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PDO

PIMCO Dynamic Income Opportunities Fund
PDO

114 hedge funds and large institutions have $355M invested in PIMCO Dynamic Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

1% more capital invested

Capital invested by funds: $351M → $355M (+$3.5M)

0.7% more ownership

Funds ownership: 19.95% → 20.65% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less funds holding

Funds holding: 116 → 114 (-2)

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% 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
16
Increased
42
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CM
Cercano Management
Washington
+$3.95M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$2.33M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.15M
4
IAIM
International Assets Investment Management
Florida
+$2M
5
SCM
SOL Capital Management
Maryland
+$1.5M

Top Sellers

Rank Fund Capital Flow
1
IC
IEQ Capital
California
-$3.47M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.24M
3
Wells Fargo
Wells Fargo
California
-$953K
4
Stifel Financial
Stifel Financial
Missouri
-$925K
5
CA
Cornerstone Advisory
Maryland
-$682K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
26
International Assets Investment Management
Florida
$2.02M +$2M +149,773 New
ACMG
27
Anchor Capital Management Group
California
$1.81M – – –
VVP
28
Venture Visionary Partners
Ohio
$1.72M – – –
NA
29
NewEdge Advisors
Louisiana
$1.7M +$1.4M +105,280 +499%
IFG
30
Independent Financial Group
California
$1.7M -$2.07K -155 -0.1%
BAM
31
Belpointe Asset Management
Nevada
$1.43M -$187K -14,045 -12%
WS
32
Wedbush Securities
California
$1.31M +$65K +4,869 +5%
PVM
33
Palogic Value Management
Texas
$1.16M -$16K -1,200 -1%
CIA
34
Concurrent Investment Advisors
Florida
$1.09M +$118K +8,842 +12%
AP
35
Americana Partners
Texas
$1.07M – – –
First Trust Advisors
36
First Trust Advisors
Illinois
$1.03M -$206K -15,449 -17%
SIC
37
Samalin Investment Counsel
New York
$985K +$21.1K +1,584 +2%
GFG
38
Goldstone Financial Group
Illinois
$870K -$6.76K -507 -0.8%
TCM
39
Triumph Capital Management
Colorado
$788K +$286K +21,403 +58%
Jane Street
40
Jane Street
New York
$786K +$426K +31,894 +121%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$783K +$48.5K +3,638 +7%
RAM
42
Readystate Asset Management
Illinois
$719K +$712K +53,375 New
BI
43
Bramshill Investments
Florida
$719K -$5.19K -389 -0.7%
CW
44
CreativeOne Wealth
Kansas
$671K – – –
RA
45
RFG Advisory
Alabama
$617K +$424K +31,760 +227%
Stifel Financial
46
Stifel Financial
Missouri
$601K -$925K -69,332 -61%
WSFS
47
Wilmington Savings Fund Society
Delaware
$577K +$16.5K +1,237 +3%
MP
48
McDonald Partners
Ohio
$526K – – –
AWS
49
Atria Wealth Solutions
New York
$513K -$25K -1,875 -5%
KAS
50
Kestra Advisory Services
Texas
$485K +$74.9K +5,611 +18%
1
2
3 4 5

PDO Hedge Fund Activity: Q2 2025 in Review

114 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Opportunities Fund (PDO) for Q2 2025, worth a combined $355M — up 1% from $351M a quarter earlier.

Fund positioning in PDO was balanced in Q2 2025: 16 funds opened new positions, 16 closed out, 42 added to existing stakes and 30 trimmed.

The largest buyer was Cercano Management, adding an estimated $3.95M. The largest seller was IEQ Capital, exiting entirely with an estimated $3.47M sold.

  • 114 institutional investors held PIMCO Dynamic Income Opportunities Fund (PDO) as of Q2 2025, down from 116 in Q1 2025.
  • Funds reported $355M of PIMCO Dynamic Income Opportunities Fund stock for Q2 2025, up 1% quarter-over-quarter.
  • 16 funds opened new PIMCO Dynamic Income Opportunities Fund positions in Q2 2025 and 16 closed out, a net change of 0 holders.
  • The largest PIMCO Dynamic Income Opportunities Fund buyer in Q2 2025 was Cercano Management, an estimated $3.95M added.
  • The largest PIMCO Dynamic Income Opportunities Fund seller in Q2 2025 was IEQ Capital, an estimated $3.47M sold.

Based on aggregated 13F filings for Q2 2025.