DBL

DoubleLine Opportunistic Credit Fund

66 hedge funds and large institutions have $163M invested in DoubleLine Opportunistic Credit Fund in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
66
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
26
Aviance Capital Partners
Florida
$1.41M
SWP
27
Strategic Wealth Partners
Ohio
$1.38M
USCWA
28
U.S. Capital Wealth Advisors
Texas
$916K
MTC
29
Matrix Trust Company
Colorado
$744K
GP
30
Gridiron Partners
Pennsylvania
$684K
VCP
31
Verus Capital Partners
Arizona
$517K
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$452K
SFS
33
Shaker Financial Services
Virginia
$445K
WS
34
Wedbush Securities
California
$440K
NA
35
NewEdge Advisors
Louisiana
$421K
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$399K
HKAM
37
Horizon Kinetics Asset Management
New York
$393K
UAG
38
United Advisor Group
Ohio
$376K
Osaic Holdings
39
Osaic Holdings
Arizona
$365K
Comerica Bank
40
Comerica Bank
Texas
$324K
AA
41
Apriem Advisors
California
$313K
ATPW
42
Ashton Thomas Private Wealth
Arizona
$278K
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$261K
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$259K
FSA
45
Fort Sheridan Advisors
Illinois
$246K
MWM
46
Melfa Wealth Management
Massachusetts
$243K
AWAG
47
ARS Wealth Advisors Group
Florida
$230K
KA
48
Kercheville Advisors
Texas
$220K
KAS
49
Kestra Advisory Services
Texas
$194K
MCFP
50
Mallini Complete Financial Planning
Florida
$192K