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DBL

DoubleLine Opportunistic Credit Fund
DBL

73 hedge funds and large institutions have $161M invested in DoubleLine Opportunistic Credit Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

7% more funds holding

Funds holding: 68 → 73 (+5)

2.24% more ownership

Funds ownership: 55% → 57.25% (+2.2%)

2% more capital invested

Capital invested by funds: $157M → $161M (+$3.82M)

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
0.96%
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
31
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CRC
Catawba River Capital
South Carolina
+$3.61M
2
SIA
Sit Investment Associates
Minnesota
+$1.58M
3
Stifel Financial
Stifel Financial
Missouri
+$1.46M
4
SWA
Stratos Wealth Advisors
Ohio
+$1.27M
5
ECM
Evergreen Capital Management
Washington
+$583K

Top Sellers

Rank Fund Capital Flow
1
LWM
LeConte Wealth Management
Tennessee
-$4.67M
2
Ameriprise
Ameriprise
Minnesota
-$861K
3
SFS
Shaker Financial Services
Virginia
-$817K
4
Wells Fargo
Wells Fargo
California
-$582K
5
Raymond James Financial
Raymond James Financial
Florida
-$298K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Strategic Wealth Partners
Ohio
$1.34M +$1.35M +87,336 New
CPRC
27
Consolidated Portfolio Review Corp
New York
$1.34M +$289K +18,677 +27%
MTC
28
Matrix Trust Company
Colorado
$771K +$47.5K +3,068 +7%
USCWA
29
U.S. Capital Wealth Advisors
Texas
$730K +$13K +839 +2%
GP
30
Gridiron Partners
Pennsylvania
$615K – – –
Comerica Bank
31
Comerica Bank
Texas
$546K -$8.51K -550 -2%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$450K +$124K +7,989 +38%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$439K +$442K +28,533 New
WS
34
Wedbush Securities
California
$434K +$7.89K +510 +2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$429K +$139 +9 +0%
HKAM
36
Horizon Kinetics Asset Management
New York
$412K -$21.9K -1,416 -5%
NA
37
NewEdge Advisors
Louisiana
$411K – – –
VCP
38
Verus Capital Partners
Arizona
$409K +$341 +22 +0.1%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$393K +$1.11K +72 +0.3%
SFS
40
Shaker Financial Services
Virginia
$388K -$817K -52,788 -68%
UAG
41
United Advisor Group
Ohio
$371K – – –
Osaic Holdings
42
Osaic Holdings
Arizona
$336K -$44.5K -2,872 -12%
AA
43
Apriem Advisors
California
$309K – – –
FSA
44
Fort Sheridan Advisors
Illinois
$281K -$95.9K -6,197 -25%
ATPW
45
Ashton Thomas Private Wealth
Arizona
$274K – – –
TWC
46
TD Waterhouse Canada
Ontario, Canada
$263K -$7.01K -453 -3%
AWAG
47
ARS Wealth Advisors Group
Florida
$251K -$1.55K -100 -0.6%
MWM
48
Melfa Wealth Management
Massachusetts
$240K – – –
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$221K +$222K +14,338 New
KA
50
Kercheville Advisors
Texas
$216K +$248 +16 +0.1%
1
2
3 4

DBL Hedge Fund Activity: Q2 2025 in Review

73 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q2 2025, worth a combined $161M — up 2.4% from $157M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DBL positions and 3 closed out — a net gain of 6 holders — while 31 added to existing stakes and 18 trimmed.

The largest buyer was Catawba River Capital, opening a new position worth an estimated $3.61M. The largest seller was LeConte Wealth Management, cutting an estimated $4.67M.

  • 73 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q2 2025, up from 68 in Q1 2025.
  • Funds reported $161M of DoubleLine Opportunistic Credit Fund stock for Q2 2025, up 2.4% quarter-over-quarter.
  • 9 funds opened new DoubleLine Opportunistic Credit Fund positions in Q2 2025 and 3 closed out, a net change of +6 holders.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q2 2025 was Catawba River Capital, an estimated $3.61M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q2 2025 was LeConte Wealth Management, an estimated $4.67M sold.

Based on aggregated 13F filings for Q2 2025.