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PDO

PIMCO Dynamic Income Opportunities Fund

128 hedge funds and large institutions have $385M invested in PIMCO Dynamic Income Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 34

0% more capital invested

Capital invested by funds: $385M → $385M (+$194K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.46% less ownership

Funds ownership: 21.6%20.14% (-1.5%)

4% less funds holding

Funds holding: 133128 (-5)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
128
Holders Change
-5
Holders Change %
-3.76%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
52
Reduced
34
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
126
Highline Wealth Partners
California
$2.77K
WWM
127
Wolff Wiese Magana
California
$1.11K
VNA
128
Valley National Advisers
Pennsylvania
$1K
SWA
129
SOA Wealth Advisors
New York
$870 +$12.1K +870 New
Russell Investments Group
130
Russell Investments Group
United Kingdom
$14 -$3.46K -249 -100%
CM
131
Cercano Management
Washington
-$23.5M -1,666,651 Closed
CPRC
132
Consolidated Portfolio Review Corp
New York
-$3.37M -238,702 Closed
LBC
133
Leigh Baldwin & Co
New York
-$173K -12,280 Closed
Mariner
134
Mariner
Kansas
-$161K -11,422 Closed
BCA
135
Bay Colony Advisors
Massachusetts
-$156K -11,049 Closed
VCM
136
Vivaldi Capital Management
Illinois
-$143K -10,100 Closed
ASN
137
Advisory Services Network
Georgia
-$101K -7,127 Closed
TLA
138
Tanglewood Legacy Advisors
Texas
-$51.6K -3,655 Closed
PS
139
Principal Securities
Iowa
-$48.5K -3,435 Closed
AAS
140
Ameritas Advisory Services
Nebraska
-$38.1K -2,700 Closed
NFSG
141
Newbridge Financial Services Group
Florida
-$14.1K -1,000 Closed
SIS
142
Strategic Investment Solutions
Illinois
-$8.19K -580 Closed
POIA
143
Pin Oak Investment Advisors
Texas
-$6.9K -484 Closed
WT
144
Whittier Trust
California
-$2.01K -142 Closed
WANY
145
Wealthspire Advisors (New York)
New York
-$989 -70 Closed
BTI
146
Blue Trust Inc
Georgia
-$353 -25 Closed
JP Morgan Chase
147
JP Morgan Chase
New York
-$14 -1 Closed

PDO Hedge Fund Activity: Q4 2025 in Review

128 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Opportunities Fund (PDO) for Q4 2025, worth a combined $385M — up 0.05% from $385M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PDO and 14 opened new positions — a net loss of 3 holders — while 34 trimmed existing stakes and 52 added.

The largest buyer was Royal Bank of Canada, adding an estimated $10.6M. The largest seller was Cercano Management, exiting entirely with an estimated $23.5M sold.

  • 128 institutional investors held PIMCO Dynamic Income Opportunities Fund (PDO) as of Q4 2025, down from 133 in Q3 2025.
  • Funds reported $385M of PIMCO Dynamic Income Opportunities Fund stock for Q4 2025, up 0.05% quarter-over-quarter.
  • 14 funds opened new PIMCO Dynamic Income Opportunities Fund positions in Q4 2025 and 17 closed out, a net change of -3 holders.
  • The largest PIMCO Dynamic Income Opportunities Fund buyer in Q4 2025 was Royal Bank of Canada, an estimated $10.6M added.
  • The largest PIMCO Dynamic Income Opportunities Fund seller in Q4 2025 was Cercano Management, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2025.