We are live on ! Find out more
PDO

PIMCO Dynamic Income Opportunities Fund
PDO

133 hedge funds and large institutions have $385M invested in PIMCO Dynamic Income Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

57% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 30

17% more funds holding

Funds holding: 114 → 133 (+19)

8% more capital invested

Capital invested by funds: $355M → $385M (+$30.1M)

0.95% more ownership

Funds ownership: 20.65% → 21.6% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
133
Holders Change
+19
Holders Change %
+16.67%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
47
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.43M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$4.36M
3
P
&Partners
Tennessee
+$3.02M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.67M
5
GP
Gridiron Partners
Pennsylvania
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$2.36M
2
UBS Group
UBS Group
Switzerland
-$2.04M
3
Wells Fargo
Wells Fargo
California
-$2M
4
Cohen & Steers
Cohen & Steers
New York
-$790K
5
RAM
Readystate Asset Management
Illinois
-$719K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.41M +$87.2K +6,362 +4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.07M -$65.1K -4,747 -3%
ACMG
28
Anchor Capital Management Group
California
$1.9M – – –
NA
29
NewEdge Advisors
Louisiana
$1.89M +$106K +7,759 +6%
VVP
30
Venture Visionary Partners
Ohio
$1.8M – – –
BAM
31
Belpointe Asset Management
Nevada
$1.79M +$283K +20,676 +19%
IFG
32
Independent Financial Group
California
$1.76M -$24.2K -1,767 -1%
WS
33
Wedbush Securities
California
$1.47M +$92.1K +6,723 +7%
PVM
34
Palogic Value Management
Texas
$1.27M +$57K +4,158 +5%
CIA
35
Concurrent Investment Advisors
Florida
$1.25M +$107K +7,783 +10%
TCM
36
Triumph Capital Management
Colorado
$1.14M +$309K +22,515 +38%
AP
37
Americana Partners
Texas
$1.12M – – –
SIC
38
Samalin Investment Counsel
New York
$1.08M +$42.8K +3,120 +4%
First Trust Advisors
39
First Trust Advisors
Illinois
$1.06M -$23.7K -1,727 -2%
GFG
40
Goldstone Financial Group
Illinois
$939K +$27.8K +2,027 +3%
Jane Street
41
Jane Street
New York
$929K +$103K +7,543 +13%
BI
42
Bramshill Investments
Florida
$736K -$16.9K -1,236 -2%
RA
43
RFG Advisory
Alabama
$646K – – –
CW
44
CreativeOne Wealth
Kansas
$618K -$82.2K -6,000 -12%
Stifel Financial
45
Stifel Financial
Missouri
$616K -$13.5K -985 -2%
SS
46
Sunbelt Securities
Texas
$607K +$103K +7,516 +21%
CL
47
Choreo LLC
Illinois
$595K +$576K +42,008 New
MP
48
McDonald Partners
Ohio
$551K – – –
KAS
49
Kestra Advisory Services
Texas
$514K +$5.89K +430 +1%
AC
50
AlphaCore Capital
California
$491K -$13.6K -991 -3%
1
2
3 4 5

PDO Hedge Fund Activity: Q3 2025 in Review

133 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Opportunities Fund (PDO) for Q3 2025, worth a combined $385M — up 8.5% from $355M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PDO positions and 8 closed out — a net gain of 20 holders — while 47 added to existing stakes and 30 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.43M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $2.36M sold.

  • 133 institutional investors held PIMCO Dynamic Income Opportunities Fund (PDO) as of Q3 2025, up from 114 in Q2 2025.
  • Funds reported $385M of PIMCO Dynamic Income Opportunities Fund stock for Q3 2025, up 8.5% quarter-over-quarter.
  • 28 funds opened new PIMCO Dynamic Income Opportunities Fund positions in Q3 2025 and 8 closed out, a net change of +20 holders.
  • The largest PIMCO Dynamic Income Opportunities Fund buyer in Q3 2025 was Envestnet Asset Management, an estimated $4.43M added.
  • The largest PIMCO Dynamic Income Opportunities Fund seller in Q3 2025 was Balyasny Asset Management, an estimated $2.36M sold.

Based on aggregated 13F filings for Q3 2025.