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PIMCO Dynamic Income Opportunities Fund hedge fund holdings

PDONYSE
$12.11+0.28 (+2.37%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

PDO · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-14.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253834$40.3M$12.9M110Aug 14, 2025
Q3 20255820$27M$26.6M127Nov 14, 2025
Q4 20253938$32.6M$10.7M122Feb 14, 2026
Q1 20264733$42.8M$21.7M131May 15, 2026
Q2 20264436$30.2M$15.1M129Aug 14, 2026

Quarterly action breakdown

Q2 2026
129 filers
New position
20
$13.9M+1.05M sh
Increased
24
$16.4M+1.24M sh
Reduced
19
-$9.17M-694K sh
Out / sold
17
-$5.97M-452K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Cercano Management LLCNew Buy+$10.4M$10.4M1.38%Aug 14, 2026
Navis Wealth Advisors, LLCSell 100%-$1.17M$00.00%Aug 14, 2026
&PartnersReduce 44.66%-$804K$996K0.00%Aug 14, 2026
Sit Investment Associates IncSell 100%-$782K$00.00%Aug 12, 2026
Belpointe Asset Management LLCAdded 52.66%+$748K$2.17M0.07%Jul 31, 2026
Anchor Capital Management Group IncReduce 37.17%-$661K$1.12M0.77%Jul 28, 2026
Shaker Financial Services, LLCReduce 33.73%-$578K$1.14M0.36%Jul 15, 2026
Meadowbrook Wealth Management, LLCNew Buy+$574K$574K0.62%Jul 6, 2026
Logan Stone Capital, LLCSell 100%-$570K$00.00%Aug 14, 2026
Leavell Investment Management, Inc.Reduce 7.57%-$397K$4.85M0.18%Jul 21, 2026
MorganRosel Wealth Management, LLCNew Buy+$363K$363K0.12%Aug 14, 2026
Cornerstone Advisory, LLCReduce 8.87%-$359K$3.69M0.31%Jul 29, 2026
Accredited Investors Inc.New Buy+$331K$331K0.01%Jul 21, 2026
West Michigan Advisors, LLCSell 100%-$326K$00.00%Aug 21, 2026
Guggenheim Capital LLCReduce 2.67%-$305K$11.1M0.07%Aug 12, 2026
Integrity Advisory Solutions, LLCNew Buy+$283K$283K0.03%Jul 31, 2026
Private Wealth Asset Management, LLCSell 100%-$265K$00.00%Aug 11, 2026
Cohen & Steers, Inc.Added 1.52%+$255K$17M0.03%Aug 14, 2026
Samalin Investment Counsel, LLCReduce 24.48%-$212K$655K0.20%Jul 27, 2026
Tennessee Valley Asset Management PartnersSell 100%-$204K$00.00%Aug 10, 2026
Carnegie Investment CounselSell 100%-$194K$00.00%Jul 30, 2026
Lowe Brockenbrough & Co IncSell 100%-$156K$00.00%Aug 3, 2026
Gridiron Partners, LLCReduce 43.25%-$151K$198K0.10%Aug 5, 2026
Wedbush Securities IncAdded 11.12%+$146K$1.46M0.04%Jul 28, 2026
Gateway Wealth Partners, LLCSell 100%-$145K$00.00%Aug 4, 2026
Sigma Planning CorpNew Buy+$141K$141K0.00%Aug 7, 2026
Connecticut Wealth Management, LLCNew Buy+$135K$135K0.01%Jul 29, 2026
Ballew Advisors, IncNew Buy+$134K$134K0.07%Jul 7, 2026
McAlister, Sweet & Associates, Inc.New Buy+$133K$133K0.07%Jul 13, 2026
Buska Wealth Management, LLCReduce 35.06%-$98K$182K0.07%Jul 10, 2026
