PIMCO Dynamic Income OpportPDO
13F holders, Q1 2025 (March 31)117holders +2
22new positions
18sold out
$13.83avg. 13F price*
At the end of Q1 2025, 117 institutions reported holding PIMCO Dynamic Income Opport (PDO) in their 13F filings, up 2 from Q4 2024. 22 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($64.7M), UBS Group AG ($47.1M) and Wells Fargo & Company ($37.0M).
- Company
- PIMCO Dynamic Income Opport
- CUSIP
- 69355M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $9.9M |
| Exits | 18 | $5.4M |
All 13F filers, Q4 2024 → Q1 2025: 3,001,737 shares bought and 991,708 shares sold, net +2,010,029 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| Morgan Stanley | 0.00% | Reduce -5.7% | 4,659,566 | $64.7M |
| UBS Group AG | 0.01% | Reduce -2.6% | 3,394,592 | $47.1M |
| Wells Fargo & Company | 0.01% | Add +8.2% | 2,668,435 | $37.0M |
| SOL Capital Management CO | 2.39% | Add +5.9% | 1,560,528 | $21.7M |
| Cercano Management LLC | 0.56% | Add +181.2% | 1,370,793 | $19.0M |
| Cohen & Steers, Inc. | 0.03% | Reduce -5.1% | 1,293,662 | $18.0M |
| Royal Bank of Canada | 0.00% | Add +21.8% | 1,198,791 | $16.6M |
| Invesco Ltd. | 0.00% | Add +0.7% | 887,119 | $12.3M |
| Guggenheim Capital LLC | 0.10% | Add +8.4% | 745,810 | $10.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.9% | 672,177 | $9.3M |
| Bank of America Corp. | 0.00% | Reduce -6.5% | 644,191 | $8.9M |
| Raymond James Financial Inc. | 0.00% | Add +40.5% | 470,779 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Add +22.3% | 434,623 | $6.0M |
| Cornerstone Advisory, LLC | 0.64% | Reduce -1.2% | 407,002 | $5.5M |
| J.W. Cole Advisors, Inc. | 0.14% | Add +182.3% | 325,214 | $4.5M |
| Leavell Investment Management, Inc. | 0.18% | Add +28.8% | 263,864 | $3.7M |
| Ieq Capital, LLC | 0.03% | New | 250,000 | $3.5M |
| Element Wealth, LLC | 1.85% | Reduce -2.3% | 248,898 | $3.5M |
| LPL Financial LLC | 0.00% | Add +12.9% | 240,850 | $3.3M |
| Capital Investment Advisors, LLC | 0.06% | Reduce -5.3% | 221,137 | $3.1M |
| Consolidated Portfolio Review Corp | 0.48% | Add +14.7% | 216,231 | $3.0M |
| Private Advisor Group, LLC | 0.01% | Add +45.4% | 170,924 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.9% | 147,415 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +23.5% | 146,450 | $2.0M |
| Anchor Capital Management Group Inc | 0.86% | No change | 134,500 | $1.9M |
| Venture Visionary Partners LLC | 0.07% | No change | 127,532 | $1.8M |
| Independent Financial Group, LLC | 0.06% | Add +7.8% | 126,424 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +29.5% | 123,230 | $1.7M |
| Belpointe Asset Management LLC | 0.09% | Reduce -2.9% | 120,434 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -1.5% | 113,913 | $1.6M |
| Wedbush Securities Inc. | 0.05% | Add +11.6% | 92,299 | $1.3M |
| First Trust Advisors LP | 0.00% | Reduce -3.0% | 91,949 | $1.3M |
| Thomas J. Herzfeld Advisors, Inc. | 0.42% | New | 89,425 | $1.2M |
| Palogic Value Management, L.P. | 0.54% | Add +4.1% | 87,226 | $1.2M |
| Americana Partners, LLC | 0.04% | No change | 79,317 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.02% | New | 72,050 | $1.0M |
| Samalin Investment Counsel, LLC | 0.40% | Add +3.3% | 71,524 | $993K |
| Goldstone Financial Group, LLC | 0.14% | Reduce -23.4% | 64,969 | $902K |
| Envestnet Asset Management Inc. | 0.00% | Add +24.6% | 54,427 | $755K |
| Bramshill Investments, LLC | 0.08% | Add +0.1% | 53,736 | $746K |
| CreativeOne Wealth, LLC | 0.02% | Add +57.9% | 49,750 | $691K |
| Lido Advisors, LLC | 0.00% | New | 43,284 | $601K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +2.9% | 41,573 | $577K |
| XTX Topco Ltd | 0.03% | New | 41,084 | $570K |
| Sunbelt Securities, Inc. | 0.05% | Add +13.0% | 40,127 | $557K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -7.6% | 39,575 | $554K |
| McDonald Partners LLC | 0.14% | No change | 39,000 | $541K |
| Triumph Capital Management | 0.17% | Add +26.4% | 37,087 | $515K |
| Maridea Wealth Management LLC | 0.16% | Reduce -0.3% | 34,745 | $482K |
| Tectonic Advisors LLC | 0.03% | Add +2.8% | 32,291 | $448K |
| Choreo, LLC | 0.01% | New | 30,746 | $427K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.2% | 30,386 | $422K |
| DAVENPORT & Co LLC | 0.00% | No change | 30,350 | $421K |
