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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
Morgan Stanley
1
Morgan Stanley
New York
$74.7M +$9.72M +698,797 +15%
UBS Group
2
UBS Group
Switzerland
$48.7M +$2.29M +164,530 +5%
Wells Fargo
3
Wells Fargo
California
$33.2M -$691K -49,704 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$30.4M +$10.6M +763,471 +53%
SCM
5
SOL Capital Management
Maryland
$23.5M +$264K +19,013 +1%
Cohen & Steers
6
Cohen & Steers
New York
$17M -$242K -17,431 -1%
Invesco
7
Invesco
Georgia
$12.9M -$496K -35,687 -4%
GC
8
Guggenheim Capital
Illinois
$11.1M -$142K -10,207 -1%
Bank of America
9
Bank of America
North Carolina
$11.1M +$680K +48,896 +7%
Raymond James Financial
10
Raymond James Financial
Florida
$9.77M +$1.13M +81,431 +13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9M +$1.43K +103 +0%
HighTower Advisors
12
HighTower Advisors
Illinois
$8.11M +$78K +5,605 +1%
LIM
13
Leavell Investment Management
Alabama
$5.38M +$921K +66,194 +21%
JWCA
14
J.W. Cole Advisors
Florida
$4.93M -$384K -27,603 -7%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$4.78M +$380K +27,307 +9%
CA
16
Cornerstone Advisory
Maryland
$4.46M -$278K -20,000 -6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.44M -$844K -60,693 -16%
LPL Financial
18
LPL Financial
California
$4.24M +$428K +30,762 +11%
PAG
19
Private Advisor Group
New Jersey
$3.94M +$657K +47,259 +20%
IAIM
20
International Assets Investment Management
Florida
$3.77M +$1.56M +111,905 +70%
EW
21
Element Wealth
Mississippi
$3.11M -$34.3K -2,468 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.1M +$707K +50,794 +29%
CIA
23
Capital Investment Advisors
Georgia
$2.83M -$108K -7,760 -4%
P
24
&Partners
Tennessee
$2.62M -$423K -30,416 -14%
NA
25
NewEdge Advisors
Louisiana
$2.54M +$686K +49,340 +37%

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.