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DBL

DoubleLine Opportunistic Credit Fund
DBL

68 hedge funds and large institutions have $157M invested in DoubleLine Opportunistic Credit Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 13

21% more capital invested

Capital invested by funds: $130M → $157M (+$27.6M)

5.96% more ownership

Funds ownership: 49.04% → 55% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less funds holding

Funds holding: 75 → 68 (-7)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
68
Holders Change
-7
Holders Change %
-9.33%
% 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
33
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.57M
2
JAG
Journey Advisory Group
Kentucky
+$2.65M
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

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$510K
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 		Change in
Stake
MTC
26
Matrix Trust Company
Colorado
$736K +$195K +12,436 +36%
USCWA
27
U.S. Capital Wealth Advisors
Texas
$729K -$18.6K -1,190 -2%
GP
28
Gridiron Partners
Pennsylvania
$625K – – –
Comerica Bank
29
Comerica Bank
Texas
$564K +$119K +7,614 +27%
SWA
30
Stratos Wealth Advisors
Ohio
$546K +$252K +16,104 +85%
HKAM
31
Horizon Kinetics Asset Management
New York
$441K -$5.67K -362 -1%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$436K – – –
WS
33
Wedbush Securities
California
$433K -$6.15K -393 -1%
NA
34
NewEdge Advisors
Louisiana
$418K – – –
VCP
35
Verus Capital Partners
Arizona
$415K +$329 +21 +0.1%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$398K +$1.08K +69 +0.3%
Osaic Holdings
37
Osaic Holdings
Arizona
$387K +$3.18K +203 +0.8%
FSA
38
Fort Sheridan Advisors
Illinois
$382K -$7.83K -500 -2%
UAG
39
United Advisor Group
Ohio
$377K -$11.7K -747 -3%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$332K +$106K +6,784 +47%
AA
41
Apriem Advisors
California
$314K – – –
ATPW
42
Ashton Thomas Private Wealth
Arizona
$279K +$5K +319 +2%
TWC
43
TD Waterhouse Canada
Ontario, Canada
$273K – – –
AWAG
44
ARS Wealth Advisors Group
Florida
$256K -$34.4K -2,200 -12%
MWM
45
Melfa Wealth Management
Massachusetts
$244K – – –
KA
46
Kercheville Advisors
Texas
$220K +$251 +16 +0.1%
WEG
47
World Equity Group
Illinois
$185K +$9.39K +600 +5%
Mariner
48
Mariner
Kansas
$184K +$184K +11,746 New
MCFP
49
Mallini Complete Financial Planning
Florida
$173K +$1.6K +102 +0.9%
TW
50
Transform Wealth
Colorado
$169K – – –
1
2
3 4

DBL Hedge Fund Activity: Q1 2025 in Review

68 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q1 2025, worth a combined $157M — up 21% from $130M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DBL and 7 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 33 added.

The largest buyer was Sit Investment Associates, adding an estimated $3.57M. The largest seller was Shaker Financial Services, cutting an estimated $510K.

  • 68 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q1 2025, down from 75 in Q4 2024.
  • Funds reported $157M of DoubleLine Opportunistic Credit Fund stock for Q1 2025, up 21% quarter-over-quarter.
  • 7 funds opened new DoubleLine Opportunistic Credit Fund positions in Q1 2025 and 12 closed out, a net change of -5 holders.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q1 2025 was Sit Investment Associates, an estimated $3.57M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q1 2025 was Shaker Financial Services, an estimated $510K sold.

Based on aggregated 13F filings for Q1 2025.