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PDO

PIMCO Dynamic Income Opportunities Fund

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: 114133 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$81K +$2.74K +200 +4%
HI
102
Harbour Investments
Wisconsin
$79.2K
IA
103
IFP Advisors
Florida
$72K
HNB
104
Huntington National Bank
Ohio
$53.4K
BONH
105
Bank of New Hampshire
New Hampshire
$52.6K
TLA
106
Tanglewood Legacy Advisors
Texas
$51.6K
PS
107
Principal Securities
Iowa
$48.5K +$8.65K +631 +23%
AF
108
Allworth Financial
California
$45.6K +$30.3K +2,213 +217%
SPIA
109
Steward Partners Investment Advisory
New York
$43.6K +$8.22K +600 +24%
AP
110
Aspect Partners
Virginia
$42.2K +$40.9K +2,987 New
AAS
111
Ameritas Advisory Services
Nebraska
$38.1K -$9.99K -729 -21%
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$32.5K
LFG
113
Larson Financial Group
Missouri
$27.3K -$1.4K -102 -5%
FMP
114
Financial Management Professionals
Texas
$26.7K +$713 +52 +3%
AssetMark Inc
115
AssetMark Inc
California
$26.6K +$25.8K +1,881 New
FIA
116
FNY Investment Advisers
New York
$22K
GWM
117
Geneos Wealth Management
Colorado
$20.3K
AWM
118
AllSquare Wealth Management
New York
$16.9K
NFSG
119
Newbridge Financial Services Group
Florida
$14.1K
SIS
120
Strategic Investment Solutions
Illinois
$8.19K +$219 +16 +3%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$7.06K -$23.3K -1,700 -77%
AAP
122
Arax Advisory Partners
Colorado
$7.06K +$6.85K +500 New
POIA
123
Pin Oak Investment Advisors
Texas
$6.9K
TFA
124
Toth Financial Advisory
Virginia
$5.65K
Russell Investments Group
125
Russell Investments Group
United Kingdom
$3.53K +$3.43K +250 New

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.