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PDO

PIMCO Dynamic Income Opportunities Fund
PDO

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: 114 → 116 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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
–

Top Buyers

1
CM
Cercano Management
Washington
+$12.2M
2
IC
IEQ Capital
California
+$3.45M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.96M
4
JWCA
J.W. Cole Advisors
Florida
+$2.9M
5
Wells Fargo
Wells Fargo
California
+$2.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.91M
2
UBS Group
UBS Group
Switzerland
-$1.24M
3
Cohen & Steers
Cohen & Steers
New York
-$967K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$859K
5
USCWA
U.S. Capital Wealth Advisors
Texas
-$839K
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
51
Choreo LLC
Illinois
$427K +$425K +30,746 New
KAS
52
Kestra Advisory Services
Texas
$422K +$28.3K +2,052 +7%
DC
53
Davenport & Co
Virginia
$421K – – –
GP
54
Gridiron Partners
Pennsylvania
$416K – – –
PI
55
PFG Investments
New York
$414K -$33.3K -2,413 -7%
FFA
56
First Foundation Advisors
California
$411K – – –
SWP
57
Stratos Wealth Partners
Ohio
$408K +$406K +29,420 New
NAS
58
NWF Advisory Services
California
$388K -$93K -6,731 -19%
DADC
59
D.A. Davidson & Co
Montana
$383K -$108K -7,808 -22%
Jane Street
60
Jane Street
New York
$366K +$365K +26,391 New
NA
61
NewEdge Advisors
Louisiana
$293K -$157K -11,400 -35%
WJWM
62
Williams Jones Wealth Management
New York
$268K – – –
MWA
63
Merkkuri Wealth Advisors
New York
$265K – – –
JEST
64
JTC Employer Solutions Trustee
Jersey
$256K – – –
LCM
65
Landscape Capital Management
New Jersey
$245K +$244K +17,674 New
PWM
66
Perigon Wealth Management
California
$242K +$1.53K +111 +0.6%
VCM
67
Vivaldi Capital Management
Illinois
$240K – – –
MML Investors Services
68
MML Investors Services
Massachusetts
$234K -$6.99K -506 -3%
CC
69
Courier Capital
New York
$226K – – –
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$225K -$2.9K -210 -1%
OIA
71
Optimum Investment Advisors
Illinois
$222K – – –
TVAMP
72
Tennessee Valley Asset Management Partners
Tennessee
$219K +$218K +15,778 New
LC
73
Lindbrook Capital
California
$212K +$101K +7,290 +91%
BlackRock
74
BlackRock
New York
$197K +$196K +14,210 New
RA
75
RFG Advisory
Alabama
$195K +$194K +14,018 New
1 2
3
4 5

PDO Hedge Fund Activity: Q1 2025 in Review

116 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Opportunities Fund (PDO) for Q1 2025, worth a combined $351M — up 10% from $318M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PDO positions and 18 closed out — a net gain of 4 holders — while 40 added to existing stakes and 24 trimmed.

The largest buyer was Cercano Management, adding an estimated $12.2M. The largest seller was Morgan Stanley, cutting an estimated $3.91M.

  • 116 institutional investors held PIMCO Dynamic Income Opportunities Fund (PDO) as of Q1 2025, up from 114 in Q4 2024.
  • Funds reported $351M of PIMCO Dynamic Income Opportunities Fund stock for Q1 2025, up 10% quarter-over-quarter.
  • 22 funds opened new PIMCO Dynamic Income Opportunities Fund positions in Q1 2025 and 18 closed out, a net change of +4 holders.
  • The largest PIMCO Dynamic Income Opportunities Fund buyer in Q1 2025 was Cercano Management, an estimated $12.2M added.
  • The largest PIMCO Dynamic Income Opportunities Fund seller in Q1 2025 was Morgan Stanley, an estimated $3.91M sold.

Based on aggregated 13F filings for Q1 2025.