DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

72 hedge funds and large institutions have $159M invested in DoubleLine Opportunistic Credit Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
30
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRC
1
Catawba River Capital
South Carolina
$3.59M
2
SIA
2
Sit Investment Associates
Minnesota
$50.3M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.14M
4
SWP
4
Strategic Wealth Partners
Ohio
$1.34M
5
SWA
5
Stratos Wealth Advisors
Ohio
$1.8M

Top Sellers

1
LWM
1
LeConte Wealth Management
Tennessee
$9.8M
2
Ameriprise
2
Ameriprise
Minnesota
$4.25M
3
SFS
3
Shaker Financial Services
Virginia
$388K
4
Wells Fargo
4
Wells Fargo
California
$2.96M
5
Raymond James Financial
5
Raymond James Financial
Florida
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
CPRC
26
Consolidated Portfolio Review Corp
New York
$1.34M 87,003 +18,677 +27%
MTC
27
Matrix Trust Company
Colorado
$771K 50,160 +3,068 +7%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$730K 47,463 +839 +2%
GP
29
Gridiron Partners
Pennsylvania
$615K 40,017 – –
Comerica Bank
30
Comerica Bank
Texas
$546K 35,527 -550 -2%
VCP
31
Verus Capital Partners
Arizona
$492K 31,988 +22 +0.1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$450K 29,240 +7,989 +38%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$439K 28,533 +28,533 New
WS
34
Wedbush Securities
California
$434K 28,235 +510 +2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$429K 27,899 +9 +0%
HKAM
36
Horizon Kinetics Asset Management
New York
$412K 26,820 -1,416 -5%
NA
37
NewEdge Advisors
Louisiana
$411K 26,740 – –
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$393K 25,548 +72 +0.3%
SFS
39
Shaker Financial Services
Virginia
$388K 25,219 -52,788 -68%
UAG
40
United Advisor Group
Ohio
$371K 24,141 – –
Osaic Holdings
41
Osaic Holdings
Arizona
$348K 22,436 -2,303 -9%
AA
42
Apriem Advisors
California
$309K 20,110 – –
FSA
43
Fort Sheridan Advisors
Illinois
$281K 18,272 -6,197 -25%
ATPW
44
Ashton Thomas Private Wealth
Arizona
$274K 17,819 – –
TWC
45
TD Waterhouse Canada
Ontario, Canada
$263K 17,070 -453 -3%
AWAG
46
ARS Wealth Advisors Group
Florida
$251K 16,300 -100 -0.6%
MWM
47
Melfa Wealth Management
Massachusetts
$240K 15,609 – –
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$221K 14,338 +14,338 New
KA
49
Kercheville Advisors
Texas
$216K 14,073 +16 +0.1%
Mariner
50
Mariner
Kansas
$192K 12,478 +732 +6%
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