PIMCO Dynamic Income Opportunities

PDO • XASE

PIMCO Dynamic Income Opportunities is a publicly traded company on XASE. As of Q3 2025, 121 institutional investors hold shares in this company, with total holdings valued at $304.7M. MORGAN STANLEY is the largest holder with a position valued at $66.3M.

Overview

Overview of institutional ownership in PDO as of Q3 2025

All Institutions

Institutions: 121
Value Held: $304.7M
Shares Held: 21.8M
Avg Position: $2.5M
Median Position: $231.0K

Hedge Funds

Hedge Funds: 2
Value Held: $1.0M
Shares Held: 72.1K
Avg Position: $507.7K
Median Position: $507.7K

Biggest Investors

Institutions with the largest positions in PDO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$66.3M 0.00% of portfolio	0.00% 4.7M shares	Q4 2022 Held for 2y 11m	$1.65T
UBS Group AG Institution	Sergio P. Ermotti CEO	$47.4M 0.01% of portfolio	0.00% 3.4M shares	Q4 2022 Held for 2y 11m	$511.54B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$34.6M 0.01% of portfolio	0.00% 2.5M shares	Q4 2022 Held for 2y 11m	$488.50B
Cercano Management LLC Family Office	Christopher Neil Orndorff President	$23.5M 0.91% of portfolio	0.00% 1.7M shares	Q2 2024 Held for 1y 5m	$2.6B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$13.6M 0.00% of portfolio	0.00% 964.9K shares	Q4 2022 Held for 2y 11m	$633.08B
G GUGGENHEIM CAPITAL LLC Institution	-	$11.5M 0.09% of portfolio	0.00% 814.9K shares	Q4 2022 Held for 2y 11m	$13.4B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$10.6M 0.00% of portfolio	0.00% 751.1K shares	Q4 2022 Held for 2y 11m	$1.33T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$8.8M 0.00% of portfolio	0.00% 624.6K shares	Q4 2024 Held for 11 months	$310.43B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$8.2M 0.01% of portfolio	0.00% 580.4K shares	Q4 2024 Held for 11 months	$87.7B
J J.W. COLE ADVISORS, INC. Institution	-	$5.4M 0.10% of portfolio	0.00% 383.8K shares	Q4 2022 Held for 2y 11m	$5.2B

Net Capital Flow

Institutional buying and selling activity for PDO in Q3 2025

Traded: +$15.6M
Buyers: 72
Sellers: 32
Total Bought: +$25.4M
Total Sold: −$9.7M
Avg Position: $2.3M

Biggest Buyers

Institution	Net Bought	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$4.6M +323.4K shares	$5.4M 381.5K shares
Thomas J. Herzfeld Advisors, Inc. Long Only Manager	+$4.5M +318.1K shares	$4.5M 318.1K shares
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	+$3.1M +220.0K shares	$3.1M 220.0K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$1.7M +122.0K shares	$8.8M 624.6K shares
BANK OF AMERICA CORP /DE/ Institution	+$868.8K +61.5K shares	$10.6M 751.1K shares
L LPL Financial LLC Institution	+$861.4K +61.0K shares	$3.9M 275.7K shares
HighTower Advisors, LLC RIA/Wealth	+$691.3K +49.0K shares	$8.2M 580.4K shares
J J.W. COLE ADVISORS, INC. Institution	+$598.4K +42.4K shares	$5.4M 383.8K shares
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth	+$595.1K +42.0K shares	$595.1K 42.0K shares
G GUGGENHEIM CAPITAL LLC Institution	+$586.9K +41.6K shares	$11.5M 814.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$2.4M −174.9K shares	Sold Off 0 shares
UBS Group AG Institution	−$2.1M −149.2K shares	$47.4M 3.4M shares
WELLS FARGO & COMPANY/MN Institution	−$2.1M −146.0K shares	$34.6M 2.5M shares
T TABLEAUX LLC Institution	−$850.9K −5.2K shares	Sold Off 0 shares
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy	−$719.5K −53.4K shares	Sold Off 0 shares
Naviter Wealth, LLC RIA/Wealth	−$347.0K −25.5K shares	Sold Off 0 shares
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy	−$290.0K −21.5K shares	Sold Off 0 shares
C Cornerstone Advisory, LLP RIA/Wealth	−$189.4K −13.4K shares	$4.8M 342.5K shares
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	−$177.3K −13.2K shares	Sold Off 0 shares
T TECTONIC ADVISORS LLC RIA/Wealth	−$129.2K −9.1K shares	$339.7K 24.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PDO in Q3 2025

