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.

New
Increased
Maintained
Reduced
Closed
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
Catawba River Capital
South Carolina
+$3.59M
2
SIA
Sit Investment Associates
Minnesota
+$1.57M
3
Stifel Financial
Stifel Financial
Missouri
+$1.45M
4
SWA
Stratos Wealth Advisors
Ohio
+$1.27M
5
ECM
Evergreen Capital Management
Washington
+$579K

Top Sellers

1
LWM
LeConte Wealth Management
Tennessee
-$4.64M
2
Ameriprise
Ameriprise
Minnesota
-$855K
3
SFS
Shaker Financial Services
Virginia
-$812K
4
Wells Fargo
Wells Fargo
California
-$578K
5
Raymond James Financial
Raymond James Financial
Florida
-$296K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPRC
26
Consolidated Portfolio Review Corp
New York
$1.34M +$287K +18,677 +27%
MTC
27
Matrix Trust Company
Colorado
$771K +$47.2K +3,068 +7%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$730K +$12.9K +839 +2%
GP
29
Gridiron Partners
Pennsylvania
$615K – – –
Comerica Bank
30
Comerica Bank
Texas
$546K -$8.46K -550 -2%
VCP
31
Verus Capital Partners
Arizona
$492K +$338 +22 +0.1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$450K +$123K +7,989 +38%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$439K +$439K +28,533 New
WS
34
Wedbush Securities
California
$434K +$7.84K +510 +2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$429K +$138 +9 +0%
HKAM
36
Horizon Kinetics Asset Management
New York
$412K -$21.8K -1,416 -5%
NA
37
NewEdge Advisors
Louisiana
$411K – – –
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$393K +$1.11K +72 +0.3%
SFS
39
Shaker Financial Services
Virginia
$388K -$812K -52,788 -68%
UAG
40
United Advisor Group
Ohio
$371K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$348K -$35.7K -2,303 -9%
AA
42
Apriem Advisors
California
$309K – – –
FSA
43
Fort Sheridan Advisors
Illinois
$281K -$95.3K -6,197 -25%
ATPW
44
Ashton Thomas Private Wealth
Arizona
$274K – – –
TWC
45
TD Waterhouse Canada
Ontario, Canada
$263K -$6.97K -453 -3%
AWAG
46
ARS Wealth Advisors Group
Florida
$251K -$1.54K -100 -0.6%
MWM
47
Melfa Wealth Management
Massachusetts
$240K – – –
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$221K +$221K +14,338 New
KA
49
Kercheville Advisors
Texas
$216K +$246 +16 +0.1%
Mariner
50
Mariner
Kansas
$192K +$11.3K +732 +6%
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