| Gridiron Partners, LLC | 0.27% | No change | 29,970 | $416K |
| PFG Investments, LLC | 0.03% | Reduce -7.5% | 29,860 | $414K |
| First Foundation Advisors | 0.02% | No change | 29,579 | $411K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 29,420 | $408K |
| NWF Advisory Services Inc. | 0.05% | Reduce -19.4% | 27,943 | $388K |
| D.A. Davidson & Co. | 0.00% | Reduce -22.1% | 27,560 | $383K |
| Jane Street Group, LLC | 0.00% | New | 26,391 | $366K |
| NewEdge Advisors, LLC | 0.00% | Reduce -35.1% | 21,105 | $293K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 19,275 | $268K |
| Merkkuri Wealth Advisors LLC | 0.23% | No change | 19,070 | $265K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 18,500 | $256K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 17,674 | $245K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.6% | 17,440 | $242K |
| Debussy Capital Management LP | 0.04% | No change | 17,300 | $240K |
| MML Investors Services, LLC | 0.00% | Reduce -2.9% | 16,861 | $234K |
| Courier Capital LLC | 0.01% | No change | 16,269 | $226K |
| National Bank of Canada | 0.00% | Reduce -1.3% | 16,240 | $225K |
| Optimum Investment Advisors | 0.10% | No change | 16,000 | $222K |
| Tennessee Valley Asset Management Partners | 0.04% | New | 15,778 | $219K |
| Lindbrook Capital, LLC | 0.02% | Add +91.1% | 15,290 | $212K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +26.8% | 14,862 | $206K |
| BlackRock, Inc. | 0.00% | New | 14,210 | $197K |
| RFG Advisory, LLC | 0.01% | New | 14,018 | $195K |
| Onyx Bridge Wealth Group LLC | 0.03% | No change | 13,167 | $183K |
| Leigh Baldwin & Co., LLC | 0.14% | New | 12,507 | $174K |
| Crumly & Associates Inc. | 0.05% | No change | 12,500 | $174K |
| Scotia Capital Inc. | 0.00% | New | 12,400 | $172K |
| Elequin Capital, LP | 0.04% | New | 11,572 | $161K |
| Park National Corp. | 0.01% | No change | 10,974 | $152K |
| Sowell Financial Services LLC | 0.01% | New | 10,500 | $146K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +34.0% | 9,913 | $138K |
| Ethos Financial Group, LLC | 0.01% | No change | 10,000 | $137K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -31.9% | 9,618 | $133K |
| Comerica Bank | 0.00% | Reduce -21.7% | 8,083 | $112K |
| Coldstream Capital Management Inc. | 0.00% | New | 7,500 | $104K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -58.4% | 6,500 | $90K |
| Spire Wealth Management | 0.00% | Add +45.1% | 6,433 | $89K |
| SOA Wealth Advisors, LLC. | 0.02% | New | 84,723 | $85K |
| CoreCap Advisors, LLC | 0.00% | No change | 5,950 | $83K |
| Harbour Investments, Inc. | 0.00% | No change | 5,610 | $78K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +22.2% | 5,500 | $76K |
| Noble Wealth Management PBC | 0.05% | Add +39.7% | 5,309 | $74K |
| IFP Advisors, Inc | 0.00% | Reduce -58.1% | 5,112 | $71K |
| CIBC Private Wealth Group LLC | 0.00% | Add +87.0% | 4,301 | $53K |
| Bank of New Hampshire | 0.01% | No change | 3,725 | $52K |
| Tanglewood Legacy Advisors, LLC | 0.02% | New | 3,655 | $51K |
| Geneos Wealth Management Inc. | 0.00% | Add +104.2% | 2,940 | $41K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 2,490 | $35K |
| Cwm, LLC | 0.00% | Add +0.7% | 2,019 | $28K |
| Larson Financial Group LLC | 0.00% | No change | 1,931 | $27K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.8% | 1,773 | $25K |
| FNY Investment Advisers, LLC | 0.01% | No change | 1,600 | $22K |
| Principal Securities, Inc. | 0.00% | No change | 1,349 | $18K |
| AllSquare Wealth Management LLC | 0.01% | No change | 1,200 | $17K |
| SWAN Capital LLC | 0.00% | No change | 599 | $8K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +2.8% | 549 | $8K |
| Toth Financial Advisory Corp. | 0.00% | No change | 400 | $6K |
| Lanark Financial, Inc. | 0.00% | — | 250 | $3K |
| Stonebridge Financial Group, LLC | 0.00% | Reduce -21.9% | 160 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 81 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 73 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 50 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 75 | $1K |
| Allworth Financial LP | 0.00% | No change | 13 | $177 |
"% of holder's portfolio" is PDO's weight in each manager's 13F, not the share of PIMCO Dynamic Income Opport the manager owns.