PIMCO Dynamic Income OpportPDO
13F holders, Q2 2025 (June 30)115holders −2
15new positions
17sold out
$13.51avg. 13F price*
At the end of Q2 2025, 115 institutions reported holding PIMCO Dynamic Income Opport (PDO) in their 13F filings, down 2 from Q1 2025. 15 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($63.2M), UBS Group AG ($47.3M) and Wells Fargo & Company ($35.0M).
- Company
- PIMCO Dynamic Income Opport
- CUSIP
- 69355M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $7.0M |
| Exits | 17 | $7.8M |
All 13F filers, Q1 2025 → Q2 2025: 1,864,072 shares bought and 965,138 shares sold, net +898,934 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Morgan Stanley | 0.00% | Add +0.6% | 4,687,672 | $63.2M |
| UBS Group AG | 0.01% | Add +3.3% | 3,506,474 | $47.3M |
| Wells Fargo & Company | 0.01% | Reduce -2.7% | 2,597,042 | $35.0M |
| SOL Capital Management CO | 2.19% | Add +7.2% | 1,672,629 | $22.5M |
| Cercano Management LLC | 0.64% | Add +21.6% | 1,666,651 | $22.5M |
| Royal Bank of Canada | 0.00% | Add +13.4% | 1,359,860 | $18.3M |
| Cohen & Steers, Inc. | 0.03% | Add +0.9% | 1,305,639 | $17.6M |
| Invesco Ltd. | 0.00% | Add +5.1% | 932,102 | $12.6M |
| Guggenheim Capital LLC | 0.08% | Add +3.7% | 773,376 | $10.4M |
| Bank of America Corp. | 0.00% | Add +7.0% | 689,558 | $9.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.6% | 676,091 | $9.1M |
| HighTower Advisors, LLC | 0.01% | Add +22.3% | 531,490 | $7.2M |
| Raymond James Financial Inc. | 0.00% | Add +6.8% | 502,546 | $6.8M |
| Cornerstone Advisory, LLC | 0.52% | Reduce -12.6% | 355,904 | $4.8M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +5.0% | 341,423 | $4.6M |
| Leavell Investment Management, Inc. | 0.18% | Add +13.3% | 298,853 | $4.1M |
| Capital Investment Advisors, LLC | 0.06% | Reduce -2.1% | 216,395 | $3.1M |
| Element Wealth, LLC | 1.41% | Reduce -8.6% | 227,567 | $3.1M |
| Consolidated Portfolio Review Corp | 0.42% | Add +3.9% | 224,617 | $3.0M |
| LPL Financial LLC | 0.00% | Reduce -10.8% | 214,737 | $2.9M |
| Private Advisor Group, LLC | 0.01% | Add +17.1% | 200,068 | $2.7M |
| Balyasny Asset Management L.P. | 0.01% | New | 174,862 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Add +13.9% | 166,776 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.9% | 151,654 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +22.6% | 151,118 | $2.0M |
| International Assets Investment Management, LLC | 0.16% | New | 149,773 | $2.0M |
| Anchor Capital Management Group Inc | 0.84% | No change | 134,500 | $1.8M |
| Venture Visionary Partners LLC | 0.06% | No change | 127,532 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +498.8% | 126,385 | $1.7M |
| Independent Financial Group, LLC | 0.05% | Reduce -0.1% | 126,269 | $1.7M |
| Belpointe Asset Management LLC | 0.06% | Reduce -11.7% | 106,389 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Add +5.3% | 97,168 | $1.3M |
| Palogic Value Management, L.P. | 0.50% | Reduce -1.4% | 86,026 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +12.3% | 80,892 | $1.1M |
| Americana Partners, LLC | 0.04% | No change | 79,317 | $1.1M |
| First Trust Advisors LP | 0.00% | Reduce -16.8% | 76,500 | $1.0M |
| Samalin Investment Counsel, LLC | 0.38% | Add +2.2% | 73,108 | $985K |
| Goldstone Financial Group, LLC | 0.11% | Reduce -0.8% | 64,462 | $870K |
| Triumph Capital Management | 0.24% | Add +57.7% | 58,490 | $788K |
| Jane Street Group, LLC | 0.00% | Add +120.8% | 58,285 | $786K |
| Envestnet Asset Management Inc. | 0.00% | Add +6.7% | 58,065 | $783K |
| Readystate Asset Management LP | 0.05% | New | 53,375 | $719K |
| Bramshill Investments, LLC | 0.08% | Reduce -0.7% | 53,347 | $719K |
| CreativeOne Wealth, LLC | 0.02% | No change | 49,750 | $671K |
| RFG Advisory, LLC | 0.01% | Add +226.6% | 45,778 | $617K |
| Stifel Financial Corp. | 0.00% | Reduce -60.9% | 44,581 | $601K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +3.0% | 42,810 | $577K |
| McDonald Partners LLC | 0.13% | No change | 39,000 | $526K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -4.7% | 37,700 | $513K |
| Kestra Advisory Services, LLC | 0.00% | Add +18.5% | 35,997 | $485K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -11.5% | 35,507 | $483K |
