Who Owns PIMCO Dynamic Income Opportunities Fund (PDO)?Hedge Fund & Institutional Holders

$13.12-0.16 (-1.20%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.400048564290003e+190T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$12.24$12.77$13.30$13.84$14.37Aug 24Jun 25Mar 26

PDO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SOL Capital Management CONew Position+1.7M+$23.5M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+650K+$9.0M
LEAVELL INVESTMENT MANAGEMENT, INC.New Position+386K+$5.0M
J.W. COLE ADVISORS, INC.New Position+356K+$4.9M
ENVESTNET ASSET MANAGEMENT INCNew Position+321K+$4.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+273K+$3.8M
Element Wealth, LLCNew Position+224K+$3.1M
Capital Investment Advisors, LLCNew Position+204K+$2.8M
Belpointe Asset Management LLCNew Position+118K+$1.6M
Boreal Capital Management LLCNew Position+0+$1.4M
Concurrent Investment Advisors, LLCNew Position+93K+$1.3M
Americana Partners, LLCNew Position+79K+$1.1M
Samalin Investment Counsel, LLCNew Position+73K+$1.0M
Goldstone Financial Group, LLCNew Position+67K+$923K
PFG Investments, LLCNew Position+30K+$420K

PDO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-50K-$34.6B
Cercano Management LLCClosed Position-1.7M-$23.5B
Invesco Ltd.Decreased-36K-$13.6B
GUGGENHEIM CAPITAL LLCDecreased-10K-$11.5B
Cornerstone Advisory, LLCDecreased-20K-$4.8B
Consolidated Portfolio Review CorpClosed Position-239K-$3.4B
&PARTNERSDecreased-30K-$3.1B
Cetera Investment AdvisersDecreased-5K-$2.5B
NWF Advisory Services Inc.Decreased-135K-$2.0B
FIRST TRUST ADVISORS LPDecreased-22K-$1.1B
CreativeOne Wealth, LLCDecreased-8K-$617.8M
Sunbelt Securities, Inc.Decreased-8K-$607.0M
CHOREO, LLCDecreased-9K-$594.7M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-26K-$469.8M
Gridiron Partners, LLCDecreased-98K-$422.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY5,396,014$74.0M0.00%Share
2UBS Group AG3,509,031$48.6M0.01%Share
3ROYAL BANK OF CANADA2,103,859$29.0M0.00%Share
4WELLS FARGO & COMPANY/MN1,968,815$27.0M0.00%Share
5SOL Capital Management CO1,698,816$23.5M2.11%Share
6COHEN & STEERS, INC.1,230,570$17.0M0.03%Share
7Invesco Ltd.929,247$12.9M0.00%Share
8GUGGENHEIM CAPITAL LLC804,732$11.0M0.08%Share
9BANK OF AMERICA CORP /DE/772,733$10.0M0.00%Share
10COMMONWEALTH EQUITY SERVICES, LLC650,442$9.0M0.01%Share
11HighTower Advisors, LLC586,052$8.0M0.01%Share
12WELLS FARGO & COMPANY/MN432,550$5.0M0.00%Share
13LEAVELL INVESTMENT MANAGEMENT, INC.385,552$5.0M0.21%Share
14J.W. COLE ADVISORS, INC.356,203$4.9M0.12%Share
15Thomas J. Herzfeld Advisors, Inc.345,432$4.8M1.62%Share
16Cornerstone Advisory, LLC322,492$4.5M0.43%Share
17ENVESTNET ASSET MANAGEMENT INC320,807$4.0M0.00%Share
18RAYMOND JAMES FINANCIAL INC350,893$4.0M0.00%Share
19RAYMOND JAMES FINANCIAL INC319,894$4.0M0.00%Share
20LPL Financial LLC306,502$4.0M0.00%Share
21INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC272,738$3.8M0.26%Share
22Element Wealth, LLC224,418$3.1M1.28%Share
23Private Advisor Group, LLC284,440$3.0M0.01%Share
24Capital Investment Advisors, LLC204,148$2.8M0.04%Share
25Cetera Investment Advisers169,446$2.0M0.00%Share
26&PARTNERS189,584$2.0M0.01%Share
27NewEdge Advisors, LLC183,484$2.0M0.01%Share
28OSAIC HOLDINGS, INC.176,572$2.0M0.00%Share
29Anchor Capital Management Group Inc134,500$1.9M0.96%Share
30NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO7,689$1.8M0.00%Share
31Belpointe Asset Management LLC117,742$1.6M0.06%Share
32Concurrent Investment Advisors, LLC92,725$1.3M0.01%Share
33Palogic Value Management, L.P.90,184$1.2M0.52%Share
34Triumph Capital Management81,195$1.1M0.24%Share
35Americana Partners, LLC79,317$1.1M0.03%Share
36Samalin Investment Counsel, LLC73,233$1.0M0.36%Share
37Boreal Capital Management LLC0$1.0M0.76%Share
38Cambridge Investment Research Advisors, Inc.140,995$1.0M0.00%Share
39Venture Visionary Partners LLC127,532$1.0M0.03%Share
40WEDBUSH SECURITIES INC98,845$1.0M0.03%Share
41JANE STREET GROUP, LLC101,330$1.0M0.00%Share
42Goldstone Financial Group, LLC66,735$923K0.10%Share
43COMERICA BANK65,154$901K0.00%Share
44RFG Advisory, LLC53,273$737K0.01%Share
45Bramshill Investments, LLC52,448$725K0.04%Share
46MCDONALD PARTNERS LLC46,000$636K0.20%Share
47Maridea Wealth Management LLC35,389$489K0.07%Share
48Sunbelt Securities, Inc.34,584$478K0.03%Share
49CHOREO, LLC32,839$460K0.01%Share
50Meadowbrook Wealth Management, LLC32,970$456K0.52%Share

PDO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025125$361.4M+36
Q3 202589$297.6B-18
Q2 2025107$220.9B-10
Q1 2025117$296.6B+15
Q4 2024102$13.2T+24
Q3 202478$190.6T-1
Q2 202479$180.5T+5
Q1 202474$179.0T—

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As of Q4 2025, 50 institutional investors hold PDO (PIMCO Dynamic Income Opportunities Fund). The largest holder is MORGAN STANLEY with $74.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own PDO?

As of Q4 2025, 50 institutional investors report holding PDO (PIMCO Dynamic Income Opportunities Fund) in their 13F filings.

Who is the largest institutional holder of PDO?

The largest institutional holder of PDO is MORGAN STANLEY with $74.0M in shares.

Is institutional ownership of PDO increasing or decreasing?

This quarter, 15 institutions opened new positions in PDO and 2 closed their positions.