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DBL

DoubleLine Opportunistic Credit Fund

66 hedge funds and large institutions have $156M invested in DoubleLine Opportunistic Credit Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

5% less capital invested

Capital invested by funds: $165M → $156M (-$8.78M)

6% less funds holding

Funds holding: 7066 (-4)

13.85% less ownership

Funds ownership: 69.74%55.89% (-14%)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
28
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
26
U.S. Capital Wealth Advisors
Texas
$1M +$108K +7,000 +12%
GP
27
Gridiron Partners
Pennsylvania
$670K -$33.7M -2,187,340 -98%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$652K +$264K +17,140 +67%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$443K -$139 -9 -0%
VCP
30
Verus Capital Partners
Arizona
$431K +$7.41K +481 +2%
WS
31
Wedbush Securities
California
$426K -$4.91K -319 -1%
NA
32
NewEdge Advisors
Louisiana
$409K -$3.08K -200 -0.7%
UAG
33
United Advisor Group
Ohio
$368K
AA
34
Apriem Advisors
California
$368K +$61.6K +4,000 +20%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$322K +$67.3K +4,369 +26%
HKAM
36
Horizon Kinetics Asset Management
New York
$317K -$68.5K -4,447 -18%
ATPW
37
Ashton Thomas Private Wealth
Arizona
$284K +$12.6K +818 +5%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$283K +$29.4K +1,910 +11%
Osaic Holdings
39
Osaic Holdings
Arizona
$268K -$89.6K -5,816 -25%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$261K +$80.4K +5,221 +44%
FSA
41
Fort Sheridan Advisors
Illinois
$241K
MWM
42
Melfa Wealth Management
Massachusetts
$238K
RAM
43
Readystate Asset Management
Illinois
$224K +$226K +14,697 New
AWAG
44
ARS Wealth Advisors Group
Florida
$214K -$11.8K -767 -5%
KAS
45
Kestra Advisory Services
Texas
$202K +$12.4K +805 +6%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$195K +$197K +12,800 New
KA
47
Kercheville Advisors
Texas
$191K -$22.8K -1,483 -11%
MCFP
48
Mallini Complete Financial Planning
Florida
$189K +$1.85K +120 +1%
SW
49
SkyOak Wealth
Michigan
$172K +$2.73K +177 +2%
WEG
50
World Equity Group
Illinois
$169K