PDO

PIMCO Dynamic Income Opportunities Fund

113 hedge funds and large institutions have $353M invested in PIMCO Dynamic Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
41
Reduced
29
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
$27K +$173 +13 +0.6%
FMP
102
Financial Management Professionals
Texas
$24.8K +$680 +50 +3%
FIA
103
FNY Investment Advisers
New York
$21K
GWM
104
Geneos Wealth Management
Colorado
$19.4K -$59.9K -4,440 -76%
AWM
105
AllSquare Wealth Management
New York
$16.2K
AF
106
Allworth Financial
California
$13.8K +$13.6K +1,007 +7,746%
NFSG
107
Newbridge Financial Services Group
Florida
$13.5K +$13.5K +1,000 New
JPMorgan Chase & Co
108
JPMorgan Chase & Co
New York
$10K +$10K +743 New
SIS
109
Strategic Investment Solutions
Illinois
$7.61K +$202 +15 +3%
POIA
110
Pin Oak Investment Advisors
Texas
$6K +$5.38K +434 +868%
TFA
111
Toth Financial Advisory
Virginia
$5.39K
WT
112
Whittier Trust
California
$1.91K +$1.91K +142 New
WWM
113
Wolff Wiese Magana
California
$1.09K
VNA
114
Valley National Advisers
Pennsylvania
$1K
GWSG
115
GPS Wealth Strategies Group
Colorado
$984
IC
116
IEQ Capital
California
-$3.47M -250,000 Closed
TJHA
117
Thomas J. Herzfeld Advisors
Florida
-$1.24M -89,425 Closed
SWA
118
SOA Wealth Advisors
New York
-$84.7K -84,723 Closed
Lido Advisors
119
Lido Advisors
California
-$601K -43,284 Closed
XT
120
XTX Topco
Cayman Islands
-$570K -41,084 Closed
CL
121
Choreo LLC
Illinois
-$427K -30,746 Closed
MWA
122
Merkkuri Wealth Advisors
New York
-$265K -19,070 Closed
JEST
123
JTC Employer Solutions Trustee
Jersey
-$256K -18,500 Closed
LCM
124
Landscape Capital Management
New Jersey
-$245K -17,674 Closed
TVAMP
125
Tennessee Valley Asset Management Partners
Tennessee
-$219K -15,778 Closed