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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
TVAMP
76
Tennessee Valley Asset Management Partners
Tennessee
$223K +$216K +15,778 New
Creative Planning
77
Creative Planning
Kansas
$217K +$211K +15,386 New
CIC
78
Carnegie Investment Counsel
Ohio
$212K – – –
AWM
79
AE Wealth Management
Kansas
$201K +$12K +874 +7%
Comerica Bank
80
Comerica Bank
Texas
$195K +$78.4K +5,717 +71%
OBWG
81
Onyx Bridge Wealth Group
New York
$186K – – –
CA
82
Crumly & Associates
Illinois
$177K – – –
LBC
83
Leigh Baldwin & Co
New York
$173K +$168K +12,280 New
TSS
84
Two Sigma Securities
New York
$166K +$161K +11,737 New
Mariner
85
Mariner
Kansas
$161K +$157K +11,422 New
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$160K -$4.8K -350 -3%
BCA
87
Bay Colony Advisors
Massachusetts
$156K -$58.2K -4,243 -28%
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$155K -$34.3K -2,500 -19%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$155K +$123K +8,962 +441%
PNC
90
Park National Corp
Ohio
$155K – – –
KWA
91
Kingswood Wealth Advisors
California
$150K +$146K +10,630 New
VCM
92
Vivaldi Capital Management
Illinois
$143K – – –
EFG
93
Ethos Financial Group
Pennsylvania
$142K – – –
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$111K +$108K +7,889 New
TWC
95
TD Waterhouse Canada
Ontario, Canada
$110K -$24.9K -1,818 -19%
CA
96
CoreCap Advisors
Michigan
$101K -$18.3K -1,336 -16%
ACM
97
Anfield Capital Management
California
$101K +$98K +7,147 New
ASN
98
Advisory Services Network
Georgia
$101K +$97.7K +7,127 New
EWA
99
EverSource Wealth Advisors
Alabama
$98.8K +$20.6K +1,500 +27%
NWMP
100
Noble Wealth Management PBC
Colorado
$92K +$89.3K +6,514 New
2 3
4
5 6

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.