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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
Morgan Stanley
1
Morgan Stanley
New York
$66.3M +$151K +10,996 +0.2%
UBS Group
2
UBS Group
Switzerland
$47.4M -$2.04M -149,177 -4%
Wells Fargo
3
Wells Fargo
California
$34.6M -$2M -145,973 -6%
SCM
4
SOL Capital Management
Maryland
$23.7M +$98.3K +7,174 +0.4%
CM
5
Cercano Management
Washington
$23.5M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$20.2M +$975K +71,152 +5%
Cohen & Steers
7
Cohen & Steers
New York
$17.6M -$790K -57,638 -4%
Invesco
8
Invesco
Georgia
$13.6M +$450K +32,832 +4%
GC
9
Guggenheim Capital
Illinois
$11.5M +$570K +41,563 +5%
Bank of America
10
Bank of America
North Carolina
$10.6M +$843K +61,529 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.18M -$353K -25,752 -4%
Raymond James Financial
12
Raymond James Financial
Florida
$8.82M +$1.67M +122,032 +24%
HighTower Advisors
13
HighTower Advisors
Illinois
$8.2M +$671K +48,957 +9%
JWCA
14
J.W. Cole Advisors
Florida
$5.42M +$581K +42,383 +12%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.39M +$4.43M +323,435 +557%
CA
16
Cornerstone Advisory
Maryland
$4.84M -$184K -13,412 -4%
LIM
17
Leavell Investment Management
Alabama
$4.55M +$281K +20,505 +7%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$4.49M +$4.36M +318,125 New
LPL Financial
19
LPL Financial
California
$3.89M +$836K +61,003 +28%
CPRC
20
Consolidated Portfolio Review Corp
New York
$3.37M +$193K +14,085 +6%
PAG
21
Private Advisor Group
New Jersey
$3.35M +$509K +37,113 +19%
EW
22
Element Wealth
Mississippi
$3.2M -$9.33K -681 -0.3%
P
23
&Partners
Tennessee
$3.11M +$3.02M +220,000 New
CIA
24
Capital Investment Advisors
Georgia
$2.99M -$61.5K -4,487 -2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$2.46M +$318K +23,183 +15%

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.