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, Q4 2025
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Dec 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
- 130
- −3 vs. Q3 2025
- Shares held
- 27.7M
- +268.8K (+1.0%) vs. Q3 2025
- Total value
- $384.8M
- +$436.4K (+0.1%) vs. Q3 2025
- New holders
- 14
- 52 more added
- Sold out
- 17
- 34 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,397,465 | $74.7M | 0.00% | +698,797+14.9% | Added |
| UBS Group AG | 3,521,827 | $48.7M | 0.01% | +164,530+4.9% | Added |
| Wells Fargo & Company | 2,401,365 | $33.2M | 0.01% | −49,704−2.0% | Reduced |
| Royal Bank of Canada | 2,194,483 | $30.4M | 0.01% | +763,471+53.4% | Added |
| SOL Capital Management CO | 1,698,816 | $23.5M | 2.11% | +19,013+1.1% | Added |
| Cohen & Steers, Inc. | 1,230,570 | $17.0M | 0.03% | −17,431−1.4% | Reduced |
| Invesco Ltd. | 929,247 | $12.9M | 0.00% | −35,687−3.7% | Reduced |
| Guggenheim Capital LLC | 804,732 | $11.1M | 0.08% | −10,207−1.3% | Reduced |
| Bank of America Corp | 799,983 | $11.1M | 0.00% | +48,896+6.5% | Added |
| Raymond James Financial Inc | 706,009 | $9.77M | 0.00% | +81,431+13.0% | Added |
| Commonwealth Equity Services, LLC | 650,442 | $9.00M | 0.01% | +1030.0% | Added |
| HighTower Advisors, LLC | 586,052 | $8.11M | 0.01% | +5,605+1.0% | Added |
| Leavell Investment Management, Inc. | 385,552 | $5.38M | 0.22% | +66,194+20.7% | Added |
| J.W. Cole Advisors, Inc. | 356,203 | $4.93M | 0.12% | −27,603−7.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 345,432 | $4.78M | 1.62% | +27,307+8.6% | Added |
| Cornerstone Advisory, LLC | 322,492 | $4.46M | 0.43% | −20,000−5.8% | Reduced |
| Envestnet Asset Management Inc | 320,807 | $4.44M | 0.00% | −60,693−15.9% | Reduced |
| LPL Financial LLC | 306,502 | $4.24M | 0.00% | +30,762+11.2% | Added |
| Private Advisor Group, LLC | 284,440 | $3.94M | 0.02% | +47,259+19.9% | Added |
| International Assets Investment Management, LLC | 272,738 | $3.77M | 0.26% | +111,905+69.6% | Added |
| Element Wealth, LLC | 224,418 | $3.11M | 1.28% | −2,468−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 223,932 | $3.10M | 0.00% | +50,794+29.3% | Added |
| Capital Investment Advisors, LLC | 204,148 | $2.83M | 0.04% | −7,760−3.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 189,584 | $2.62M | 0.01% | −30,416−13.8% | Reduced |
| GWM Advisors LLC | 183,484 | $2.54M | 0.01% | +49,340+36.8% | Added |
| Cetera Investment Advisers | 169,446 | $2.35M | 0.00% | −4,855−2.8% | Reduced |
| Estate Planners Group, LLC | 159,844 | $2.21M | 0.96% | +159,844 | New |
| Cambridge Investment Research Advisors, Inc. | 140,995 | $1.95M | 0.01% | −5,912−4.0% | Reduced |
| Anchor Capital Management Group Inc | 134,500 | $1.90M | 0.96% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 127,532 | $1.77M | 0.06% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 125,564 | $1.74M | 0.04% | +1,062+0.9% | Added |
| Belpointe Asset Management LLC | 117,742 | $1.63M | 0.06% | −9,323−7.3% | Reduced |
| Jane Street Group, LLC | 101,330 | $1.40M | 0.00% | +35,502+53.9% | Added |
| Wedbush Securities Inc | 98,845 | $1.37M | 0.04% | −5,046−4.9% | Reduced |
| Concurrent Investment Advisors, LLC | 92,725 | $1.28M | 0.01% | +4,050+4.6% | Added |
| Palogic Value Management, L.P. | 90,184 | $1.25M | 0.54% | 00.0% | Unchanged |
| Triumph Capital Management | 81,195 | $1.12M | 0.24% | +190+0.2% | Added |
| Americana Partners, LLC | 79,317 | $1.10M | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 73,233 | $1.01M | 0.36% | −2,995−3.9% | Reduced |
| Boreal Capital Management LLC | 0 | $1.01M | 0.76% | 0 | Unchanged |
| Comerica Bank | 72,112 | $998.0K | 0.00% | +58,312+422.6% | Added |
| Goldstone Financial Group, LLC | 66,735 | $923.6K | 0.10% | +246+0.4% | Added |
| RFG Advisory, LLC | 53,273 | $737.3K | 0.01% | +7,495+16.4% | Added |
| First Trust Advisors LP | 53,027 | $733.9K | 0.00% | −21,746−29.1% | Reduced |
| Bramshill Investments, LLC | 52,448 | $725.9K | 0.04% | +337+0.6% | Added |
| AlphaCore Capital LLC | 48,624 | $679.4K | 0.02% | +14,189+41.2% | Added |
| Northwestern Mutual Wealth Management Co | 46,657 | $645.7K | 0.00% | +13,253+39.7% | Added |
