We are live on ! Find out more
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
OBWG
76
Onyx Bridge Wealth Group
New York
$177K
Walleye Capital
77
Walleye Capital
New York
$177K +$175K +13,150 New
CA
78
Crumly & Associates
Illinois
$169K
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$157K +$155K +11,649 New
PNC
80
Park National Corp
Ohio
$148K
SC
81
Scotia Capital
Ontario, Canada
$148K -$19.3K -1,450 -12%
VCM
82
Vivaldi Capital Management
Illinois
$136K -$96.1K -7,200 -42%
EFG
83
Ethos Financial Group
Pennsylvania
$136K
TWC
84
TD Waterhouse Canada
Ontario, Canada
$130K
CA
85
CoreCap Advisors
Michigan
$114K +$33.9K +2,538 +43%
Comerica Bank
86
Comerica Bank
Texas
$109K
HI
87
Harbour Investments
Wisconsin
$75.6K
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$75.5K -$57.5K -4,313 -44%
SWM
89
Spire Wealth Management
Virginia
$74.6K -$12K -900 -14%
EWA
90
EverSource Wealth Advisors
Alabama
$74.1K
IA
91
IFP Advisors
Florida
$68.7K -$160 -12 -0.2%
HNB
92
Huntington National Bank
Ohio
$51K
BONH
93
Bank of New Hampshire
New Hampshire
$50.2K
TLA
94
Tanglewood Legacy Advisors
Texas
$49.3K
AAS
95
Ameritas Advisory Services
Nebraska
$46.2K +$45.7K +3,429 New
PS
96
Principal Securities
Iowa
$37.8K +$19.4K +1,455 +108%
SPIA
97
Steward Partners Investment Advisory
New York
$33.6K
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$31K -$26.7K -2,001 -47%
MIA
99
MeadowBrook Investment Advisors
Michigan
$30.4K +$30.1K +2,255 New
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$29.7K -$57.4K -4,300 -66%

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.