PIMCO Dynamic Income OpportPDO
13F holders, Q4 2025 (December 31)128holders −5
10new positions
17sold out
$13.88avg. 13F price*
At the end of Q4 2025, 128 institutions reported holding PIMCO Dynamic Income Opport (PDO) in their 13F filings, down 5 from Q3 2025. 10 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($74.7M), UBS Group AG ($48.7M) and Wells Fargo & Company ($33.2M).
- Company
- PIMCO Dynamic Income Opport
- CUSIP
- 69355M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.7M |
| Exits | 17 | $27.8M |
All 13F filers, Q3 2025 → Q4 2025: 2,514,784 shares bought and 2,445,514 shares sold, net +69,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| Morgan Stanley | 0.00% | Add +14.9% | 5,397,465 | $74.7M |
| UBS Group AG | 0.01% | Add +4.9% | 3,521,827 | $48.7M |
| Wells Fargo & Company | 0.01% | Reduce -2.0% | 2,401,365 | $33.2M |
| Royal Bank of Canada | 0.01% | Add +53.4% | 2,194,483 | $30.4M |
| SOL Capital Management CO | 2.11% | Add +1.1% | 1,698,816 | $23.5M |
| Cohen & Steers, Inc. | 0.03% | Reduce -1.4% | 1,230,570 | $17.0M |
| Invesco Ltd. | 0.00% | Reduce -3.7% | 929,247 | $12.9M |
| Guggenheim Capital LLC | 0.08% | Reduce -1.3% | 804,732 | $11.1M |
| Bank of America Corp. | 0.00% | Add +6.5% | 799,983 | $11.1M |
| Raymond James Financial Inc. | 0.00% | Add +13.0% | 706,009 | $9.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.0% | 650,442 | $9.0M |
| HighTower Advisors, LLC | 0.01% | Add +1.0% | 586,052 | $8.1M |
| Leavell Investment Management, Inc. | 0.22% | Add +20.7% | 385,552 | $5.4M |
| J.W. Cole Advisors, Inc. | 0.12% | Reduce -7.2% | 356,203 | $4.9M |
| Thomas J. Herzfeld Advisors, Inc. | 1.62% | Add +8.6% | 345,432 | $4.8M |
| Cornerstone Advisory, LLC | 0.43% | Reduce -5.8% | 322,492 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.9% | 320,807 | $4.4M |
| LPL Financial LLC | 0.00% | Add +11.2% | 306,502 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Add +19.9% | 284,440 | $3.9M |
| International Assets Investment Management, LLC | 0.26% | Add +69.6% | 272,738 | $3.8M |
| Element Wealth, LLC | 1.28% | Reduce -1.1% | 224,418 | $3.1M |
| Osaic Holdings, Inc. | 0.00% | Add +29.3% | 223,932 | $3.1M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -3.7% | 204,148 | $2.8M |
| &partners | 0.01% | Reduce -13.8% | 189,584 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Add +36.8% | 183,484 | $2.5M |
| Cetera Investment Advisers | 0.00% | Reduce -2.8% | 169,446 | $2.3M |
| Estate Planners Group, LLC | 0.96% | — | 159,844 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.0% | 140,995 | $2.0M |
| Anchor Capital Management Group Inc | 0.96% | No change | 134,500 | $1.9M |
| Venture Visionary Partners LLC | 0.06% | No change | 127,532 | $1.8M |
| Independent Financial Group, LLC | 0.04% | Add +0.8% | 125,564 | $1.7M |
| Belpointe Asset Management LLC | 0.06% | Reduce -7.3% | 117,742 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +53.9% | 101,330 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Reduce -4.9% | 98,845 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +4.6% | 92,725 | $1.3M |
| Palogic Value Management, L.P. | 0.54% | No change | 90,184 | $1.2M |
| Triumph Capital Management | 0.24% | Add +0.2% | 81,195 | $1.1M |
| Americana Partners, LLC | 0.03% | No change | 79,317 | $1.1M |
| Samalin Investment Counsel, LLC | 0.36% | Reduce -3.9% | 73,233 | $1.0M |
| Comerica Bank | 0.00% | Add +422.6% | 72,112 | $998K |
| Goldstone Financial Group, LLC | 0.10% | Add +0.4% | 66,735 | $924K |
| RFG Advisory, LLC | 0.01% | Add +16.4% | 53,273 | $737K |
| First Trust Advisors LP | 0.00% | Reduce -29.1% | 53,027 | $734K |
| Bramshill Investments, LLC | 0.04% | Add +0.7% | 52,448 | $726K |
| AlphaCore Capital LLC | 0.02% | Add +41.2% | 48,624 | $679K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +39.7% | 46,657 | $646K |
