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PDO

PIMCO Dynamic Income Opportunities Fund

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: 22 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less funds holding

Funds holding: 116114 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Sunbelt Securities
Texas
$483K -$61.6K -4,620 -12%
AC
52
AlphaCore Capital
California
$482K +$473K +35,426 New
MWM
53
Maridea Wealth Management
New York
$480K +$11.1K +829 +2%
TA
54
Tectonic Advisors
Texas
$448K +$12.2K +915 +3%
SWP
55
Stratos Wealth Partners
Ohio
$431K +$33.7K +2,524 +9%
GP
56
Gridiron Partners
Pennsylvania
$404K
BCM
57
Boreal Capital Management
Florida
$403K
DC
58
Davenport & Co
Virginia
$402K -$6.67K -500 -2%
PI
59
PFG Investments
New York
$375K -$27.2K -2,042 -7%
NW
60
Naviter Wealth
Arkansas
$347K +$340K +25,500 New
DADC
61
D.A. Davidson & Co
Montana
$338K -$33.3K -2,495 -9%
FFA
62
First Foundation Advisors
California
$336K -$62.1K -4,651 -16%
NAS
63
NWF Advisory Services
California
$316K -$60.1K -4,508 -16%
EC
64
Elequin Capital
New York
$290K +$133K +9,945 +86%
WJWM
65
Williams Jones Wealth Management
New York
$260K
CC
66
Courier Capital
New York
$219K
PWM
67
Perigon Wealth Management
California
$217K -$18.3K -1,369 -8%
OIA
68
Optimum Investment Advisors
Illinois
$216K
MML Investors Services
69
MML Investors Services
Massachusetts
$212K -$14.8K -1,108 -7%
BRWA
70
B. Riley Wealth Advisors
Florida
$207K +$205K +15,365 New
BCA
71
Bay Colony Advisors
Massachusetts
$206K +$204K +15,292 New
CIC
72
Carnegie Investment Counsel
Ohio
$202K +$200K +15,000 New
BlackRock
73
BlackRock
New York
$192K +$547 +41 +0.3%
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$182K -$36.6K -2,740 -17%
AWM
75
AE Wealth Management
Kansas
$180K +$178K +13,347 New

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.