PDO

PIMCO Dynamic Income Opportunities Fund

115 hedge funds and large institutions have $349M invested in PIMCO Dynamic Income Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
39
Reduced
24
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$28K +$180 +13 +0.6%
LFG
102
Larson Financial Group
Missouri
$26.8K
FMP
103
Financial Management Professionals
Texas
$24.6K +$680 +49 +3%
FIA
104
FNY Investment Advisers
New York
$22K
PS
105
Principal Securities
Iowa
$18.3K
AWM
106
AllSquare Wealth Management
New York
$16.7K
SC
107
Swan Capital
Florida
$8.31K
SIS
108
Strategic Investment Solutions
Illinois
$7.62K +$208 +15 +3%
TFA
109
Toth Financial Advisory
Virginia
$5.55K
NS
110
NBC Securities
Alabama
$3K +$3K +250 New
SFG
111
Stonebridge Financial Group
Pennsylvania
$2.22K -$624 -45 -22%
WWM
112
Wolff Wiese Magana
California
$1.13K
GWSG
113
GPS Wealth Strategies Group
Colorado
$1.01K
VNA
114
Valley National Advisers
Pennsylvania
$1K
POIA
115
Pin Oak Investment Advisors
Texas
$1K +$1K +50 New
AF
116
Allworth Financial
California
$177
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
-$859K -63,212 Closed
USCWA
118
U.S. Capital Wealth Advisors
Texas
-$839K -61,705 Closed
Walleye Capital
119
Walleye Capital
New York
-$467K -34,342 Closed
AC
120
Aristides Capital
Kentucky
-$434K -31,910 Closed
SFS
121
Shaker Financial Services
Virginia
-$364K -26,775 Closed
RP
122
Riverbridge Partners
Minnesota
-$361K -26,580 Closed
CIC
123
Carnegie Investment Counsel
Ohio
-$204K -15,000 Closed
IAA
124
Independent Advisor Alliance
North Carolina
-$189K -13,882 Closed
KWA
125
Kingswood Wealth Advisors
California
-$184K -13,530 Closed