| McDonald Partners LLC | 46,000 | $636.6K | 0.20% | +7,000+17.9% | Added |
| Kestra Advisory Services, LLC | 44,820 | $620.3K | 0.00% | +8,393+23.0% | Added |
| Stifel Financial Corp | 44,362 | $614.0K | 0.00% | +766+1.8% | Added |
| Change Path, LLC | 35,500 | $491.3K | 0.01% | −8,250−18.9% | Reduced |
| Maridea Wealth Management LLC | 35,389 | $489.8K | 0.07% | +97+0.3% | Added |
| Sunbelt Securities, Inc. | 34,584 | $478.6K | 0.03% | −8,439−19.6% | Reduced |
| Rockefeller Capital Management L.P. | 34,021 | $470.9K | 0.00% | +26,132+331.2% | Added |
| RSM US Wealth Management LLC | 32,839 | $460.0K | 0.01% | −9,169−21.8% | Reduced |
| Meadowbrook Wealth Management, LLC | 32,970 | $456.3K | 0.52% | +100+0.3% | Added |
| Davenport & Co LLC | 31,350 | $433.9K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 31,234 | $432.3K | 0.00% | +2,470+8.6% | Added |
| PFG Investments, LLC | 30,363 | $420.2K | 0.02% | +1,551+5.4% | Added |
| Gridiron Partners, LLC | 29,970 | $414.8K | 0.24% | −97,754−76.5% | Reduced |
| Fund Advisors of America Inc | 29,356 | $406.3K | 0.37% | +29,356 | New |
| First Foundation Advisors | 24,928 | $345.0K | 0.01% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 24,540 | $339.6K | 0.04% | −1,681−6.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 22,807 | $315.6K | 0.00% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 22,557 | $312.2K | 0.02% | −1,500−6.2% | Reduced |
| Buska Wealth Management, LLC | 21,838 | $302.2K | 0.11% | +5,057+30.1% | Added |
| D.A. Davidson & Co. | 21,633 | $299.4K | 0.00% | −2,131−9.0% | Reduced |
| HBK Sorce Advisory LLC | 21,000 | $295.9K | 0.01% | +1,000+5.0% | Added |
| Jaffetilchin Investment Partners, LLC | 21,206 | $293.5K | 0.02% | +21,206 | New |
| Lowe Brockenbrough & Co Inc | 21,000 | $290.6K | 0.01% | −3,400−13.9% | Reduced |
| Creative Planning | 20,884 | $289.0K | 0.00% | +5,498+35.7% | Added |
| Mercer Global Advisors Inc | 20,740 | $287.0K | 0.00% | +20,740 | New |
| Private Wealth Asset Management, LLC | 19,932 | $275.9K | 0.03% | +19,932 | New |
| VestGen Advisors, LLC | 19,236 | $266.2K | 0.01% | +3,236+20.2% | Added |
| Pensionmark Financial Group, LLC | 17,406 | $240.9K | 0.00% | +17,406 | New |
| Two Sigma Securities, LLC | 17,281 | $239.2K | 0.03% | +5,544+47.2% | Added |
| Scotia Capital Inc. | 17,077 | $236.3K | 0.00% | +719+4.4% | Added |
| Courier Capital LLC | 16,269 | $225.2K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 16,228 | $224.6K | 0.00% | +173+1.1% | Added |
| NWF Advisory Services Inc. | 16,008 | $221.6K | 0.02% | −8,245−34.0% | Reduced |
| MML Investors Services, LLC | 15,937 | $220.6K | 0.00% | +136+0.9% | Added |
| Tennessee Valley Asset Management Partners | 15,778 | $218.4K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 15,301 | $213.7K | 0.01% | −4,386−22.3% | Reduced |
| AE Wealth Management LLC | 15,030 | $208.0K | 0.00% | +809+5.7% | Added |
| Carnegie Capital Asset Management, LLC | 15,000 | $207.6K | 0.00% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 15,000 | $207.6K | 0.04% | +2,500+20.0% | Added |
| Onyx Bridge Wealth Group LLC | 13,167 | $182.2K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 13,178 | $182.0K | 0.00% | +2,184+19.9% | Added |
| Kingswood Wealth Advisors, LLC | 12,130 | $167.9K | 0.01% | +1,500+14.1% | Added |
| Clearstead Advisors, LLC | 11,768 | $162.9K | 0.00% | +11,768 | New |
| Wealth Enhancement Advisory Services, LLC | 11,328 | $157.9K | 0.00% | +29+0.3% | Added |
| Park National Corp | 10,974 | $151.9K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 10,762 | $148.9K | 0.00% | +10,718+24,359.1% | Added |
| Burney Co | 10,600 | $146.7K | 0.00% | +10,600 | New |
| Beacon Financial Advisory LLC | 10,593 | $146.6K | 0.03% | +10,593 | New |
| Ethos Financial Group, LLC | 10,000 | $139.7K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,022 | $138.7K | 0.01% | −8,245−45.1% | Reduced |
| Essential Investment Partners LLC | 9,300 | $128.7K | 0.12% | +9,300 | New |
| Noble Wealth Management PBC | 8,283 | $114.6K | 0.06% | +1,769+27.2% | Added |
| National Bank of Canada | 8,030 | $111.2K | 0.00% | −2,970−27.0% | Reduced |