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.

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
1
Catawba River Capital
South Carolina
$3.59M
2
SIA
2
Sit Investment Associates
Minnesota
$50.3M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.14M
4
SWA
4
Stratos Wealth Advisors
Ohio
$1.8M
5
ECM
5
Evergreen Capital Management
Washington
$7.69M

Top Sellers

1
LWM
1
LeConte Wealth Management
Tennessee
$9.8M
2
Ameriprise
2
Ameriprise
Minnesota
$4.25M
3
SFS
3
Shaker Financial Services
Virginia
$388K
4
Wells Fargo
4
Wells Fargo
California
$2.96M
5
Raymond James Financial
5
Raymond James Financial
Florida
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
MCFP
51
Mallini Complete Financial Planning
Florida
$187K 12,176 +1,137 +10%
EE
52
EWG Elevate
California
$177K 11,530 +1,230 +12%
SW
53
SkyOak Wealth
Michigan
$168K 10,897 +168 +2%
Kovitz Investment Group Partners
54
Kovitz Investment Group Partners
Illinois
$166K 10,800 +10,800 New
WEG
55
World Equity Group
Illinois
$159K 10,350 -1,500 -13%
XT
56
XTX Topco
Cayman Islands
$156K 10,116 +10,116 New
EC
57
Elequin Capital
New York
$102K 6,614 +5,526 +508%
TIM
58
Total Investment Management
Arizona
$64.6K 4,198 +4,198 New
GSWM
59
Golden State Wealth Management
California
$62.4K 4,057 +38 +0.9%
PWA
60
Principia Wealth Advisory
Texas
$61.2K 3,981 – –
AAS
61
Ameritas Advisory Services
Nebraska
$44.1K 2,864 +2,864 New
MAS
62
MPWM Advisory Solutions
Georgia
$30.8K 2,000 – –
SPIA
63
Steward Partners Investment Advisory
New York
$25K 1,627 – –
MAM
64
Morse Asset Management
Connecticut
$23.2K 1,510 -155 -9%
JFA
65
JNBA Financial Advisors
Minnesota
$16.3K 1,059 – –
CA
66
CoreCap Advisors
Michigan
$7.69K 500 – –
CIA
67
Cape Investment Advisory
Georgia
$7.11K 462 +9 +2%
NS
68
NBC Securities
Alabama
$6K 426 – –
IA
69
IFP Advisors
Florida
$2.4K 156 – –
GRP
70
Global Retirement Partners
California
$1.8K 117 +117 New
SWM
71
Spire Wealth Management
Virginia
$1.19K 77 – –
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$15 1 – –
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
– – -1,800 Closed
FFO
74
Fortitude Family Office
Arizona
– – -547 Closed
CI
75
CX Institutional
Indiana
– – -300 Closed
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