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PDO

PIMCO Dynamic Income Opportunities Fund

116 hedge funds and large institutions have $351M invested in PIMCO Dynamic Income Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $318M → $351M (+$33.1M)

2% more funds holding

Funds holding: 114116 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.24% less ownership

Funds ownership: 21.18%19.95% (-1.2%)

Holders
116
Holders Change
+2
Holders Change %
+1.75%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
40
Reduced
24
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
26
Venture Visionary Partners
Ohio
$1.77M
IFG
27
Independent Financial Group
California
$1.75M +$126K +9,119 +8%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$1.71M +$387K +28,044 +29%
BAM
29
Belpointe Asset Management
Nevada
$1.67M -$49.8K -3,605 -3%
Stifel Financial
30
Stifel Financial
Missouri
$1.58M -$23.9K -1,727 -1%
WS
31
Wedbush Securities
California
$1.28M +$133K +9,600 +12%
First Trust Advisors
32
First Trust Advisors
Illinois
$1.28M -$38.7K -2,802 -3%
TJHA
33
Thomas J. Herzfeld Advisors
Florida
$1.24M +$1.24M +89,425 New
PVM
34
Palogic Value Management
Texas
$1.21M +$47.6K +3,448 +4%
AP
35
Americana Partners
Texas
$1.1M
CIA
36
Concurrent Investment Advisors
Florida
$1M +$995K +72,050 New
SIC
37
Samalin Investment Counsel
New York
$993K +$31.8K +2,302 +3%
GFG
38
Goldstone Financial Group
Illinois
$902K -$274K -19,860 -23%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$755K +$148K +10,739 +25%
BI
40
Bramshill Investments
Florida
$746K +$967 +70 +0.1%
CW
41
CreativeOne Wealth
Kansas
$691K +$252K +18,250 +58%
Lido Advisors
42
Lido Advisors
California
$601K +$598K +43,284 New
WSFS
43
Wilmington Savings Fund Society
Delaware
$577K +$16.4K +1,187 +3%
XT
44
XTX Topco
Cayman Islands
$570K +$568K +41,084 New
SS
45
Sunbelt Securities
Texas
$557K +$63.8K +4,620 +13%
AWS
46
Atria Wealth Solutions
New York
$554K -$44.9K -3,250 -8%
MP
47
McDonald Partners
Ohio
$541K
TCM
48
Triumph Capital Management
Colorado
$515K +$107K +7,758 +26%
MWM
49
Maridea Wealth Management
New York
$482K -$1.69K -122 -0.3%
TA
50
Tectonic Advisors
Texas
$448K +$12.1K +879 +3%