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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
SIA
1
Sit Investment Associates
Minnesota
$50.3M +$1.58M +102,111 +3%
LWM
2
LeConte Wealth Management
Tennessee
$9.8M -$4.67M -301,407 -32%
Morgan Stanley
3
Morgan Stanley
New York
$9.39M +$566K +36,577 +6%
UBS Group
4
UBS Group
Switzerland
$8.83M -$5.4K -349 -0.1%
ECM
5
Evergreen Capital Management
Washington
$7.69M +$583K +37,678 +8%
TPWM
6
Twelve Points Wealth Management
Massachusetts
$6.13M +$393K +25,356 +7%
IP
7
Intellectus Partners
California
$4.33M +$376K +24,309 +9%
Ameriprise
8
Ameriprise
Minnesota
$4.25M -$861K -55,624 -17%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$4.2M +$146K +9,412 +4%
Stifel Financial
10
Stifel Financial
Missouri
$4.14M +$1.46M +94,286 +54%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.97M +$539K +34,788 +16%
Bank of America
12
Bank of America
North Carolina
$3.63M +$298K +19,246 +9%
CRC
13
Catawba River Capital
South Carolina
$3.59M +$3.61M +233,390 New
GC
14
Guggenheim Capital
Illinois
$3.33M -$171K -11,046 -5%
LPL Financial
15
LPL Financial
California
$3.29M +$18.1K +1,170 +0.5%
Wells Fargo
16
Wells Fargo
California
$2.96M -$582K -37,566 -16%
JAG
17
Journey Advisory Group
Kentucky
$2.61M +$11.7K +754 +0.4%
IFG
18
Independent Financial Group
California
$2.41M +$223K +14,420 +10%
Raymond James Financial
19
Raymond James Financial
Florida
$2.29M -$298K -19,268 -11%
IAIM
20
International Assets Investment Management
Florida
$2.16M +$30.7K +1,981 +1%
Invesco
21
Invesco
Georgia
$2.05M -$276K -17,850 -12%
SWA
22
Stratos Wealth Advisors
Ohio
$1.8M +$1.27M +82,264 +235%
IP
23
Ignite Planners
California
$1.6M +$329K +21,263 +25%
AI
24
ArchPoint Investors
Florida
$1.55M -$19.4K -1,255 -1%
ACP
25
Aviance Capital Partners
Florida
$1.37M -$14.6K -946 -1%

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.