19K | 0.00% | +16+2.8% | Added |
| The PNC Financial Services Group, Inc. | 500 | $7.06K | 0.00% | −1,700−77.3% | Reduced |
| SRS Capital Advisors, Inc. | 500 | $7.06K | 0.00% | +500 | New |
| Pin Oak Investment Advisors Inc | 484 | $6.90K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 400 | $5.65K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 250 | $3.53K | 0.00% | +250 | New |
| Highline Wealth Partners LLC | 200 | $2.82K | 0.00% | +200 | New |
| Whittier Trust Co | 142 | $2.01K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 80 | $1.13K | 0.00% | −1−1.2% | Reduced |
| Valley National Advisers Inc | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 70 | $989 | 0.00% | +70 | New |
| International Assets Investment Management, LLC | 160,833 | $805 | 0.00% | +11,060+7.4% | Added |
| BlackRock, Inc. | 44 | $617 | 0.00% | −14,207−99.7% | Reduced |
| Ronald Blue Trust, Inc. | 25 | $353 | 0.00% | +25 | New |
| Activest Wealth Management | 15 | $199 | 0.00% | +15 | New |
| JPMorgan Chase & Co | 1 | $14 | 0.00% | −742−99.9% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −174,862−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −53,375−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −42,810−100.0% | Sold out |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −21,517−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −13,150−100.0% | Sold out |
| MeadowBrook Investment Advisors LLC | 0 | $0 | 0.00% | −2,255−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Pension & Wealth Management Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |