DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

67 hedge funds and large institutions have $155M invested in DoubleLine Opportunistic Credit Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-7
Holders Change %
-9.46%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
32
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.56M
2
JAG
Journey Advisory Group
Kentucky
+$2.64M
3
Ameriprise
Ameriprise
Minnesota
+$1.54M
4
LPL Financial
LPL Financial
California
+$1.1M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.07M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
-$509K
2
Calamos Advisors
Calamos Advisors
Illinois
-$371K
3
HF
HRT Financial
New York
-$227K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$226K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
26
U.S. Capital Wealth Advisors
Texas
$729K -$18.6K -1,190 -2%
GP
27
Gridiron Partners
Pennsylvania
$625K – – –
Comerica Bank
28
Comerica Bank
Texas
$564K +$119K +7,614 +27%
SWA
29
Stratos Wealth Advisors
Ohio
$546K +$252K +16,104 +85%
VCP
30
Verus Capital Partners
Arizona
$500K +$344 +22 +0.1%
HKAM
31
Horizon Kinetics Asset Management
New York
$441K -$5.66K -362 -1%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$436K – – –
WS
33
Wedbush Securities
California
$433K -$6.14K -393 -1%
NA
34
NewEdge Advisors
Louisiana
$418K – – –
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$398K +$1.08K +69 +0.3%
Osaic Holdings
36
Osaic Holdings
Arizona
$387K +$3.17K +203 +0.8%
FSA
37
Fort Sheridan Advisors
Illinois
$382K -$7.82K -500 -2%
UAG
38
United Advisor Group
Ohio
$377K -$11.7K -747 -3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$332K +$106K +6,784 +47%
AA
40
Apriem Advisors
California
$314K – – –
ATPW
41
Ashton Thomas Private Wealth
Arizona
$279K +$4.99K +319 +2%
TWC
42
TD Waterhouse Canada
Ontario, Canada
$273K – – –
AWAG
43
ARS Wealth Advisors Group
Florida
$256K -$34.4K -2,200 -12%
MWM
44
Melfa Wealth Management
Massachusetts
$244K – – –
KA
45
Kercheville Advisors
Texas
$220K +$250 +16 +0.1%
WEG
46
World Equity Group
Illinois
$185K +$9.38K +600 +5%
Mariner
47
Mariner
Kansas
$184K +$184K +11,746 New
MCFP
48
Mallini Complete Financial Planning
Florida
$173K +$1.59K +102 +0.9%
TW
49
Transform Wealth
Colorado
$169K – – –
SW
50
SkyOak Wealth
Michigan
$168K +$2.55K +163 +2%
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