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DBL

DoubleLine Opportunistic Credit Fund
DBL

68 hedge funds and large institutions have $157M invested in DoubleLine Opportunistic Credit Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 13

21% more capital invested

Capital invested by funds: $130M → $157M (+$27.6M)

5.96% more ownership

Funds ownership: 49.04% → 55% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less funds holding

Funds holding: 75 → 68 (-7)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
33
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.57M
2
JAG
Journey Advisory Group
Kentucky
+$2.65M
3
Ameriprise
Ameriprise
Minnesota
+$1.54M
4
LPL Financial
LPL Financial
California
+$1.1M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$510K
2
Calamos Advisors
Calamos Advisors
Illinois
-$371K
3
HF
HRT Financial
New York
-$227K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$226K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
51
SkyOak Wealth
Michigan
$168K +$2.55K +163 +2%
EE
52
EWG Elevate
California
$161K +$161K +10,300 New
GSWM
53
Golden State Wealth Management
California
$62.8K +$595 +38 +1%
PWA
54
Principia Wealth Advisory
Texas
$61.5K +$18.2K +1,160 +41%
MAS
55
MPWM Advisory Solutions
Georgia
$31.3K – – –
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$28.1K – – –
MAM
57
Morse Asset Management
Connecticut
$26K -$3.4K -217 -12%
SPIA
58
Steward Partners Investment Advisory
New York
$25.4K -$9.05K -578 -26%
EC
59
Elequin Capital
New York
$17K +$17K +1,088 New
JFA
60
JNBA Financial Advisors
Minnesota
$16.6K – – –
FFO
61
Fortitude Family Office
Arizona
$8.54K +$188 +12 +2%
CA
62
CoreCap Advisors
Michigan
$7.82K – – –
CIA
63
Cape Investment Advisory
Georgia
$7.08K +$141 +9 +2%
NS
64
NBC Securities
Alabama
$6K +$6.67K +426 New
CI
65
CX Institutional
Indiana
$5K +$4.7K +300 New
IA
66
IFP Advisors
Florida
$2.44K – – –
SWM
67
Spire Wealth Management
Virginia
$1.21K – – –
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$16 – – –
Calamos Advisors
69
Calamos Advisors
Illinois
– -$371K -23,911 Closed
HF
70
HRT Financial
New York
– -$227K -14,694 Closed
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
– -$226K -14,600 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
– -$215K -13,860 Closed
GSEP
73
Golden State Equity Partners
California
– -$160K -10,339 Closed
S
74
SignatureFD
Georgia
– -$65.9K -4,250 Closed
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
– -$58K -3,740 Closed
1 2
3
4

DBL Hedge Fund Activity: Q1 2025 in Review

68 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q1 2025, worth a combined $157M — up 21% from $130M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DBL and 7 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 33 added.

The largest buyer was Sit Investment Associates, adding an estimated $3.57M. The largest seller was Shaker Financial Services, cutting an estimated $510K.

  • 68 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q1 2025, down from 75 in Q4 2024.
  • Funds reported $157M of DoubleLine Opportunistic Credit Fund stock for Q1 2025, up 21% quarter-over-quarter.
  • 7 funds opened new DoubleLine Opportunistic Credit Fund positions in Q1 2025 and 12 closed out, a net change of -5 holders.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q1 2025 was Sit Investment Associates, an estimated $3.57M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q1 2025 was Shaker Financial Services, an estimated $510K sold.

Based on aggregated 13F filings for Q1 2025.