We are live on ! Find out more
DBL

DoubleLine Opportunistic Credit Fund
DBL

70 hedge funds and large institutions have $165M invested in DoubleLine Opportunistic Credit Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

12.49% more ownership

Funds ownership: 57.25% → 69.74% (+12%)

2% more capital invested

Capital invested by funds: $161M → $165M (+$3.67M)

4% less funds holding

Funds holding: 73 → 70 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
32
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GP
Gridiron Partners
Pennsylvania
+$33.7M
2
Bank of America
Bank of America
North Carolina
+$3.13M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.56M
4
SWA
Stratos Wealth Advisors
Ohio
+$2.07M
5
SIA
Sit Investment Associates
Minnesota
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
LWM
LeConte Wealth Management
Tennessee
-$9.8M
2
Morgan Stanley
Morgan Stanley
New York
-$977K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$610K
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$439K
5
GC
Guggenheim Capital
Illinois
-$393K
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
26
ArchPoint Investors
Florida
$1.57M – – –
ACP
27
Aviance Capital Partners
Florida
$1.41M +$18.4K +1,197 +1%
SWP
28
Strategic Wealth Partners
Ohio
$1.38M +$15.1K +980 +1%
USCWA
29
U.S. Capital Wealth Advisors
Texas
$916K +$174K +11,311 +24%
MTC
30
Matrix Trust Company
Colorado
$744K -$36.7K -2,383 -5%
GP
31
Gridiron Partners
Pennsylvania
$684K +$33.7M +2,191,240 +5,476%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$452K +$17.4K +1,128 +4%
SFS
33
Shaker Financial Services
Virginia
$445K +$51.1K +3,318 +13%
WS
34
Wedbush Securities
California
$440K +$385 +25 +0.1%
VCP
35
Verus Capital Partners
Arizona
$433K +$18.8K +1,223 +5%
NA
36
NewEdge Advisors
Louisiana
$421K +$4.62K +300 +1%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$399K +$1.12K +73 +0.3%
HKAM
38
Horizon Kinetics Asset Management
New York
$393K -$24.6K -1,596 -6%
UAG
39
United Advisor Group
Ohio
$376K – – –
Osaic Holdings
40
Osaic Holdings
Arizona
$365K +$23.7K +1,542 +7%
Comerica Bank
41
Comerica Bank
Texas
$324K -$227K -14,750 -42%
AA
42
Apriem Advisors
California
$313K – – –
ATPW
43
Ashton Thomas Private Wealth
Arizona
$278K – – –
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$261K +$36.7K +2,387 +17%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$259K -$194K -12,585 -43%
FSA
46
Fort Sheridan Advisors
Illinois
$246K -$38.3K -2,491 -14%
MWM
47
Melfa Wealth Management
Massachusetts
$243K – – –
AWAG
48
ARS Wealth Advisors Group
Florida
$230K -$23.6K -1,533 -9%
KA
49
Kercheville Advisors
Texas
$220K +$262 +17 +0.1%
KAS
50
Kestra Advisory Services
Texas
$194K +$192K +12,465 New
1
2
3 4

DBL Hedge Fund Activity: Q3 2025 in Review

70 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q3 2025, worth a combined $165M — up 2.3% from $161M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DBL and 8 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 32 added.

The largest buyer was Gridiron Partners, adding an estimated $33.7M. The largest seller was LeConte Wealth Management, exiting entirely with an estimated $9.8M sold.

  • 70 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q3 2025, down from 73 in Q2 2025.
  • Funds reported $165M of DoubleLine Opportunistic Credit Fund stock for Q3 2025, up 2.3% quarter-over-quarter.
  • 8 funds opened new DoubleLine Opportunistic Credit Fund positions in Q3 2025 and 11 closed out, a net change of -3 holders.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q3 2025 was Gridiron Partners, an estimated $33.7M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q3 2025 was LeConte Wealth Management, an estimated $9.8M sold.

Based on aggregated 13F filings for Q3 2025.