PDO

PIMCO Dynamic Income Opportunities Fund

113 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, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
1.52%
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
29
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
51
Sunbelt Securities
Texas
$483K -$62.8K -4,620 -12%
AC
52
AlphaCore Capital
California
$482K +$482K +35,426 New
MWM
53
Maridea Wealth Management
New York
$480K +$11.2K +829 +2%
TA
54
Tectonic Advisors
Texas
$448K +$12.3K +915 +3%
SWP
55
Stratos Wealth Partners
Ohio
$431K +$34K +2,524 +9%
GP
56
Gridiron Partners
Pennsylvania
$404K
BCM
57
Boreal Capital Management
Florida
$403K
DC
58
Davenport & Co
Virginia
$402K -$6.74K -500 -2%
PI
59
PFG Investments
New York
$375K -$27.5K -2,042 -7%
NW
60
Naviter Wealth
Arkansas
$347K +$347K +25,500 New
DADC
61
D.A. Davidson & Co
Montana
$338K -$33.6K -2,495 -9%
FFA
62
First Foundation Advisors
California
$336K -$62.7K -4,651 -16%
EC
63
Elequin Capital
New York
$290K +$134K +9,945 +86%
WJWM
64
Williams Jones Wealth Management
New York
$260K
CC
65
Courier Capital
New York
$219K
PWM
66
Perigon Wealth Management
California
$217K -$18.5K -1,369 -8%
OIA
67
Optimum Investment Advisors
Illinois
$216K
MML Investors Services
68
MML Investors Services
Massachusetts
$212K -$14.9K -1,108 -7%
BRWA
69
B. Riley Wealth Advisors
Florida
$207K +$207K +15,365 New
BCA
70
Bay Colony Advisors
Massachusetts
$206K +$206K +15,292 New
CIC
71
Carnegie Investment Counsel
Ohio
$202K +$202K +15,000 New
BlackRock
72
BlackRock
New York
$192K +$553 +41 +0.3%
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$182K -$36.9K -2,740 -17%
AWM
74
AE Wealth Management
Kansas
$180K +$180K +13,347 New
OBWG
75
Onyx Bridge Wealth Group
New York
$177K