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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
LFG
101
Larson Financial Group
Missouri
$27.4K +$1.37K +103 +5%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$27K +$173 +13 +0.6%
FMP
103
Financial Management Professionals
Texas
$24.8K +$667 +50 +3%
FIA
104
FNY Investment Advisers
New York
$21K
GWM
105
Geneos Wealth Management
Colorado
$19.4K -$59.2K -4,440 -76%
AWM
106
AllSquare Wealth Management
New York
$16.2K
AF
107
Allworth Financial
California
$13.8K +$13.4K +1,007 +7,746%
NFSG
108
Newbridge Financial Services Group
Florida
$13.5K +$13.3K +1,000 New
JP Morgan Chase
109
JP Morgan Chase
New York
$10K +$9.91K +743 New
SIS
110
Strategic Investment Solutions
Illinois
$7.61K +$200 +15 +3%
POIA
111
Pin Oak Investment Advisors
Texas
$6K +$5.79K +434 +868%
TFA
112
Toth Financial Advisory
Virginia
$5.39K
WT
113
Whittier Trust
California
$1.91K +$1.9K +142 New
WWM
114
Wolff Wiese Magana
California
$1.09K
VNA
115
Valley National Advisers
Pennsylvania
$1K
GWSG
116
GPS Wealth Strategies Group
Colorado
$984
IC
117
IEQ Capital
California
-$3.47M -250,000 Closed
TJHA
118
Thomas J. Herzfeld Advisors
Florida
-$1.24M -89,425 Closed
SWA
119
SOA Wealth Advisors
New York
-$84.7K -84,723 Closed
Lido Advisors
120
Lido Advisors
California
-$601K -43,284 Closed
XT
121
XTX Topco
Cayman Islands
-$570K -41,084 Closed
CL
122
Choreo LLC
Illinois
-$427K -30,746 Closed
MWA
123
Merkkuri Wealth Advisors
New York
-$265K -19,070 Closed
JEST
124
JTC Employer Solutions Trustee
Jersey
-$256K -18,500 Closed
LCM
125
Landscape Capital Management
New Jersey
-$245K -17,674 Closed

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.