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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
Morgan Stanley
1
Morgan Stanley
New York
$63.2M +$375K +28,106 +0.6%
UBS Group
2
UBS Group
Switzerland
$47.3M +$1.49M +111,882 +3%
Wells Fargo
3
Wells Fargo
California
$35M -$953K -71,393 -3%
SCM
4
SOL Capital Management
Maryland
$22.5M +$1.5M +112,101 +7%
CM
5
Cercano Management
Washington
$22.5M +$3.95M +295,858 +22%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$18.3M +$2.15M +161,069 +13%
Cohen & Steers
7
Cohen & Steers
New York
$17.6M +$160K +11,977 +0.9%
Invesco
8
Invesco
Georgia
$12.6M +$600K +44,983 +5%
GC
9
Guggenheim Capital
Illinois
$10.4M +$368K +27,566 +4%
Bank of America
10
Bank of America
North Carolina
$9.3M +$605K +45,367 +7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.11M +$52.2K +3,914 +0.6%
HighTower Advisors
12
HighTower Advisors
Illinois
$7.16M +$1.29M +96,867 +22%
Raymond James Financial
13
Raymond James Financial
Florida
$6.77M +$424K +31,767 +7%
CA
14
Cornerstone Advisory
Maryland
$4.8M -$682K -51,098 -13%
JWCA
15
J.W. Cole Advisors
Florida
$4.6M +$216K +16,209 +5%
LIM
16
Leavell Investment Management
Alabama
$4.07M +$467K +34,989 +13%
EW
17
Element Wealth
Mississippi
$3.07M -$285K -21,331 -9%
CPRC
18
Consolidated Portfolio Review Corp
New York
$3.03M +$112K +8,386 +4%
CIA
19
Capital Investment Advisors
Georgia
$2.92M -$63.3K -4,742 -2%
LPL Financial
20
LPL Financial
California
$2.89M -$348K -26,113 -11%
PAG
21
Private Advisor Group
New Jersey
$2.7M +$389K +29,144 +17%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$2.36M +$2.33M +174,862 New
Osaic Holdings
23
Osaic Holdings
Arizona
$2.25M +$271K +20,326 +14%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.04M +$56.6K +4,239 +3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$2.04M +$372K +27,888 +23%

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.