| AlphaCore Capital LLC | 0.02% | New | 35,426 | $482K |
| Maridea Wealth Management LLC | 0.12% | Add +2.4% | 35,574 | $480K |
| Tectonic Advisors LLC | 0.03% | Add +2.8% | 33,206 | $448K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +8.6% | 31,944 | $431K |
| Gridiron Partners, LLC | 0.25% | No change | 29,970 | $404K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.6% | 29,850 | $402K |
| PFG Investments, LLC | 0.02% | Reduce -6.8% | 27,818 | $375K |
| Naviter Wealth, LLC | 0.04% | New | 25,500 | $347K |
| D.A. Davidson & Co. | 0.00% | Reduce -9.1% | 25,065 | $338K |
| First Foundation Advisors | 0.01% | Reduce -15.7% | 24,928 | $336K |
| NWF Advisory Services Inc. | 0.04% | Reduce -16.1% | 23,435 | $316K |
| Elequin Capital, LP | 0.09% | Add +85.9% | 21,517 | $290K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 19,275 | $260K |
| Courier Capital LLC | 0.01% | No change | 16,269 | $219K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -7.8% | 16,071 | $217K |
| Optimum Investment Advisors | 0.09% | No change | 16,000 | $216K |
| MML Investors Services, LLC | 0.00% | Reduce -6.6% | 15,753 | $212K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +3.4% | 15,365 | $207K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 15,292 | $206K |
| Carnegie Investment Counsel | 0.00% | New | 15,000 | $202K |
| BlackRock, Inc. | 0.00% | Add +0.3% | 14,251 | $192K |
| National Bank of Canada | 0.00% | Reduce -16.9% | 13,500 | $182K |
| AE Wealth Management LLC | 0.00% | New | 13,347 | $180K |
| Onyx Bridge Wealth Group LLC | 0.02% | No change | 13,167 | $177K |
| Walleye Capital LLC | 0.00% | New | 13,150 | $177K |
| Crumly & Associates Inc. | 0.04% | No change | 12,500 | $169K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 11,649 | $157K |
| Park National Corp. | 0.00% | No change | 10,974 | $148K |
| Scotia Capital Inc. | 0.00% | Reduce -11.7% | 10,950 | $148K |
| Debussy Capital Management LP | 0.02% | Reduce -41.6% | 10,100 | $136K |
| Ethos Financial Group, LLC | 0.01% | No change | 10,000 | $136K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 9,618 | $130K |
| CoreCap Advisors, LLC | 0.00% | Add +42.7% | 8,488 | $114K |
| Comerica Bank | 0.00% | No change | 8,083 | $109K |
| Harbour Investments, Inc. | 0.00% | No change | 5,610 | $76K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -43.5% | 5,600 | $75K |
| Spire Wealth Management | 0.00% | Reduce -14.0% | 5,533 | $75K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 5,500 | $74K |
| IFP Advisors, Inc | 0.00% | Reduce -0.2% | 5,100 | $69K |
| Bank of New Hampshire | 0.01% | No change | 3,725 | $50K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 3,655 | $49K |
| Ameritas Advisory Services, LLC | 0.00% | New | 3,429 | $46K |
| Principal Securities, Inc. | 0.00% | Add +107.9% | 2,804 | $38K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,490 | $34K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -46.5% | 2,300 | $31K |
| MeadowBrook Investment Advisors LLC | 0.03% | New | 2,255 | $30K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -66.2% | 2,200 | $30K |
| Larson Financial Group LLC | 0.00% | Add +5.3% | 2,034 | $27K |
| Cwm, LLC | 0.00% | Add +0.6% | 2,032 | $27K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.8% | 1,823 | $25K |
| FNY Investment Advisers, LLC | 0.01% | No change | 1,600 | $21K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -51.0% | 1,440 | $19K |
| AllSquare Wealth Management LLC | 0.01% | No change | 1,200 | $16K |
| Allworth Financial LP | 0.00% | Add +7746.1% | 1,020 | $14K |
| NFSG Corp | 0.00% | New | 1,000 | $13K |
| JPMorgan Chase & Co. | 0.00% | New | 743 | $10K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +2.7% | 564 | $8K |
| Pin Oak Investment Advisors Inc. | 0.01% | Add +868.0% | 484 | $6K |
| Toth Financial Advisory Corp. | 0.00% | No change | 400 | $5K |
| Whittier Trust Co. | 0.00% | New | 142 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 81 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 75 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 73 | $984 |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +0.0% | 1 | $13 |
"% of holder's portfolio" is PDO's weight in each manager's 13F, not the share of PIMCO Dynamic Income Opport the manager owns.