New Positions: 17
New Value: $5.6M
Exited Positions: 8
Exited Value: $4.8M

New Positions

Institution	Position Value
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	$3.1M 220.0K shares
Brookwood Investment Group LLC RIA/Wealth	$370.2K 26.2K shares
LOWE BROCKENBROUGH & CO INC RIA/Wealth	$344.5K 24.4K shares
INTL FCSTONE INC. Institution	$279.7K 19.7K shares
HBK Sorce Advisory LLC Hedge Fund•Multi-Strategy	$279.6K 20.0K shares
Buska Wealth Management, LLC RIA/Wealth	$236.9K 16.8K shares
VestGen Advisors, LLC RIA/Wealth	$225.9K 16.0K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$223.1K 15.8K shares
Creative Planning RIA/Wealth	$217.3K 15.4K shares
T TWO SIGMA SECURITIES, LLC Institution	$165.7K 11.7K shares

Exited Positions

Institution	Previous Position
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$2.4M 174.9K shares
T TABLEAUX LLC Institution	$850.9K 5.2K shares
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy	$719.5K 53.4K shares
Naviter Wealth, LLC RIA/Wealth	$347.0K 25.5K shares
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy	$290.0K 21.5K shares
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$177.3K 13.2K shares
MeadowBrook Investment Advisors LLC RIA/Wealth	$30.4K 2.3K shares
GPS Wealth Strategies Group, LLC RIA/Wealth	$984.0 73.0 shares

Options Activity

Institutions with the largest Call and Put options positions in PDO as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with PDO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Thomas J. Herzfeld Advisors, Inc. Long Only Manager	Thomas Jay Herzfeld Chairman	1.54% $4.5M	0.00% 318.1K shares	Q1 2025 Held for 8 months	$291.7M
Element Wealth, LLC RIA/Wealth	Juli-Ann Lenora Marquette CCO	1.40% $3.2M	0.00% 226.9K shares	Q4 2022 Held for 2y 11m	$229.2M
Anchor Capital Management Group Inc Long Only Manager	Garrett Thomas Waters CEO	1.00% $1.9M	0.00% 134.5K shares	Q4 2024 Held for 11 months	$189.7M
Cercano Management LLC Family Office	Christopher Neil Orndorff President	0.91% $23.5M	0.00% 1.7M shares	Q2 2024 Held for 1y 5m	$2.6B
P Palogic Value Management, L.P. RIA/Wealth	Scott Aubrey Williams Partner	0.55% $1.3M	0.00% 90.2K shares	Q4 2022 Held for 2y 11m	$233.1M
C Cornerstone Advisory, LLP RIA/Wealth	Jane Mathieu President	0.48% $4.8M	0.00% 342.5K shares	Q2 2023 Held for 2y 5m	$1.0B
Consolidated Portfolio Review Corp RIA/Wealth	Stephen Alfred Distante CEO	0.42% $3.4M	0.00% 238.7K shares	Q1 2023 Held for 2y 8m	$793.2M
Samalin Investment Counsel, LLC RIA/Wealth	Andrew Evan Samalin Managing Partner	0.37% $1.1M	0.00% 76.2K shares	Q4 2022 Held for 2y 11m	$289.2M
Gridiron Partners, LLC Long Only Manager	David Matthew Kamin CIO	0.33% $423.2K	0.00% 127.7K shares	Q4 2023 Held for 1y 11m	$128.2M
Triumph Capital Management RIA/Wealth	Derek Nathan Eichenwald President	0.29% $1.1M	0.00% 81.0K shares	Q3 2024 Held for 1y 2m	$400.6M

Hedge Fund Spotlight

Discover hedge funds investing in PDO

HBK Sorce Advisory LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMatthew Atcheson Leffers

Portfolio Value: $4.1B
Positions: 732
Last Reported: Q3 2025

Sector Allocation

Position in PIMCO Dynamic Income Opportunities

Market Value: $279.6K
Shares Held: 20.0K
Portfolio Weight: 0.01%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$897.0M	21.96%
2 VCRB Vanguard Core Bond VCRB	ETF ETF	$680.4M	16.66%
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$464.3M	11.37%

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