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.

New
Increased
Maintained
Reduced
Closed
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
Catawba River Capital
South Carolina
+$3.59M
2
SIA
Sit Investment Associates
Minnesota
+$1.57M
3
Stifel Financial
Stifel Financial
Missouri
+$1.45M
4
SWA
Stratos Wealth Advisors
Ohio
+$1.27M
5
ECM
Evergreen Capital Management
Washington
+$579K

Top Sellers

1
LWM
LeConte Wealth Management
Tennessee
-$4.64M
2
Ameriprise
Ameriprise
Minnesota
-$855K
3
SFS
Shaker Financial Services
Virginia
-$812K
4
Wells Fargo
Wells Fargo
California
-$578K
5
Raymond James Financial
Raymond James Financial
Florida
-$296K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCFP
51
Mallini Complete Financial Planning
Florida
$187K +$17.5K +1,137 +10%
EE
52
EWG Elevate
California
$177K +$18.9K +1,230 +12%
SW
53
SkyOak Wealth
Michigan
$168K +$2.58K +168 +2%
Kovitz Investment Group Partners
54
Kovitz Investment Group Partners
Illinois
$166K +$166K +10,800 New
WEG
55
World Equity Group
Illinois
$159K -$23.1K -1,500 -13%
XT
56
XTX Topco
Cayman Islands
$156K +$156K +10,116 New
EC
57
Elequin Capital
New York
$102K +$85K +5,526 +508%
TIM
58
Total Investment Management
Arizona
$64.6K +$64.6K +4,198 New
GSWM
59
Golden State Wealth Management
California
$62.4K +$585 +38 +0.9%
PWA
60
Principia Wealth Advisory
Texas
$61.2K – – –
AAS
61
Ameritas Advisory Services
Nebraska
$44.1K +$44.1K +2,864 New
MAS
62
MPWM Advisory Solutions
Georgia
$30.8K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$25K – – –
MAM
64
Morse Asset Management
Connecticut
$23.2K -$2.38K -155 -9%
JFA
65
JNBA Financial Advisors
Minnesota
$16.3K – – –
CA
66
CoreCap Advisors
Michigan
$7.69K – – –
CIA
67
Cape Investment Advisory
Georgia
$7.11K +$138 +9 +2%
NS
68
NBC Securities
Alabama
$6K – – –
IA
69
IFP Advisors
Florida
$2.4K – – –
GRP
70
Global Retirement Partners
California
$1.8K +$1.8K +117 New
SWM
71
Spire Wealth Management
Virginia
$1.19K – – –
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$15 – – –
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
– -$28.1K -1,800 Closed
FFO
74
Fortitude Family Office
Arizona
– -$8.54K -547 Closed
CI
75
CX Institutional
Indiana
– -$5K -300 Closed
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