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PDO

PIMCO Dynamic Income Opportunities Fund

135 hedge funds and large institutions have $361M invested in PIMCO Dynamic Income Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 37

5% more funds holding

Funds holding: 128135 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.59% less ownership

Funds ownership: 20.14%19.55% (-0.59%)

6% less capital invested

Capital invested by funds: $385M → $361M (-$23.8M)

Holders
135
Holders Change
+7
Holders Change %
+5.47%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
46
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Boreal Capital Management
Florida
$648K
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$610K -$3.75M -273,661 -85%
MP
53
McDonald Partners
Ohio
$595K
First Trust Advisors
54
First Trust Advisors
Illinois
$585K -$107K -7,803 -15%
LSC
55
Logan Stone Capital
Illinois
$570K +$604K +44,056 New
Stifel Financial
56
Stifel Financial
Missouri
$567K -$7.51K -548 -1%
KAS
57
Kestra Advisory Services
Texas
$558K -$22.8K -1,662 -4%
MWM
58
Maridea Wealth Management
New York
$484K +$27.9K +2,039 +6%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$462K +$23.6K +1,721 +5%
CW
60
CreativeOne Wealth
Kansas
$461K +$1.8K +131 +0.4%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$444K +$305K +22,261 +197%
SWP
62
Stratos Wealth Partners
Ohio
$408K +$4.4K +321 +1%
CTC
63
Central Trust Company
Missouri
$407K +$432K +31,500 New
FAOAI
64
Fund Advisors of America Inc
Florida
$391K +$12.1K +885 +3%
PI
65
PFG Investments
New York
$390K -$3.11K -227 -0.7%
DC
66
Davenport & Co
Virginia
$367K -$41.1K -3,000 -10%
SC
67
Shay Capital
New York
$358K +$380K +27,720 New
GP
68
Gridiron Partners
Pennsylvania
$342K -$48.5K -3,537 -12%
WMA
69
West Michigan Advisors
Michigan
$326K +$343K +25,000 New
CA
70
Crumly & Associates
Illinois
$323K +$137K +10,000 +67%
FFA
71
First Foundation Advisors
California
$322K
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$308K +$326K +23,796 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$300K +$138K +10,058 +76%
DADC
74
D.A. Davidson & Co
Montana
$294K +$15.6K +1,140 +5%
Creative Planning
75
Creative Planning
Kansas
$291K +$22.4K +1,634 +8%