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 |
|---|---|---|---|---|---|
| Camelot Portfolios, LLC | 8,000 | $110.7K | 0.07% | +8,000 | New |
| TD Waterhouse Canada Inc. | 7,800 | $108.0K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 7,147 | $98.9K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7,000 | $96.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,974 | $96.5K | 0.00% | −178−2.5% | Reduced |
| Harbour Investments, Inc. | 6,134 | $84.9K | 0.00% | +524+9.3% | Added |
| IFP Advisors, Inc | 5,100 | $70.6K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4,945 | $68.4K | 0.01% | +4,930+32,866.7% | Added |
| Huntington National Bank | – | $52.3K | 0.00% | – | – |
| Spire Wealth Management | 3,733 | $51.7K | 0.00% | −2,000−34.9% | Reduced |
| Bank of New Hampshire | 3,725 | $51.6K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,300 | $31.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,926 | $26.9K | 0.00% | +51+2.7% | Added |
| Larson Financial Group LLC | 1,932 | $26.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,896 | $26.2K | 0.00% | +15+0.8% | Added |
| FNY Investment Advisers, LLC | 1,600 | $22.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,440 | $19.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,400 | $19.4K | 0.00% | −1,690−54.7% | Reduced |
| Aspect Partners, LLC | 1,233 | $17.1K | 0.01% | −1,754−58.7% | Reduced |
| Allworth Financial LP | 1,029 | $14.2K | 0.00% | −2,204−68.2% | Reduced |
| SHP Wealth Management | 1,021 | $14.1K | 0.00% | +1,021 | New |
| Flagship Harbor Advisors, LLC | 725 | $10.0K | 0.00% | +725 | New |
| The PNC Financial Services Group, Inc. | 500 | $6.92K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 500 | $6.92K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 400 | $5.54K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 200 | $2.77K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 80 | $1.11K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 870 | $870 | 0.00% | +870 | New |
| Russell Investments Group, Ltd. | 1 | $14 | 0.00% | −249−99.6% | Reduced |
| Cercano Management LLC | 0 | $0 | 0.00% | −1,666,651−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −238,702−100.0% | Sold out |
| Leigh Baldwin & Co., LLC | 0 | $0 | 0.00% | −12,280−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,422−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −11,049−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −7,127−100.0% | Sold out |
| Tanglewood Legacy Advisors, LLC | 0 | $0 | 0.00% | −3,655−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −3,435−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −484−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Optimum Investment Advisors | – | – | – | – | Not filed |
| AllSquare Wealth Management LLC | – | – | – | – | Not filed |