PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

112 hedge funds and large institutions have $353M invested in PIMCO Dynamic Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 16 closing their positions.

Holders
112
Holders Change
-3
Holders Change %
-2.61%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
41
Reduced
28
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Cercano Management
Washington
$22.5M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$2.36M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$18.3M
4
IAIM
4
International Assets Investment Management
Florida
$2.02M
5
SCM
5
SOL Capital Management
Maryland
$22.5M

Top Sellers

1
IC
1
IEQ Capital
California
$0
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$35M
4
Stifel Financial
4
Stifel Financial
Missouri
$601K
5
CA
5
Cornerstone Advisory
Maryland
$4.8M
Name Market Value Shares Shares
Change 		Shares
Change %
ACMG
26
Anchor Capital Management Group
California
$1.81M 134,500 – –
VVP
27
Venture Visionary Partners
Ohio
$1.72M 127,532 – –
NA
28
NewEdge Advisors
Louisiana
$1.7M 126,385 +105,280 +499%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.53M 112,445 -34,005 -23%
BAM
30
Belpointe Asset Management
Nevada
$1.43M 106,389 -14,045 -12%
WS
31
Wedbush Securities
California
$1.31M 97,168 +4,869 +5%
PVM
32
Palogic Value Management
Texas
$1.16M 86,026 -1,200 -1%
CIA
33
Concurrent Investment Advisors
Florida
$1.09M 80,892 +8,842 +12%
AP
34
Americana Partners
Texas
$1.07M 79,317 – –
First Trust Advisors
35
First Trust Advisors
Illinois
$1.03M 76,500 -15,449 -17%
SIC
36
Samalin Investment Counsel
New York
$985K 73,108 +1,584 +2%
GFG
37
Goldstone Financial Group
Illinois
$870K 64,462 -507 -0.8%
T
38
Tableaux
Massachusetts
$851K 5,191 +5,191 New
TCM
39
Triumph Capital Management
Colorado
$788K 58,490 +21,403 +58%
Jane Street
40
Jane Street
New York
$786K 58,285 +31,894 +121%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$783K 58,065 +3,638 +7%
RAM
42
Readystate Asset Management
Illinois
$719K 53,375 +53,375 New
BI
43
Bramshill Investments
Florida
$719K 53,347 -389 -0.7%
CW
44
CreativeOne Wealth
Kansas
$671K 49,750 – –
RA
45
RFG Advisory
Alabama
$617K 45,778 +31,760 +227%
Stifel Financial
46
Stifel Financial
Missouri
$601K 44,581 -69,332 -61%
WSFS
47
Wilmington Savings Fund Society
Delaware
$577K 42,810 +1,237 +3%
MP
48
McDonald Partners
Ohio
$526K 39,000 – –
AWS
49
Atria Wealth Solutions
New York
$513K 37,700 -1,875 -5%
KAS
50
Kestra Advisory Services
Texas
$485K 35,997 +5,611 +18%
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