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 %
SS
51
Sunbelt Securities
Texas
$483K 35,507 -4,620 -12%
AC
52
AlphaCore Capital
California
$482K 35,426 +35,426 New
MWM
53
Maridea Wealth Management
New York
$480K 35,574 +829 +2%
TA
54
Tectonic Advisors
Texas
$448K 33,206 +915 +3%
SWP
55
Stratos Wealth Partners
Ohio
$431K 31,944 +2,524 +9%
GP
56
Gridiron Partners
Pennsylvania
$404K 29,970 – –
BCM
57
Boreal Capital Management
Florida
– – – –
DC
58
Davenport & Co
Virginia
$402K 29,850 -500 -2%
PI
59
PFG Investments
New York
$375K 27,818 -2,042 -7%
NW
60
Naviter Wealth
Arkansas
$347K 25,500 +25,500 New
DADC
61
D.A. Davidson & Co
Montana
$338K 25,065 -2,495 -9%
FFA
62
First Foundation Advisors
California
$336K 24,928 -4,651 -16%
EC
63
Elequin Capital
New York
$290K 21,517 +9,945 +86%
WJWM
64
Williams Jones Wealth Management
New York
$260K 19,275 – –
CC
65
Courier Capital
New York
$219K 16,269 – –
PWM
66
Perigon Wealth Management
California
$217K 16,071 -1,369 -8%
OIA
67
Optimum Investment Advisors
Illinois
$216K 16,000 – –
MML Investors Services
68
MML Investors Services
Massachusetts
$212K 15,753 -1,108 -7%
BRWA
69
B. Riley Wealth Advisors
Florida
$207K 15,365 +15,365 New
BCA
70
Bay Colony Advisors
Massachusetts
$206K 15,292 +15,292 New
CIC
71
Carnegie Investment Counsel
Ohio
$202K 15,000 +15,000 New
BlackRock
72
BlackRock
New York
$192K 14,251 +41 +0.3%
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$182K 13,500 -2,740 -17%
AWM
74
AE Wealth Management
Kansas
$180K 13,347 +13,347 New
OBWG
75
Onyx Bridge Wealth Group
New York
$177K 13,167 – –
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3
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