Triumph Capital ManagementAdded 7.94%+$94.1K$1.28M0.23%Jul 21, 2026
Capital Investment Advisors, LLCReduce 3.26%-$84.9K$2.52M0.03%Aug 6, 2026
Clearview Wealth Management LLCReduce 33.88%-$73.3K$143K0.09%Jul 14, 2026
Brookwood Investment Group LLCAdded 20.46%+$60.5K$356K0.04%Jul 23, 2026
Maridea Wealth Management LLCAdded 10.95%+$54.2K$549K0.06%Aug 6, 2026
Pension & Wealth Management Advisors, Inc.New Buy+$49.6K$49.6K0.01%Aug 7, 2026
Palogic Value Management, L.P.Added 3.33%+$39.7K$1.23M0.41%Aug 14, 2026
Crumly & Associates Inc.Added 8.00%+$26.4K$357K0.07%Jul 8, 2026
Spire Wealth ManagementAdded 53.58%+$26.4K$75.8K0.00%Jul 15, 2026
Goldstone Financial Group, LLCReduce 2.89%-$24.7K$829K0.08%Aug 11, 2026
Concurrent Investment Advisors, LLCAdded 1.79%+$23.1K$1.32M0.01%Jul 27, 2026
Independent Financial Group, LLCAdded 1.22%+$20K$1.66M0.03%Jul 15, 2026
Essential Investment Partners LLCReduce 7.50%-$19.8K$245K0.20%Jul 15, 2026
Noble Wealth Management PBCAdded 10.55%+$13.9K$145K0.07%Jul 1, 2026
Caldwell Sutter Capital, Inc.Added 316.67%+$13.8K$18.2K0.01%Aug 5, 2026
AlphaCore Capital LLCAdded 2.02%+$13.4K$679K0.01%Aug 6, 2026
IFG Advisory, LLCNew Buy+$10.3K$10.3K0.00%Aug 14, 2026
RFG Advisory, LLCAdded 1.46%+$10K$698K0.01%Jul 15, 2026
Kingswood Wealth Advisors, LLCAdded 6.47%+$9.78K$161K0.01%Jul 27, 2026
Bramshill Investments, LLCAdded 1.11%+$7.63K$697K0.05%Aug 14, 2026
Sovran Advisors, LLCAdded 4.24%+$7.55K$185K0.01%Jul 30, 2026
World Investment AdvisorsReduce 3.17%-$7.43K$227K0.00%Aug 14, 2026
Beaird Harris Wealth Management, LLCSell 100%-$7.07K$00.00%Jul 8, 2026
Fund Advisors of America IncAdded 1.60%+$6.41K$406K0.37%Aug 11, 2026
Element Wealth, LLCReduce 0.16%-$4.88K$2.96M1.11%Aug 14, 2026
DAVENPORT & Co LLCReduce 1.28%-$4.79K$370K0.00%Jul 13, 2026
PFG Investments, LLCReduce 1.17%-$4.68K$394K0.02%Jul 23, 2026
Perigon Wealth Management, LLCAdded 2.39%+$4.32K$185K0.00%Aug 7, 2026
Sound Income Strategies, LLCSell 100%-$3.96K$00.00%Jul 20, 2026
Scotia Capital Inc.Reduce 1.47%-$3.31K$222K0.00%Aug 11, 2026
D.A. Davidson & Co.Added 0.94%+$2.83K$304K0.00%Jul 24, 2026
Wolff Wiese Magana LLCAdded 225.00%+$2.38K$3.44K0.00%Jul 13, 2026
Stratos Wealth Partners, LTD.Reduce 0.43%-$1.79K$415K0.00%Aug 11, 2026
Beacon Financial Advisory LLCAdded 1.01%+$1.42K$142K0.03%Aug 5, 2026
MML Investors Services, LLCAdded 0.36%+$859$242K0.00%Aug 7, 2026
Aspect Partners, LLCAdded 2.99%+$502$17.3K0.01%Jul 16, 2026
VestGen Advisors, LLCAdded 0.17%+$436$262K0.01%Aug 11, 2026
SHP Wealth ManagementAdded 2.02%+$225$11.4K0.00%Aug 11, 2026
Estate Planners Group, LLCReduce 0.01%-$185$2M0.90%Aug 13, 2026

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