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PDO

PIMCO Dynamic Income Opportunities Fund

128 hedge funds and large institutions have $385M invested in PIMCO Dynamic Income Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 34

0% more capital invested

Capital invested by funds: $385M → $385M (+$194K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.46% less ownership

Funds ownership: 21.6%20.14% (-1.5%)

4% less funds holding

Funds holding: 133128 (-5)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
128
Holders Change
-5
Holders Change %
-3.76%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
52
Reduced
34
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$491K -$115K -8,250 -19%
MWM
52
Maridea Wealth Management
New York
$490K +$1.35K +97 +0.3%
SS
53
Sunbelt Securities
Texas
$479K -$117K -8,439 -20%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$471K +$364K +26,132 +331%
CL
55
Choreo LLC
Illinois
$460K -$128K -9,169 -22%
MWM
56
Meadowbrook Wealth Management
New York
$456K +$1.39K +100 +0.3%
DC
57
Davenport & Co
Virginia
$434K
SWP
58
Stratos Wealth Partners
Ohio
$432K +$34.4K +2,470 +9%
PI
59
PFG Investments
New York
$420K +$21.6K +1,551 +5%
GP
60
Gridiron Partners
Pennsylvania
$415K -$1.36M -97,754 -77%
FAOAI
61
Fund Advisors of America Inc
Florida
$406K +$408K +29,356 New
FFA
62
First Foundation Advisors
California
$345K
BIG
63
Brookwood Investment Group
Arizona
$340K -$23.4K -1,681 -6%
WJWM
64
Williams Jones Wealth Management
New York
$316K
TA
65
Tectonic Advisors
Texas
$312K -$20.9K -1,500 -6%
BWM
66
Buska Wealth Management
Wisconsin
$302K +$70.3K +5,057 +30%
DADC
67
D.A. Davidson & Co
Montana
$299K -$29.6K -2,131 -9%
HSA
68
HBK Sorce Advisory
Pennsylvania
$296K +$13.9K +1,000 +5%
JIP
69
Jaffetilchin Investment Partners
Florida
$293K +$295K +21,206 New
LBC
70
Lowe Brockenbrough & Co
Virginia
$291K -$47.3K -3,400 -14%
Creative Planning
71
Creative Planning
Kansas
$289K +$76.5K +5,498 +36%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$287K +$289K +20,740 New
PWAM
73
Private Wealth Asset Management
Iowa
$276K +$277K +19,932 New
VA
74
VestGen Advisors
Illinois
$266K +$45K +3,236 +20%
WIA
75
World Investment Advisors
California
$241K +$242K +17,406 New

PDO Hedge Fund Activity: Q4 2025 in Review

128 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Opportunities Fund (PDO) for Q4 2025, worth a combined $385M — up 0.05% from $385M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PDO and 14 opened new positions — a net loss of 3 holders — while 34 trimmed existing stakes and 52 added.

The largest buyer was Royal Bank of Canada, adding an estimated $10.6M. The largest seller was Cercano Management, exiting entirely with an estimated $23.5M sold.

  • 128 institutional investors held PIMCO Dynamic Income Opportunities Fund (PDO) as of Q4 2025, down from 133 in Q3 2025.
  • Funds reported $385M of PIMCO Dynamic Income Opportunities Fund stock for Q4 2025, up 0.05% quarter-over-quarter.
  • 14 funds opened new PIMCO Dynamic Income Opportunities Fund positions in Q4 2025 and 17 closed out, a net change of -3 holders.
  • The largest PIMCO Dynamic Income Opportunities Fund buyer in Q4 2025 was Royal Bank of Canada, an estimated $10.6M added.
  • The largest PIMCO Dynamic Income Opportunities Fund seller in Q4 2025 was Cercano Management, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2025.