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
$50.3M
3
Stifel Financial
Stifel Financial
Missouri
$4.14M
4
SWA
Stratos Wealth Advisors
Ohio
$1.8M
5
ECM
Evergreen Capital Management
Washington
$7.69M

Top Sellers

1
LWM
LeConte Wealth Management
Tennessee
$9.8M
2
Ameriprise
Ameriprise
Minnesota
$4.25M
3
SFS
Shaker Financial Services
Virginia
$388K
4
Wells Fargo
Wells Fargo
California
$2.96M
5
Raymond James Financial
Raymond James Financial
Florida
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$50.3M +$1.57M +102,111 +3%
LWM
2
LeConte Wealth Management
Tennessee
$9.8M -$4.64M -301,407 -32%
Morgan Stanley
3
Morgan Stanley
New York
$9.39M +$563K +36,577 +6%
UBS Group
4
UBS Group
Switzerland
$8.83M -$5.37K -349 -0.1%
ECM
5
Evergreen Capital Management
Washington
$7.69M +$579K +37,678 +8%
TPWM
6
Twelve Points Wealth Management
Massachusetts
$6.13M +$390K +25,356 +7%
IP
7
Intellectus Partners
California
$4.33M +$374K +24,309 +9%
Ameriprise
8
Ameriprise
Minnesota
$4.25M -$855K -55,624 -17%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$4.2M +$145K +9,412 +4%
Stifel Financial
10
Stifel Financial
Missouri
$4.14M +$1.45M +94,286 +54%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.97M +$535K +34,788 +16%
Bank of America
12
Bank of America
North Carolina
$3.63M +$296K +19,246 +9%
CRC
13
Catawba River Capital
South Carolina
$3.59M +$3.59M +233,390 New
GC
14
Guggenheim Capital
Illinois
$3.33M -$170K -11,046 -5%
LPL Financial
15
LPL Financial
California
$3.29M +$18K +1,170 +0.5%
Wells Fargo
16
Wells Fargo
California
$2.96M -$578K -37,566 -16%
JAG
17
Journey Advisory Group
Kentucky
$2.61M +$11.6K +754 +0.4%
Raymond James Financial
18
Raymond James Financial
Florida
$2.29M -$296K -19,268 -11%
IAIM
19
International Assets Investment Management
Florida
$2.16M +$30.5K +1,981 +1%
Invesco
20
Invesco
Georgia
$2.05M -$275K -17,850 -12%
SWA
21
Stratos Wealth Advisors
Ohio
$1.8M +$1.27M +82,264 +235%
IP
22
Ignite Planners
California
$1.6M +$322K +21,263 +25%
AI
23
ArchPoint Investors
Florida
$1.55M -$19.3K -1,255 -1%
ACP
24
Aviance Capital Partners
Florida
$1.37M -$14.6K -946 -1%
SWP
25
Strategic Wealth Partners
Ohio
$1.34M +$1.34M +87,336 New
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