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PDO

PIMCO Dynamic Income Opportunities Fund

116 hedge funds and large institutions have $351M invested in PIMCO Dynamic Income Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $318M → $351M (+$33.1M)

2% more funds holding

Funds holding: 114116 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.24% less ownership

Funds ownership: 21.18%19.95% (-1.2%)

Holders
116
Holders Change
+2
Holders Change %
+1.75%
% 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
40
Reduced
24
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$64.7M -$3.91M -283,378 -6%
UBS Group
2
UBS Group
Switzerland
$47.1M -$1.24M -89,867 -3%
Wells Fargo
3
Wells Fargo
California
$37M +$2.8M +202,671 +8%
SCM
4
SOL Capital Management
Maryland
$21.7M +$1.2M +86,722 +6%
CM
5
Cercano Management
Washington
$19M +$12.2M +883,339 +181%
Cohen & Steers
6
Cohen & Steers
New York
$18M -$967K -70,000 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.6M +$2.96M +214,269 +22%
Invesco
8
Invesco
Georgia
$12.3M +$87K +6,301 +0.7%
GC
9
Guggenheim Capital
Illinois
$10.4M +$797K +57,712 +8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.33M +$81.2K +5,879 +0.9%
Bank of America
11
Bank of America
North Carolina
$8.94M -$614K -44,479 -6%
Raymond James Financial
12
Raymond James Financial
Florida
$6.53M +$1.88M +135,762 +41%
HighTower Advisors
13
HighTower Advisors
Illinois
$6.03M +$1.09M +79,137 +22%
CA
14
Cornerstone Advisory
Maryland
$5.49M -$66K -4,780 -1%
JWCA
15
J.W. Cole Advisors
Florida
$4.51M +$2.9M +210,001 +182%
LIM
16
Leavell Investment Management
Alabama
$3.7M +$815K +58,981 +29%
IC
17
IEQ Capital
California
$3.47M +$3.45M +250,000 New
EW
18
Element Wealth
Mississippi
$3.45M -$79.6K -5,759 -2%
LPL Financial
19
LPL Financial
California
$3.34M +$380K +27,510 +13%
CIA
20
Capital Investment Advisors
Georgia
$3.07M -$173K -12,509 -5%
CPRC
21
Consolidated Portfolio Review Corp
New York
$3M +$384K +27,782 +15%
PAG
22
Private Advisor Group
New Jersey
$2.37M +$737K +53,378 +45%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.05M +$217K +15,706 +12%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.03M +$385K +27,897 +24%
ACMG
25
Anchor Capital Management Group
California
$1.87M