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DBL

DoubleLine Opportunistic Credit Fund
DBL

70 hedge funds and large institutions have $165M invested in DoubleLine Opportunistic Credit Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

12.49% more ownership

Funds ownership: 57.25% → 69.74% (+12%)

2% more capital invested

Capital invested by funds: $161M → $165M (+$3.67M)

4% less funds holding

Funds holding: 73 → 70 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
32
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GP
Gridiron Partners
Pennsylvania
+$33.7M
2
Bank of America
Bank of America
North Carolina
+$3.13M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.56M
4
SWA
Stratos Wealth Advisors
Ohio
+$2.07M
5
SIA
Sit Investment Associates
Minnesota
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
LWM
LeConte Wealth Management
Tennessee
-$9.8M
2
Morgan Stanley
Morgan Stanley
New York
-$977K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$610K
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$439K
5
GC
Guggenheim Capital
Illinois
-$393K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCFP
51
Mallini Complete Financial Planning
Florida
$192K +$1.82K +118 +1%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$185K +$183K +11,892 New
EE
53
EWG Elevate
California
$180K – – –
WEG
54
World Equity Group
Illinois
$173K +$11.5K +750 +7%
SW
55
SkyOak Wealth
Michigan
$172K +$2.68K +174 +2%
Kovitz Investment Group Partners
56
Kovitz Investment Group Partners
Illinois
$168K – – –
BCP
57
Blackhawk Capital Partners
Wisconsin
$163K +$161K +10,450 New
TWC
58
TD Waterhouse Canada
Ontario, Canada
$85.1K -$178K -11,583 -68%
GSWM
59
Golden State Wealth Management
California
$63.8K +$616 +40 +1%
AAS
60
Ameritas Advisory Services
Nebraska
$45.1K +$462 +30 +1%
PWA
61
Principia Wealth Advisory
Texas
$31.2K -$30.4K -1,978 -50%
MAS
62
MPWM Advisory Solutions
Georgia
$31.2K – – –
MAM
63
Morse Asset Management
Connecticut
$27.2K +$3.63K +236 +16%
JFA
64
JNBA Financial Advisors
Minnesota
$16.5K – – –
NWMP
65
Noble Wealth Management PBC
Colorado
$11.8K +$11.7K +760 New
CA
66
CoreCap Advisors
Michigan
$7.79K – – –
NS
67
NBC Securities
Alabama
$6.64K – – –
HWP
68
Highline Wealth Partners
California
$6.23K +$6.16K +400 New
IA
69
IFP Advisors
Florida
$2.43K – – –
ASN
70
Advisory Services Network
Georgia
$1.17K +$1.15K +75 New
LWM
71
LeConte Wealth Management
Tennessee
– -$9.8M -636,937 Closed
Balyasny Asset Management
72
Balyasny Asset Management
Illinois
– -$439K -28,533 Closed
Mariner
73
Mariner
Kansas
– -$192K -12,478 Closed
XT
74
XTX Topco
Cayman Islands
– -$156K -10,116 Closed
EC
75
Elequin Capital
New York
– -$102K -6,614 Closed
1 2
3
4

DBL Hedge Fund Activity: Q3 2025 in Review

70 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q3 2025, worth a combined $165M — up 2.3% from $161M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DBL and 8 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 32 added.

The largest buyer was Gridiron Partners, adding an estimated $33.7M. The largest seller was LeConte Wealth Management, exiting entirely with an estimated $9.8M sold.

  • 70 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q3 2025, down from 73 in Q2 2025.
  • Funds reported $165M of DoubleLine Opportunistic Credit Fund stock for Q3 2025, up 2.3% quarter-over-quarter.
  • 8 funds opened new DoubleLine Opportunistic Credit Fund positions in Q3 2025 and 11 closed out, a net change of -3 holders.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q3 2025 was Gridiron Partners, an estimated $33.7M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q3 2025 was LeConte Wealth Management, an estimated $9.8M sold.

Based on aggregated 13F filings for Q3 2025.