DBL

DoubleLine Opportunistic Credit Fund

66 hedge funds and large institutions have $163M invested in DoubleLine Opportunistic Credit Fund in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
66
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$185K
EE
52
EWG Elevate
California
$180K
WEG
53
World Equity Group
Illinois
$173K
SW
54
SkyOak Wealth
Michigan
$172K
Kovitz Investment Group Partners
55
Kovitz Investment Group Partners
Illinois
$168K
BCP
56
Blackhawk Capital Partners
Wisconsin
$163K
TWC
57
TD Waterhouse Canada
Ontario, Canada
$85.1K
GSWM
58
Golden State Wealth Management
California
$63.8K
AAS
59
Ameritas Advisory Services
Nebraska
$45.1K
MAS
60
MPWM Advisory Solutions
Georgia
$31.2K
MAM
61
Morse Asset Management
Connecticut
$27.2K
JFA
62
JNBA Financial Advisors
Minnesota
$16.5K
CA
63
CoreCap Advisors
Michigan
$7.79K
NS
64
NBC Securities
Alabama
$6.64K
HWP
65
Highline Wealth Partners
California
$6.23K
ASN
66
Advisory Services Network
Georgia
$1.17K
LWM
67
LeConte Wealth Management
Tennessee
Balyasny Asset Management
68
Balyasny Asset Management
Illinois
Mariner
69
Mariner
Kansas
XT
70
XTX Topco
Cayman Islands
EC
71
Elequin Capital
New York
TIM
72
Total Investment Management
Arizona
SPIA
73
Steward Partners Investment Advisory
New York
GRP
74
Global Retirement Partners
California
SWM
75
Spire Wealth Management
Virginia