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DBL

DoubleLine Opportunistic Credit Fund

73 hedge funds and large institutions have $161M invested in DoubleLine Opportunistic Credit Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

7% more funds holding

Funds holding: 6873 (+5)

2.24% more ownership

Funds ownership: 55%57.25% (+2.2%)

2% more capital invested

Capital invested by funds: $157M → $161M (+$3.82M)

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
0.96%
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
31
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$192K +$11.3K +732 +6%
MCFP
52
Mallini Complete Financial Planning
Florida
$187K +$17.6K +1,137 +10%
EE
53
EWG Elevate
California
$177K +$19K +1,230 +12%
SW
54
SkyOak Wealth
Michigan
$168K +$2.6K +168 +2%
Kovitz Investment Group Partners
55
Kovitz Investment Group Partners
Illinois
$166K +$167K +10,800 New
WEG
56
World Equity Group
Illinois
$159K -$23.2K -1,500 -13%
XT
57
XTX Topco
Cayman Islands
$156K +$157K +10,116 New
EC
58
Elequin Capital
New York
$102K +$85.5K +5,526 +508%
TIM
59
Total Investment Management
Arizona
$64.6K +$65K +4,198 New
GSWM
60
Golden State Wealth Management
California
$62.4K +$588 +38 +0.9%
PWA
61
Principia Wealth Advisory
Texas
$61.2K
AAS
62
Ameritas Advisory Services
Nebraska
$44.1K +$44.3K +2,864 New
MAS
63
MPWM Advisory Solutions
Georgia
$30.8K
SPIA
64
Steward Partners Investment Advisory
New York
$25K
MAM
65
Morse Asset Management
Connecticut
$23.2K -$2.4K -155 -9%
JFA
66
JNBA Financial Advisors
Minnesota
$16.3K
CA
67
CoreCap Advisors
Michigan
$7.69K
CIA
68
Cape Investment Advisory
Georgia
$7.11K +$139 +9 +2%
NS
69
NBC Securities
Alabama
$6K
IA
70
IFP Advisors
Florida
$2.4K
GRP
71
Global Retirement Partners
California
$1.8K +$1.81K +117 New
SWM
72
Spire Wealth Management
Virginia
$1.19K
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$15
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
-$28.1K -1,800 Closed
FFO
75
Fortitude Family Office
Arizona
-$8.54K -547 Closed

DBL Hedge Fund Activity: Q2 2025 in Review

73 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q2 2025, worth a combined $161M — up 2.4% from $157M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DBL positions and 3 closed out — a net gain of 6 holders — while 31 added to existing stakes and 18 trimmed.

The largest buyer was Catawba River Capital, opening a new position worth an estimated $3.61M. The largest seller was LeConte Wealth Management, cutting an estimated $4.67M.

  • 73 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q2 2025, up from 68 in Q1 2025.
  • Funds reported $161M of DoubleLine Opportunistic Credit Fund stock for Q2 2025, up 2.4% quarter-over-quarter.
  • 9 funds opened new DoubleLine Opportunistic Credit Fund positions in Q2 2025 and 3 closed out, a net change of +6 holders.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q2 2025 was Catawba River Capital, an estimated $3.61M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q2 2025 was LeConte Wealth Management, an estimated $4.67M sold.

Based on aggregated 13F filings for Q2 2025.