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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -3

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
BANK OF AMERICA CORP /DE/Increased+49K+$10.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+650K+$9.0B
ROYAL BANK OF CANADAIncreased+763K+$8.8B
LEAVELL INVESTMENT MANAGEMENT, INC.New Position+386K+$5.0B
J.W. COLE ADVISORS, INC.New Position+356K+$4.9B
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+273K+$3.8B
Element Wealth, LLCNew Position+224K+$3.1B
Capital Investment Advisors, LLCNew Position+204K+$2.8B
Belpointe Asset Management LLCNew Position+118K+$1.6B
UBS Group AGIncreased+165K+$1.3B
Samalin Investment Counsel, LLCNew Position+73K+$1.0B
Goldstone Financial Group, LLCNew Position+67K+$923.0M
COMERICA BANKIncreased+58K+$802.1M
PFG Investments, LLCNew Position+30K+$420.0M
Brookwood Investment Group LLCNew Position+25K+$339.0M

PDO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Consolidated Portfolio Review CorpClosed Position-239K-$3.4B
&PARTNERSDecreased-30K-$3.1B
WELLS FARGO & COMPANY/MNDecreased-50K-$2.6B
Cetera Investment AdvisersDecreased-5K-$2.5B
NWF Advisory Services Inc.Decreased-135K-$1.7B
FIRST TRUST ADVISORS LPDecreased-22K-$1.1B
Invesco Ltd.Decreased-36K-$764.9M
CreativeOne Wealth, LLCDecreased-8K-$617.8M
CHOREO, LLCDecreased-9K-$594.7M
GUGGENHEIM CAPITAL LLCDecreased-10K-$506.9M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-26K-$469.8M
Cornerstone Advisory, LLCDecreased-20K-$373.0M
StoneX Group Inc.Decreased-4K-$279.7M
LEIGH BALDWIN & CO., LLCClosed Position-11K-$204.7M
Mariner, LLCClosed Position-11K-$161.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG3,509,031$48.6B0.01%Share
2ROYAL BANK OF CANADA2,103,859$29.0B0.00%Share
3WELLS FARGO & COMPANY/MN1,968,815$27.0B0.00%Share
4Invesco Ltd.929,247$12.9B0.00%Share
5GUGGENHEIM CAPITAL LLC804,732$11.0B0.08%Share
6BANK OF AMERICA CORP /DE/772,733$10.0B0.00%Share
7COMMONWEALTH EQUITY SERVICES, LLC650,442$9.0B0.01%Share
8LEAVELL INVESTMENT MANAGEMENT, INC.385,552$5.0B0.21%Share
9WELLS FARGO & COMPANY/MN432,550$5.0B0.00%Share
10J.W. COLE ADVISORS, INC.356,203$4.9B0.12%Share
11Thomas J. Herzfeld Advisors, Inc.345,432$4.8B1.62%Share
12Cornerstone Advisory, LLC322,492$4.5B0.43%Share
13RAYMOND JAMES FINANCIAL INC350,893$4.0B0.00%Share
14RAYMOND JAMES FINANCIAL INC319,894$4.0B0.00%Share
15INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC272,738$3.8B0.26%Share
16Element Wealth, LLC224,418$3.1B1.28%Share
17Private Advisor Group, LLC284,440$3.0B0.01%Share
18Capital Investment Advisors, LLC204,148$2.8B0.04%Share
19OSAIC HOLDINGS, INC.176,572$2.0B0.00%Share
20Anchor Capital Management Group Inc134,500$1.9B0.96%Share
21Belpointe Asset Management LLC117,742$1.6B0.06%Share
22Palogic Value Management, L.P.90,184$1.2B0.52%Share
23Triumph Capital Management81,195$1.1B0.24%Share
24Samalin Investment Counsel, LLC73,233$1.0B0.36%Share
25Venture Visionary Partners LLC127,532$1.0B0.03%Share
26Goldstone Financial Group, LLC66,735$923.0M0.10%Share
27COMERICA BANK65,154$901.0M0.00%Share
28Bramshill Investments, LLC52,448$725.0M0.04%Share
29MCDONALD PARTNERS LLC46,000$636.0M0.20%Share
30Maridea Wealth Management LLC35,389$489.0M0.07%Share
31Sunbelt Securities, Inc.34,584$478.0M0.03%Share
32Stratos Wealth Partners, LTD.31,234$432.0M0.00%Share
33PFG Investments, LLC30,363$420.0M0.02%Share
34Gridiron Partners, LLC29,970$414.0M0.24%Share
35Brookwood Investment Group LLC24,540$339.0M0.04%Share
36TECTONIC ADVISORS LLC22,557$312.0M0.02%Share
37Buska Wealth Management, LLC21,838$302.0M0.11%Share
38D.A. DAVIDSON & CO.21,633$299.0M0.00%Share
39Jaffetilchin Investment Partners, LLC21,206$293.0M0.02%Share
40FIRST FOUNDATION ADVISORS20,000$276.0M0.01%Share
41Private Wealth Asset Management, LLC19,932$275.0M0.03%Share
42COURIER CAPITAL LLC16,269$225.0M0.01%Share
43NWF Advisory Services Inc.16,008$221.0M0.02%Share
44Crumly & Associates Inc.15,000$207.0M0.04%Share
45Carnegie Investment Counsel15,000$207.0M0.00%Share
46Onyx Bridge Wealth Group LLC13,167$182.0M0.02%Share
47KINGSWOOD WEALTH ADVISORS, LLC12,130$167.0M0.01%Share
48PARK NATIONAL CORP /OH/10,974$151.0M0.00%Share
49Beacon Financial Advisory LLC10,593$146.0M0.03%Share
50BURNEY CO/10,600$146.0M0.00%Share

PDO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025125$212.7B+36
Q3 202589$195.7B-18
Q2 2025107$203.2B-10
Q1 2025117$283.7B+15
Q4 2024102$2.9T+24
Q3 202478$14.9T-1
Q2 202479$8.9T+5
Q1 202474$5.7T—

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As of Q4 2025, 50 institutional investors hold PDO (PIMCO Dynamic Income Opportunities Fund). The largest holder is UBS Group AG with $48.6B in shares. This quarter, 11 institutions opened new positions and 3 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 UBS Group AG with $48.6B in shares.

Is institutional ownership of PDO increasing or decreasing?

This quarter, 11 institutions opened new positions in PDO and 3 closed their positions.