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PDO

PIMCO Dynamic Income Opportunities Fund
PDO

128 hedge funds and large institutions have $385M invested in PIMCO Dynamic Income Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 34

0% more capital invested

Capital invested by funds: $385M → $385M (+$194K)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.46% less ownership

Funds ownership: 21.6% → 20.14% (-1.5%)

4% less funds holding

Funds holding: 133 → 128 (-5)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
128
Holders Change
-5
Holders Change %
-3.76%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
52
Reduced
34
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.6M
2
Morgan Stanley
Morgan Stanley
New York
+$9.72M
3
UBS Group
UBS Group
Switzerland
+$2.29M
4
IAIM
International Assets Investment Management
Florida
+$1.56M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
CM
Cercano Management
Washington
-$23.5M
2
CPRC
Consolidated Portfolio Review Corp
New York
-$3.37M
3
GP
Gridiron Partners
Pennsylvania
-$1.36M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$844K
5
Wells Fargo
Wells Fargo
California
-$691K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.35M -$67.5K -4,855 -3%
EPG
27
Estate Planners Group
Pennsylvania
$2.21M +$2.22M +159,844 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.95M -$82.2K -5,912 -4%
ACMG
29
Anchor Capital Management Group
California
$1.9M – – –
VVP
30
Venture Visionary Partners
Ohio
$1.77M – – –
IFG
31
Independent Financial Group
California
$1.74M +$14.8K +1,062 +0.9%
BAM
32
Belpointe Asset Management
Nevada
$1.63M -$130K -9,323 -7%
Jane Street
33
Jane Street
New York
$1.4M +$494K +35,502 +54%
WS
34
Wedbush Securities
California
$1.37M -$70.2K -5,046 -5%
CIA
35
Concurrent Investment Advisors
Florida
$1.28M +$56.3K +4,050 +5%
PVM
36
Palogic Value Management
Texas
$1.25M – – –
TCM
37
Triumph Capital Management
Colorado
$1.12M +$2.64K +190 +0.2%
AP
38
Americana Partners
Texas
$1.1M – – –
SIC
39
Samalin Investment Counsel
New York
$1.01M -$41.7K -2,995 -4%
BCM
40
Boreal Capital Management
Florida
$1.01M – – –
Comerica Bank
41
Comerica Bank
Texas
$998K +$811K +58,312 +423%
GFG
42
Goldstone Financial Group
Illinois
$924K +$3.42K +246 +0.4%
RA
43
RFG Advisory
Alabama
$737K +$104K +7,495 +16%
First Trust Advisors
44
First Trust Advisors
Illinois
$734K -$302K -21,746 -29%
BI
45
Bramshill Investments
Florida
$726K +$4.69K +337 +0.6%
AC
46
AlphaCore Capital
California
$679K +$197K +14,189 +41%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$646K +$184K +13,253 +40%
MP
48
McDonald Partners
Ohio
$637K +$97.4K +7,000 +18%
KAS
49
Kestra Advisory Services
Texas
$620K +$117K +8,393 +23%
Stifel Financial
50
Stifel Financial
Missouri
$614K +$10.7K +766 +2%
1
2
3 4 5

PDO Hedge Fund Activity: Q4 2025 in Review

128 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Opportunities Fund (PDO) for Q4 2025, worth a combined $385M — up 0.05% from $385M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PDO and 14 opened new positions — a net loss of 3 holders — while 34 trimmed existing stakes and 52 added.

The largest buyer was Royal Bank of Canada, adding an estimated $10.6M. The largest seller was Cercano Management, exiting entirely with an estimated $23.5M sold.

  • 128 institutional investors held PIMCO Dynamic Income Opportunities Fund (PDO) as of Q4 2025, down from 133 in Q3 2025.
  • Funds reported $385M of PIMCO Dynamic Income Opportunities Fund stock for Q4 2025, up 0.05% quarter-over-quarter.
  • 14 funds opened new PIMCO Dynamic Income Opportunities Fund positions in Q4 2025 and 17 closed out, a net change of -3 holders.
  • The largest PIMCO Dynamic Income Opportunities Fund buyer in Q4 2025 was Royal Bank of Canada, an estimated $10.6M added.
  • The largest PIMCO Dynamic Income Opportunities Fund seller in Q4 2025 was Cercano Management, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2025.