PDO

PIMCO Dynamic Income Opportunities Fund

113 hedge funds and large institutions have $353M invested in PIMCO Dynamic Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
41
Reduced
29
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$63.2M +$379K +28,106 +0.6%
UBS Group
2
UBS Group
Switzerland
$47.3M +$1.51M +111,882 +3%
Wells Fargo
3
Wells Fargo
California
$35M -$962K -71,393 -3%
SCM
4
SOL Capital Management
Maryland
$22.5M +$1.51M +112,101 +7%
CM
5
Cercano Management
Washington
$22.5M +$3.99M +295,858 +22%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$18.3M +$2.17M +161,069 +13%
Cohen & Steers
7
Cohen & Steers
New York
$17.6M +$161K +11,977 +0.9%
Invesco
8
Invesco
Georgia
$12.6M +$606K +44,983 +5%
GC
9
Guggenheim Capital
Illinois
$10.4M +$372K +27,566 +4%
Bank of America
10
Bank of America
North Carolina
$9.3M +$612K +45,367 +7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.11M +$52.8K +3,914 +0.6%
HighTower Advisors
12
HighTower Advisors
Illinois
$7.16M +$1.31M +96,867 +22%
Raymond James Financial
13
Raymond James Financial
Florida
$6.77M +$428K +31,767 +7%
CA
14
Cornerstone Advisory
Maryland
$4.8M -$689K -51,098 -13%
JWCA
15
J.W. Cole Advisors
Florida
$4.6M +$218K +16,209 +5%
LIM
16
Leavell Investment Management
Alabama
$4.07M +$476K +34,989 +13%
EW
17
Element Wealth
Mississippi
$3.07M -$288K -21,331 -9%
CPRC
18
Consolidated Portfolio Review Corp
New York
$3.03M +$113K +8,386 +4%
CIA
19
Capital Investment Advisors
Georgia
$2.92M -$63.9K -4,742 -2%
LPL Financial
20
LPL Financial
California
$2.89M -$352K -26,113 -11%
PAG
21
Private Advisor Group
New Jersey
$2.7M +$393K +29,144 +17%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$2.36M +$2.36M +174,862 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.04M +$57.1K +4,239 +3%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.04M +$376K +27,888 +23%
IAIM
25
International Assets Investment Management
Florida
$2.02M +$2.02M +149,773 New