We are live on ! Find out more
PDO

PIMCO Dynamic Income Opportunities Fund
PDO

133 hedge funds and large institutions have $385M invested in PIMCO Dynamic Income Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

57% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 30

17% more funds holding

Funds holding: 114 → 133 (+19)

8% more capital invested

Capital invested by funds: $355M → $385M (+$30.1M)

0.95% more ownership

Funds ownership: 20.65% → 21.6% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
133
Holders Change
+19
Holders Change %
+16.67%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
47
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.43M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$4.36M
3
P
&Partners
Tennessee
+$3.02M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.67M
5
GP
Gridiron Partners
Pennsylvania
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$2.36M
2
UBS Group
UBS Group
Switzerland
-$2.04M
3
Wells Fargo
Wells Fargo
California
-$2M
4
Cohen & Steers
Cohen & Steers
New York
-$790K
5
RAM
Readystate Asset Management
Illinois
-$719K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
Maridea Wealth Management
New York
$479K -$3.87K -282 -0.8%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$472K +$381K +27,804 +497%
MWM
53
Meadowbrook Wealth Management
New York
$464K +$451K +32,870 New
DC
54
Davenport & Co
Virginia
$443K +$20.6K +1,500 +5%
GP
55
Gridiron Partners
Pennsylvania
$423K +$1.34M +97,754 +326%
PI
56
PFG Investments
New York
$407K +$13.6K +994 +4%
SWP
57
Stratos Wealth Partners
Ohio
$406K -$43.6K -3,180 -10%
BIG
58
Brookwood Investment Group
Arizona
$370K +$359K +26,221 New
BCM
59
Boreal Capital Management
Florida
$355K – – –
FFA
60
First Foundation Advisors
California
$352K – – –
LBC
61
Lowe Brockenbrough & Co
Virginia
$345K +$334K +24,400 New
NAS
62
NWF Advisory Services
California
$342K +$11.2K +818 +3%
TA
63
Tectonic Advisors
Texas
$340K -$125K -9,149 -28%
DADC
64
D.A. Davidson & Co
Montana
$336K -$17.8K -1,301 -5%
WJWM
65
Williams Jones Wealth Management
New York
$322K +$48.4K +3,532 +18%
SG
66
StoneX Group
New York
$280K +$270K +19,687 New
HSA
67
HBK Sorce Advisory
Pennsylvania
$280K +$274K +20,000 New
BRWA
68
B. Riley Wealth Advisors
Florida
$258K +$39.8K +2,902 +19%
BWM
69
Buska Wealth Management
Wisconsin
$237K +$230K +16,781 New
SC
70
Scotia Capital
Ontario, Canada
$231K +$74.1K +5,408 +49%
CC
71
Courier Capital
New York
$230K – – –
PWM
72
Perigon Wealth Management
California
$227K -$219 -16 -0.1%
OIA
73
Optimum Investment Advisors
Illinois
$226K – – –
VA
74
VestGen Advisors
Illinois
$226K +$219K +16,000 New
MML Investors Services
75
MML Investors Services
Massachusetts
$223K +$658 +48 +0.3%
1 2
3
4 5

PDO Hedge Fund Activity: Q3 2025 in Review

133 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Opportunities Fund (PDO) for Q3 2025, worth a combined $385M — up 8.5% from $355M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PDO positions and 8 closed out — a net gain of 20 holders — while 47 added to existing stakes and 30 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.43M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $2.36M sold.

  • 133 institutional investors held PIMCO Dynamic Income Opportunities Fund (PDO) as of Q3 2025, up from 114 in Q2 2025.
  • Funds reported $385M of PIMCO Dynamic Income Opportunities Fund stock for Q3 2025, up 8.5% quarter-over-quarter.
  • 28 funds opened new PIMCO Dynamic Income Opportunities Fund positions in Q3 2025 and 8 closed out, a net change of +20 holders.
  • The largest PIMCO Dynamic Income Opportunities Fund buyer in Q3 2025 was Envestnet Asset Management, an estimated $4.43M added.
  • The largest PIMCO Dynamic Income Opportunities Fund seller in Q3 2025 was Balyasny Asset Management, an estimated $2.36M sold.

Based on aggregated 13F filings for Q3 2025.