| McDonald Partners LLC | 0.20% | Add +17.9% | 46,000 | $637K |
| Kestra Advisory Services, LLC | 0.00% | Add +23.0% | 44,820 | $620K |
| Stifel Financial Corp. | 0.00% | Add +1.8% | 44,362 | $614K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -18.9% | 35,500 | $491K |
| Maridea Wealth Management LLC | 0.07% | Add +0.3% | 35,389 | $490K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -19.6% | 34,584 | $479K |
| Rockefeller Capital Management L.P. | 0.00% | Add +331.3% | 34,021 | $471K |
| Choreo, LLC | 0.01% | Reduce -21.8% | 32,839 | $460K |
| Meadowbrook Wealth Management, LLC | 0.52% | Add +0.3% | 32,970 | $456K |
| DAVENPORT & Co LLC | 0.00% | No change | 31,350 | $434K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +8.6% | 31,234 | $432K |
| PFG Investments, LLC | 0.02% | Add +5.4% | 30,363 | $420K |
| Gridiron Partners, LLC | 0.24% | Reduce -76.5% | 29,970 | $415K |
| Fund Advisors of America Inc | 0.37% | — | 29,356 | $406K |
| First Foundation Advisors | 0.01% | No change | 24,928 | $345K |
| Brookwood Investment Group LLC | 0.04% | Reduce -6.4% | 24,540 | $340K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 22,807 | $316K |
| Tectonic Advisors LLC | 0.02% | Reduce -6.2% | 22,557 | $312K |
| Buska Wealth Management, LLC | 0.11% | Add +30.1% | 21,838 | $302K |
| D.A. Davidson & Co. | 0.00% | Reduce -9.0% | 21,633 | $299K |
| HBK Sorce Advisory LLC | 0.01% | Add +5.0% | 21,000 | $296K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 21,206 | $293K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | Reduce -13.9% | 21,000 | $291K |
| Creative Planning | 0.00% | Add +35.7% | 20,884 | $289K |
| Mercer Global Advisors Inc. | 0.00% | New | 20,740 | $287K |
| Private Wealth Asset Management, LLC | 0.03% | New | 19,932 | $276K |
| VestGen Advisors, LLC | 0.01% | Add +20.2% | 19,236 | $266K |
| World Investment Advisors | 0.00% | New | 17,406 | $241K |
| Two Sigma Securities, LLC | 0.03% | Add +47.2% | 17,281 | $239K |
| Scotia Capital Inc. | 0.00% | Add +4.4% | 17,077 | $236K |
| Courier Capital LLC | 0.01% | No change | 16,269 | $225K |
| Perigon Wealth Management, LLC | 0.00% | Add +1.1% | 16,228 | $225K |
| NWF Advisory Services Inc. | 0.02% | Reduce -34.0% | 16,008 | $222K |
| MML Investors Services, LLC | 0.00% | Add +0.9% | 15,937 | $221K |
| Tennessee Valley Asset Management Partners | 0.03% | No change | 15,778 | $218K |
| StoneX Group Inc. | 0.01% | Reduce -22.3% | 15,301 | $214K |
| AE Wealth Management LLC | 0.00% | Add +5.7% | 15,030 | $208K |
| Crumly & Associates Inc. | 0.04% | Add +20.0% | 15,000 | $208K |
| Carnegie Investment Counsel | 0.00% | No change | 15,000 | $208K |
| Onyx Bridge Wealth Group LLC | 0.02% | No change | 13,167 | $182K |
| Cwm, LLC | 0.00% | Add +19.9% | 13,178 | $182K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +14.1% | 12,130 | $168K |
| Clearstead Advisors, LLC | 0.00% | New | 11,768 | $163K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.3% | 11,328 | $158K |
| Park National Corp. | 0.00% | No change | 10,974 | $152K |
| BlackRock, Inc. | 0.00% | Add +24359.1% | 10,762 | $149K |
| Burney Co./ | 0.00% | New | 10,600 | $147K |
| Beacon Financial Advisory LLC | 0.03% | New | 10,593 | $147K |
| Ethos Financial Group, LLC | 0.01% | No change | 10,000 | $140K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -45.1% | 10,022 | $139K |
| Essential Investment Partners LLC | 0.12% | — | 9,300 | $129K |
| Noble Wealth Management PBC | 0.06% | Add +27.2% | 8,283 | $115K |
| National Bank of Canada | 0.00% | Reduce -27.0% | 8,030 | $111K |
| Camelot Portfolios, LLC | 0.07% | New | 8,000 | $111K |
"% of holder's portfolio" is PDO's weight in each manager's 13F, not the share of PIMCO Dynamic Income Opport the manager owns.